E-discovery

Privilege & production prep

LegalDocumentationComplianceBox, ServiceNow, Snowflake
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How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Ingests the collection

Reviews documents for privilege and responsiveness

Classifies for privilege and responsiveness

Prepares the production set

Assembles the production

Logs every call with rationale

Works inBox, ServiceNow, Snowflake

What it does

  • Reviews documents for privilege and responsiveness
  • Prepares the production set
  • Logs every call with rationale

Connects to

Box

Read, classify, and file documents with retention rules.

ServiceNow

Open, correlate, and resolve incidents and requests.

Snowflake

Query and materialize warehouse data with your existing roles.

Related agents

All Legal agents
Legal

Case management

Deadlines & chronology

Box, ServiceNow, Notion
Public Sector

Public records

FOIA search & redaction

Box, ServiceNow, Snowflake

More in Legal

All Legal agents
Legal

Compliance monitoring

Regulatory change tracking

Box, ServiceNow, Notion
Legal

Contract review

Standard positions & redlines

Box, Salesforce, Notion
Legal

Document drafting

Briefs, motions & agreements

Box, Notion, Confluence

Works in the same systems

All agents on these systems
Insurance BPO

Claims leakage review

Closed files checked for missed value

Box, Snowflake, ServiceNow
Insurance BPO

Fraud referral screening

Claims screened for fraud indicators before payment

Snowflake, Box, ServiceNow
Insurance BPO

Medical bill review

Provider bills checked against the fee schedule

Box, Snowflake, ServiceNow

Templates that connect to the same systems

All templates on these systems
Data and analysis

Ask the warehouse

Answers questions against your data warehouse in plain language, with the query shown.

Snowflake, BigQuery, Postgres +1
Finance

Board pack desk

Assembles the monthly numbers, charts and commentary into the board pack.

NetSuite, QuickBooks, Snowflake
Sales and customers

Customer proof desk

Turns call notes into case studies and proof points, with quotes kept word for word.

Box, Notion, Google Drive

Need it to work differently?

Every agent can be changed: the steps it takes, the systems it uses and who approves what.

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