Matter intake
New requests opened as matters and routed to counsel
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the request and classifies it
Opens each request to the legal team as a matter with the type, the business owner, the urgency and the documents attached
Opens the matter and routes it
Routes it to the right lawyer by practice area and workload and tells the requester what happens next
Drafts the confirmation and the weekly report
Reports intake volume by type and the requests waiting past the target
Works in
ServiceNow, Box, MS Teams
ServiceNow, Box, MS TeamsWhat it does
- Opens each request to the legal team as a matter with the type, the business owner, the urgency and the documents attached
- Routes it to the right lawyer by practice area and workload and tells the requester what happens next
- Reports intake volume by type and the requests waiting past the target
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.