Legal · 15 tools
AI agents for law firms
Agents that find and open matters, add contacts, tasks and notes, and record time in Clio, MyCase, PracticePanther, Actionstep and Filevine.
Legal
Legal tools
Pick a tool to see every action it can take and how it connects.
- Clio21 actionsFind and open matters, add contacts, tasks, notes, time entries, calendar entries and communications, and read bills, documents and the firm's people in Clio Manage, in the region where the firm's account lives.
- MyCase16 actionsFind and open cases, add people, tasks, events, notes and time entries, and read invoices, case documents and the firm's staff in MyCase (API access comes with MyCase Advanced).
- PracticePanther16 actionsFind and open matters, look up and add client accounts, add tasks, events, notes and time entries, and read invoices and the firm's users in PracticePanther.
- Actionstep16 actionsFind and open matters, look up and add contacts, add tasks, appointments, file notes and time entries, and read bills and matter documents in Actionstep, in whichever region the firm's Actionstep lives.
- Filevine16 actionsFind and open projects (cases), look up and add contacts, add tasks, notes and time entries, and read appointments, billing items, invoices, documents and users in Filevine, in the US, Canada or the government cloud.
- BoldSign8 actionsSend documents for e-signature with BoldSign, from a template or from PDF links, list and read documents and their signers' status, list templates, remind signers and revoke documents.
- Centerbase12 actionsFind matters, contacts, activities, billing entries, bills and users, list any Centerbase item with filters or a saved query, and add contacts, notes, tasks, appointments and other items in the firm's Centerbase.
- Digio6 actionsGet documents signed and recurring payments authorized in India with Digio.
- Documenso10 actionsCreate Documenso signing envelopes from PDF files, find and read envelopes and their recipients' status, add recipients, send envelopes for signing, remind recipients who have not signed.
- iManage Work9 actionsFind documents and workspaces in iManage Work (cloudimanage.com) and read document profiles, versions, folder and workspace contents, and the signed-in user's recent documents and workspaces.
- Ironclad10 actionsList and read contract workflows and their launch forms, launch new contract workflows, see approvals and signers, approve, comment, and search the contract repository's records in Ironclad CLM, as a named Ironclad user.
- Lawmatics16 actionsFind and open matters, look up and add contacts, add tasks, appointments, notes and time entries, and read invoices and any other Lawmatics record in the firm's Lawmatics CRM and intake.
- Leegality7 actionsSend documents for legally valid eSigning in India with Leegality (Aadhaar eSign, DSC, virtual signatures, e-stamping), using a workflow set up in the Leegality dashboard.
- NetDocuments9 actionsSearch the firm's NetDocuments cabinets, read document profiles.
- Smokeball8 actionsWork in a law firm's Smokeball account: find matters and leads, contacts and staff, read a matter's details, list and create tasks, and add file notes.
Other categories
- CRM40
- Help desk17
- Marketing65
- Advertising7
- Team chat26
- SMS and messaging19
- Phone and contact center13
- Email16
- Projects and tasks30
- Docs and data43
- Forms and scheduling17
- Files and storage12
- HR and recruiting36
- Education6
- Payments and finance58
- E-commerce29
- Shipping and fulfillment10
- ERP27
- Field service and construction8
- Developer37
- Cloud and hosting23
- Security and identity20
- Automation12
- Analytics and data37
- Web search and research23
- Databases32
- Other12
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