Correspond with clients about documents and status
An agent can draft updates. The paralegal checks before sending.
AI for Paralegals
Paralegal
Prepares legal documents, files court forms, organizes case records, conducts document review, schedules deadlines, and communicates with clients and courts.
What should stay human.
Keep and amplify
Prepare court bundles and briefs
Research legislation, cases and procedure
Review discovery and large document sets
Automate
Diarise deadlines and court dates
Build chronologies from the file
File and name documents in the matter system
Tasks, by type of work.
Each task has an experience tag (CX, SX or BX), a verdict, and example agents that often help with this kind of work. Agent suggestions come from our editorial scores, not vendor claims.
Inbox
Bookings & calendar
Diarise deadlines and court dates
Deadlines from court orders can be added and reminded automatically.
Spreadsheets & data
Build chronologies from the file
An agent can extract dates and events into a timeline for checking.
Documents
Prepare court bundles and briefs
An agent can collate, paginate and index documents. The paralegal checks completeness against court rules.
Review discovery and large document sets
AI review tools can sort and flag documents. People review what matters before anything is produced.
Draft routine letters, affidavits and forms
An agent can draft from precedents. The paralegal and lawyer settle content.
Research
Research legislation, cases and procedure
Research tools find and summarise sources quickly. The paralegal checks every citation.
Customer chat
Take instructions from a client in a sensitive matter
Listening carefully and building trust needs a person.
Admin
File and name documents in the matter system
Naming conventions and folder structures are fixed, so an agent can file incoming documents to the right matter for checking.
Time freed, and where it goes.
Work an agent can take on
What comes off the desk.
- Diarise deadlines and court dates
- Build chronologies from the file
- File and name documents in the matter system
Where those hours should go
Back into people, and the business.
- CX — Correspond with clients about documents and status
- CX — Take instructions from a client in a sensitive matter
- SX — Staff experience: more time for the work that needs a person
- BX — Prepare court bundles and briefs
- BX — Research legislation, cases and procedure
- BX — Review discovery and large document sets
- BX — Draft routine letters, affidavits and forms
Seen at
Business types where this role often appears, with a note on how it shows up there.
Business type
AI agents for Title Companies
Prepares closing files, reviews documents, coordinates signatures, and helps keep title and escrow transactions moving on schedule.
Business type
AI agents for Paralegal Services
Drafts legal documents, organises evidence, files court or registry paperwork, and supports case preparation for clients.
Business type
AI agents for Bankruptcy Attorneys
Drafts petitions, gathers financial documents, prepares case files, and tracks deadlines, court dates, and required disclosures.
Business type
AI agents for Patent Attorneys
Prepares filing documents, tracks deadlines, manages correspondence, and organises patent records, forms, and supporting materials.
Business type
AI agents for Elder Law Attorneys
Prepares legal documents, gathers client information, files paperwork, and tracks deadlines for estate and care matters.
Business type
AI agents for Law Firms
Prepares bundles, manages files, conducts legal research, drafts routine documents, and assists lawyers with case administration.
Business type
AI agents for Real Estate Attorneys
Prepares closing documents, orders title searches, coordinates filings, and keeps transaction files moving between parties.
Business type
AI agents for Family Law Attorneys
Prepares court documents, organizes evidence, manages file notes, and supports client intake and matter administration.
Business type
AI agents for Conveyancing Services
Collects contracts, orders searches, prepares file documents, and supports matter progress from instruction to settlement.
Business type
AI agents for Insurance Attorneys
Drafts documents, organises evidence, files court materials and tracks deadlines for insurance related legal matters.
Business type
AI agents for Immigration Attorneys
Collects client documents, drafts forms and submissions, tracks deadlines, and prepares case files for attorney review.
Business type
AI agents for Tax Attorneys
Drafts documents, organizes evidence, manages case files, and tracks deadlines for tax matters and tribunal submissions.
Business type
AI agents for Estate Planning Attorneys
Drafts standard estate documents, organises client files, conducts searches, and prepares materials for lawyer review and signing.
Business type
AI agents for General Practice Attorneys
Prepares filings, organizes evidence, conducts legal research, drafts routine documents, and keeps matter files updated.
Business type
AI agents for Personal Injury Attorneys
Drafts documents, gathers medical records, organises evidence, tracks deadlines, and assists with court filings and client communication.
Business type
AI agents for Criminal Defence Attorneys
Collects case documents, organizes evidence, drafts filings, tracks deadlines, and supports lawyers with research and preparation.
Business type
AI agents for Employment Attorneys
Prepares case files, reviews employment records, drafts timelines, and assists with filings, disclosure, and research tasks.
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