CLAID
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    Legal

    Document heavy practices, partner time at a premium.

    Legal practices live in documents. CLAID puts agents inside your document management environment to handle the first pass work that does not need a partner, while keeping the matter file private to your firm.

    Legal

    • First pass document review

      Senior lawyers reading every contract, brief and policy line by line before the real review even begins.

      Handled by

      Document Review & Compliance Agent

      First pass review across contracts, briefs and policies. Extracts the key data and flags exceptions for human review.

    • Matter knowledge and precedent

      Precedent and matter context buried in document management, accessible only to whoever ran the last similar matter.

      Handled by

      Knowledge & SOP Agent

      Centralises precedent, matter knowledge and firm process into a searchable internal knowledge base.

    • Panel and tender responses

      Every submission rebuilt from prior answers, firm credentials and capability statements, by hand.

      Handled by

      Bid & Tender Agent

      Drafts panel and tender responses from prior answers, firm credentials and supporting evidence.

    • Client intake and conflict checks

      New matter intake and conflict checks slowed by unstructured emails, attachments and forms.

      Handled by

      Order & Data Intake Agent

      Cleans incoming client intake from email, forms and attachments into a structured record, ready for conflict checks and matter opening.

    • Matter billing and disbursements

      Time, disbursements and pre-bills reconciled manually across the practice each month.

      Handled by

      AP / AR Automation Agent

      Drafts client invoices from time and disbursement records, and reconciles supplier costs against the matter file.

    • Business development outreach

      Lapsed clients and warm relationships go cold because no one has time to map them against active matters.

      Handled by

      Outreach & Pipeline Agent

      Identifies BD opportunities from matter history and CRM activity, and drafts personalised follow-ups for partners to review.

    • Thought leadership and EDMs

      Insight pieces and client updates start strong then quietly stop while fee earners are heads down on matters.

      Handled by

      Marketing Content Agent

      Turns matter wins and partner notes into ready to review EDMs, articles and social posts. Keeps the channel alive without the manual overhead.

    • Regulatory and case law monitoring

      Regulatory changes and relevant judgments tracked through ad hoc subscriptions and inboxes.

      Handled by

      Web Monitoring & Market Intelligence Agent

      Monitors regulators, courts and external sources for changes relevant to active practice areas and matters.

    • Practice and partner reporting

      WIP, realisation and matter profitability reports built by hand from PMS exports.

      Handled by

      Financial & Management Reporting Agent

      Ingests PMS and finance exports and produces partner, practice and management reports without manual compilation.