Automatically review contracts and manage cases for your firm

AI reviews new contracts, logs the case, alerts the right attorney, and keeps clients updated automatically.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"new case or contract received"]:::trig s0["extract key contract clauses"]:::svc s1[("log case and route to attorney")]:::store trig --> s0 s0 --> s1 gx{"+ who needs updates"}:::gate s1 --> gx p00["notify attorney in slack"]:::task gx -->|"attorney alert"| p00 p10["email summary and pdf"]:::task gx -->|"client update"| p10 p20["schedule follow-up meeting"]:::task gx -->|"schedule follow-up"| p20 p00 --> out p10 --> out p20 --> out out[/"case logged and stakeholders notified"/]:::out pay{{"faster consistent case handling"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itAn outside serviceA record or sheetEvery pathResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsEmail AutomationMessaging & NotificationsDocument Processing & OCRSpreadsheet & Database OpsAPI & Webhook IntegrationScheduling & Calendar
Connects
OpenAIGoogle SheetsSlackGmailGoogle Calendar
Featured in

The problem it solves

Your firm juggles contracts and cases from multiple clients, and keeping track of key clauses, deadlines, and client updates by hand is slow and error-prone. Important terms get missed and clients are left waiting for updates.

Who it fits

Law firms in corporate, litigation, or family law needing streamlined case and contract management.

How it works

  1. A new case or contract comes in
  2. AI reads the contract and pulls out key clauses
  3. The case is logged in Google Sheets and routed to the right attorney
  4. The attorney is notified in Slack and the client gets an email summary and PDF report
  5. Follow-up meetings are scheduled automatically
What you get

Contracts sorted and routed the moment they land

It reads new contracts, logs the case, alerts the right attorney, and keeps your client updated the whole way through.

What you get

A logged case record, an attorney notification, a client summary, a PDF report, and scheduled follow-ups.

What you need

An OpenAI API key, a Google Sheets account, a Slack workspace, and Gmail.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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