Matter chronology and source-grounded research
Organise the chronology and verify accessible authorities against the proposition they support.
MATTER REFERENCE / JURISDICTION / DOCUMENT VERSION
AI agent for small law practices
The matter, its sources and its next deadline. Kept together.
Your AI agent follows research, document requests and working drafts across each client matter.
A specialised AI agent you can ask for more. Chat here on the site.
$149.00/month, including $60.00 in monthly credits. Monthly subscription. Before tax.
Specialised AI agentYour own report presetNo connection needed to begin
Matter research and deliverySPECIALIST / 947
YOUR SPECIALISED AI AGENT
One place for matter chronology and source-grounded research, working drafts and document coordination, deadline tracking and client-status delivery.
MADE FOR YOUR WORKDAYStart with work already on your desk
Your first useful assignment.
Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.
Get my AI agent →YOU COULD ASK
“Take the supplied commercial dispute file through a chronology, verified research pack, working response draft and client update. Chase missing exhibits and maintain the matter deadlines as the record changes.”
- Matter chronology and source-grounded research
- Working drafts and document coordination
- Deadline tracking and client-status delivery
A useful first result
A matter chronology, source-linked research pack and versioned working draft with unresolved facts and deadline sources visible.
Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.
A conversation at your desk
Take the supplied commercial dispute file through a chronology, verified research pack, working response draft and client update. Chase missing exhibits and maintain the matter deadlines as the record changes.
This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.
Illustrative project · configured agent at work
A configured agent with your matter reference, jurisdiction and document version records, current commitments and the connected accounts used for working drafts and document coordination.
- Matter chronology and source-grounded research
- Working drafts and document coordination
- Deadline tracking and client-status delivery
A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.
- You · Small law practices
Take the supplied commercial dispute file through a chronology, verified research pack, working response draft and client update. Chase missing exhibits and maintain the matter deadlines as the record changes.
- Your AI agent · AI Agent Store
One quoted authority does not support the proposition attributed to it, and two exhibits have different dates. I’m replacing the unsupported citation and reconciling the exhibits while completing the chronology.
Work in progress - You · Small law practices
Use the matter’s stated jurisdiction and our existing response position. Keep the disputed facts visible in the working draft.
- Your AI agent · AI Agent Store
The chronology, source-linked research pack and versioned response draft are ready in the matter files. The client update is delivered through the connected practice account; deadlines retain their source references and the remaining factual dispute is explicitly marked. Your working files and dashboard reflect the recorded outcomes.
Later · delivery and saved results
The details your specialist follows
Inside the matter research and delivery
Follow each matter reference through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.
Keep an eye on: unverified authorities, conflicting exhibit versions, missing client documents and approaching source-backed matter deadlines.
Illustrative working document · your records start empty
| Matter reference | Dependency to follow | Evidence of completion |
|---|---|---|
| MATTERS-104 | Matter chronology and source-grounded research | Document requests fulfilled |
| MATTERS-118 | Working drafts and document coordination | Citation checks completed |
| MATTERS-126 | Deadline tracking and client-status delivery | Agreed matter deliverable dates met |
Active matter research and delivery records3
Matter deliverables issued40 deliverables
Outcomes with supporting evidence2
Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.
MATTER REFERENCE / JURISDICTION / DOCUMENT VERSION
A working brief for your AI agent.
The matter reference, jurisdiction and document version follow every source and draft. Your agent checks authorities, coordinates missing exhibits and maintains the client-status record.
AI
Your AI agentPrepared for small law practices
Matter research and delivery working registerEXAMPLE, NOT LIVE ACTIVITY
An example record for matter reference, jurisdiction, document version, matter deliverables issued.
01Matter reference02jurisdiction03document version
The useful next step
Matter chronology and source-grounded research
Organise the chronology and verify accessible authorities against the proposition they support.
Built around the details that matter
Matter chronology and source-grounded research. With the right questions already in mind.
For small legal-service practices managing their own client matters. Matter research and delivery are distinct from bid writing or transcription services.
Working drafts and document coordination
Develop versioned working drafts and follow the missing matter documents.
Deadline tracking and client-status delivery
Keep source-backed dates and client updates current as the matter record changes.
A small tool for a real job
Matter document requests to follow. Before the back-and-forth.
Follow unverified authorities, conflicting exhibit versions, missing client documents and approaching source-backed matter deadlines before they turn into another missed commitment.
Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.
- Matter reference
- jurisdiction
- document version
- Matter deliverables issued
Try your own numbers
Matter document requests to follow
Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.
From enquiry to a useful next step
Matter research and delivery working register. Your way of working.
01
Brief and source records received
Add a job reference and the details you already know.
02
Matter chronology and source-grounded research
Matter reference and jurisdiction, ready to check.
03
Working drafts and document coordination
Give your specialist the outcome and let it carry the work forward.
04
Outcome evidence verified
Keep working records in Files and Tasks.
05
Deadline tracking and client-status delivery
Keep the job and its next steps together.
Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.
Prepared for your business
The numbers behind your matter research and delivery.
Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.
Recorded cases · deliverables
Matter deliverables issued
What this measures
Matter deliverables actually issued, once per matter and agreed deliverable ID; internal draft versions are excluded. Record one observed outcome per defined identity; exclude duplicate updates and illustrative data. For durations omit missing timestamps and pending cases.
Recorded cases · cases
Document requests fulfilled
What this measures
Matter document requests fulfilled with the correct referenced version, once per request ID. Record one observed outcome per defined identity; exclude duplicate updates and illustrative data. For durations omit missing timestamps and pending cases.
Recorded cases · cases
Citation checks completed
What this measures
Citation checks completed against the retrieved authority and quoted proposition, once per matter-source-proposition combination; inaccessible sources are not completed checks. Record one observed outcome per defined identity; exclude duplicate updates and illustrative data. For durations omit missing timestamps and pending cases.
Average · hours
Complete research brief to sourced pack
What this measures
Hours from complete matter research brief to delivered sourced research pack. Record one observed outcome per defined identity; exclude duplicate updates and illustrative data. For durations omit missing timestamps and pending cases.
Observed rate · %
Agreed matter deliverable dates met
What this measures
Issued matter deliverables with source-backed agreed deadlines and actual issue timestamps; on time or late. Filing dates require filing receipts. Numerator: on_time. Denominator: on_time plus late for the same assessed population. Classify each observation once, exclude pending or unknown cases and preserve original deadlines.
Observed rate · %
Checked citations supporting stated proposition
What this measures
Completed citation checks where the retrieved source supports or does not support the stated proposition; met or not met. Exclude inaccessible and unverified sources. Numerator: met. Denominator: met plus not_met for the same assessed population. Classify each observation once, exclude pending or unknown cases and preserve original deadlines.
Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.
Keep the tools that already work
Specialised in your trade. Open to your next idea.
Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.
An AI agent prepared for your business
The starting instructions, intake questions and working rules already match small law practices. Add your service list and one example of your tone when you are ready.
Give your agent the whole job
Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.
Ask beyond the starting workflows
Ask your matter research and delivery to investigate recurring exceptions, compare suppliers, improve customer communications or take on another business assignment in the same workspace. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.
Recommended starting plan
Your AI agent for small law practices.
Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.
$149.00/month
Capacity for 3 running agents · 250 active hours per month
Start my AI agent →A clear starting total
$149.00 before tax today and monthly, including $60.00 in Platform Credits after the first payment and each paid renewal.
Unused credits roll over. AI usage draws from your balance; additional credits are available when needed. $0.15 applies per active hour beyond the included allowance. Optional voice and other services cost extra.
Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.
Automatic top-ups start off. Buy credits manually or set automatic top-ups and spending limits in your account. Keep the full Teams controls for models, connections and supported settings.
Before you begin
An AI agent for small law practices.
Can it prepare a complete matter pack rather than a short answer?
Yes. It can work through your files, verify accessible research sources, build a chronology, prepare versioned drafts and follow document requests. Give it the jurisdiction and matter context. Research subscriptions and practice or filing systems need appropriate access; a prepared filing is not represented as submitted without a receipt.
Is this only for the three tasks shown?
No. This is an AI agent specialised for small law practices, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.
What happens after I subscribe?
After payment, we prepare your AI agent for small law practices, its workflows and your matter research and delivery working register dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.
Do I need to connect email or messaging?
No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.
Does this replace my existing business software?
Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.
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