The legal AI agent that helps your firm act faster.
Firm Intelligence analyzes matters, tasks, documents, mail, calendars, contacts, and firm activity to answer operational questions, propose next steps, and execute approved actions.
- Firm-wide context
- Approval-gated execution
- Action trail
- Always-on (⌘K)
What's overdue across my active matters?
- 14 matters need attention
- 6 overdue tasks
- 3 client updates waiting
- 2 upcoming deadlines need review
- 4 proposed task assignments
- 1 suggested partner review
- Proposal generated
- Source checked
- User approval required
- Action pending
Most firms know what happened yesterday. Few know what needs action today.
Law firms operate across matters, tasks, deadlines, documents, emails, calls, calendars, and client updates. The information exists, but it is scattered. Firm Intelligence gives legal teams a faster way to ask operational questions across the firm and turn the answer into approved next steps.
Information without clarity creates invisible risk.
- Overdue tasks hide across matters and teams.
- Client updates get delayed because no one has the full picture.
- Deadlines require constant manual checking.
- Managers need visibility without interrupting staff all day.
- Generic AI tools cannot safely act across firm systems.
- Open dashboard
- Search matters
- Ask staff
- Check calendar
- Review inbox
- Create tasks manually
- Ask Firm Intelligence
- Review prioritized answer
- Approve proposed actions
- Track execution in the Agent Queue
Not just answers. Approved action plans.
Firm Intelligence is designed around a controlled action model. It analyzes firm data, proposes what should happen next, and routes actions for human approval before execution.
"What's overdue across my active matters?"
Firm Intelligence analyzes matters, tasks, deadlines, calendars, and firm activity.
Prioritized summary ready.
Returns a structured answer with recommended actions queued for your review.
Select, edit, or reject each action.
Approve what should happen next. Nothing executes without your review.
Approved actions run through Legasus.
Every step is logged to the action trail for full accountability.
Tools, not just answers.
Firm Intelligence can work across the core systems inside Legasus. It can search, summarize, propose, draft, assign, schedule, and explain — while keeping sensitive actions behind approval.
Summarize activity
Summarize matters, days, weeks, mail threads, task progress, and firm-wide activity on demand.
Propose calendar events
Suggest meetings, deadlines, reminders, and review sessions for team approval before scheduling.
Run analytics
Explain dashboard metrics, caseload trends, bottlenecks, and team performance in plain language.
Look up deadlines
Surface court dates, statute-related notes, matter deadlines, and upcoming reminders.
Match leads to matters
Suggest related matters, contacts, or prior conversations when reviewing new potential clients.
Score leads
Trigger or refresh AI lead scoring to help your intake team prioritize follow-ups.
Review workload
Recommend task assignments based on current workload, matter roles, and completion patterns.
Ask questions across the entire firm.
Firm Intelligence helps managers and attorneys understand what is happening across the firm without manually opening every matter, task list, calendar, or inbox.
- "Which matters have overdue tasks?"
- "Which clients have not received an update this week?"
- "What deadlines are coming up in the next 14 days?"
- "Which matters have no recent activity?"
- "Which demand packages are waiting on records?"
- "What did my team complete yesterday?"
- "Which leads should we follow up with first?"
- "Which paralegal has capacity for new assignments?"
One request can become a coordinated workflow.
Firm Intelligence breaks complex requests into smaller steps across connected tools. Instead of asking your team to manually search, compare, draft, schedule, and assign, the agent proposes a workflow you can review before execution.
“Find the demand draft for the Patel matter, compare it to our standard demand format, identify missing records, propose three edits, and schedule a partner review for Friday afternoon.”
- 1Locate demand draftFound
- 2Retrieve firm boilerplateFound
- 3Compare structure and missing sectionsReviewed
- 4Identify missing recordsProposed
- 5Propose editsNeeds approval
- 6Suggest partner review meetingNeeds approval
Every action waits for approval.
Firm Intelligence does not silently change important firm data. The Agent Queue gives teams a place to review, approve, reject, edit, and track proposed actions before anything executes.
- Needs reviewEmail draft
Client update ready for review · Patel matter
- Needs reviewTask
Reassign medical record follow-up to Sarah
- ProposedCalendar
Partner review · Friday afternoon · Patel team
- ProposedDeadline
Reminder for demand package deadline · 5 days
- ApprovedSummary
Matter summary ready to share · Hernandez
One command bar. Anywhere in Legasus.
Firm Intelligence powers the global assistant widget inside Legasus. It understands the page the user is viewing and picks up context from the current matter, lead, task, mail thread, or dashboard.
- On a matter page:Ask about deadlines, tasks, files, or recent activity for this matter.
- On a mail thread:Summarize the conversation and draft a reply for review.
- On a dashboard:Explain metrics and surface bottlenecks across the firm.
- On a task page:Propose next steps or suggest a reassignment.
- On a lead page:Score the lead and suggest a follow-up action.
When more information is needed, it asks in the interface.
Instead of returning long paragraphs of clarifying questions, Firm Intelligence presents structured follow-up cards. Users respond faster and the workflow keeps moving.
“Schedule a partner review for the Patel matter.”
Better task routing for busy legal teams.
When proposing tasks, Firm Intelligence can recommend the right assignee based on matter role, current workload, completion history, and user permissions.
- Assign record follow-up to the paralegal already working the matter.
- Route partner reviews to the responsible attorney.
- Suggest reassignment when a team member is overloaded.
- Recommend follow-up tasks after a document review.
- Create task groups for demand packages, discovery, or intake workflows.
Firm Intelligence recommends assignees. Your team approves every assignment.
Sarah Kim
Paralegal · Patel matter team
Already assigned to this matter. Lower current workload than the rest of the team.
38% — below average
Every operational decision has context.
Firm Intelligence conversations can be saved, titled, reopened, and shared with the right team members. Firms get a record of what was asked, what was proposed, what was approved, and what happened next.
- Saved conversations
- Auto-generated titles
- Shareable internal links
- Matter-specific chat history
- Proposal history
- Approval history
- Action trail
- Overdue matters reviewActive
- Weekly partner summary
- Patel demand workflow
- Lead follow-up plan
- Upcoming deadlines
Powerful automation still needs firm control.
Firm Intelligence is designed for law firm environments where confidentiality, permissions, and accountability matter. Actions are permissioned, approval-gated, and auditable.
No silent writes
Important actions require review and approval through the Agent Queue before execution.
Approval-gated email
Outbound emails are drafted for review and require approval before sending.
Role-based permissions
Users can only access data and tools allowed by their role inside the firm.
Audit trails
Proposals, approvals, edits, and executions are tracked for every action.
Usage controls
Firms can manage AI usage limits and control AI spend per organization.
Answer-only mode
Administrators can disable tool calls so Firm Intelligence only provides answers.
Privacy-first design
Built for law firm environments where confidentiality, permissions, and accountability matter.
The action layer of the Legasus AI system.
Legasus ships five specialized AI agents. Each is built for a different kind of work. Firm Intelligence is the operational layer that coordinates across all of them.
| Agent | Best for |
|---|---|
| Firm IntelligenceThis agent | Firm-wide operations, proposed actions, task routing, calendar coordination, analytics, and approval-gated execution. |
| Legasus 3.0 | Deep legal reasoning, complex analysis, strategy, and high-stakes legal questions. |
| Paralegal Agent | Document summaries, source-backed Q&A, evidence search, and first-pass drafting. |
| Doc Drafter | Formal document generation, templates, letters, and .docx export workflows. |
| Calendar Copilot | Scheduling, reminders, review sessions, and calendar coordination. |
A clearer view of what needs attention.
Managing partners and firm operators need more than dashboards. They need to know what is falling behind, where the bottlenecks are, which matters need action, and which team members need support.
Run Firm Intelligence on your real firm.
Book a demo to see how Firm Intelligence answers operational questions, proposes next steps, and routes approved actions through Legasus.
Common questions about Firm Intelligence.
Add the rest of the suite.
Paralegal Agent
Document-first chat. Drafts answers, reviews contracts, surfaces evidence.
Legasus 3.0
Attorney-grade reasoning with optional fact-checker pass on every claim.
Doc Drafter
Markdown to motion-ready Word documents in seconds. Seven presets.
Mail AI
Summarizes, classifies, suggests next steps, links to matter — every thread.
Intake AI
Scores leads on six dimensions. QAs every intake call. Refreshes summaries.
Calendar Copilot
Surfaces deadlines, suggests slots, schedules with permission. Two-way sync.
Turn firm-wide visibility into approved action.
See how Firm Intelligence helps your team identify what needs attention, propose next steps, and execute approved workflows across Legasus.