Your overnight agent.
Define a workflow once — intake, triage, routing, CRM update. LegalScout runs it autonomously, every time, without a human in the loop. The agent who never misses a step.
How it works
Define once. Run forever.
The agentic system handles the process end-to-end. You set the rules; the Planner executes them.
- 1
Define the workflow once
Map out the process — intake questions, qualification criteria, triage logic, routing rules. The Planner AI helps structure it into a repeatable workflow template stored in your account.
- 2
Planner qualifies the matter
When triggered, the Planner conducts a structured conversation with the client or internal user — gathering what it needs, applying your qualification criteria, and making a routing decision.
- 3
Agentic routing and handoff
Based on the Planner's assessment, the workflow routes the matter to the right team member, updates the practice management system, and generates a matter summary — without anyone intervening.
Use cases
The work that falls through the cracks.
Intake forms that sit unanswered. Enquiries routed to the wrong team. CRM entries that don't get created. These aren't failures of effort — they're failures of process. Agentic workflows fix the process. Each run costs 5 credits. If the workflow saves one hour of associate time, it pays for itself on the first run.
- Client intake qualification — filter enquiries before they reach a lawyer
- Matter triage — classify and prioritise incoming work automatically
- CRM and practice management routing (Clio, Actionstep integrations)
- Conflict of interest pre-screening
- Standard document request workflows
- Onboarding new clients — collect KYC information and generate engagement letters
- Post-matter follow-up sequences
- Internal knowledge retrieval for recurring matter types
Ready to level the playing field?
See LegalScout on your own contracts in a 20-minute live walkthrough. No pressure. No procurement deck.
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