Design agents with platform tools, voice, and deploy options — publish to the marketplace for CleverCase.
Law firm role templates — paralegals, intake, billing, documents, and firm leadership. Configure personality, voice, and platform tools, then deploy via API, embed, or voice.
Practice-area specialists for daily matter work — family, estate, PI, criminal, immigration, real estate, and litigation.
Parenting plans, custody calendars, discovery checklists, client update drafts
Wills/trusts intake, asset schedules, beneficiary summaries, signing packets
Medical chronologies, lien tracking, demand-letter prep, statute reminders
Court dates, discovery exchange, client advisement drafts
Form checklists, evidence indexes, RFE response prep
Closing checklists, title issue summaries, proration worksheets
Pleadings support, exhibit lists, deposition prep, trial binders
Front office workflows — lead screening, client communications, and scheduling.
Screen leads, conflict pre-check prompts, matter-type routing
Status emails, appointment confirmations, empathetic update drafts
Calendar coordination, reminder sequences, no-show follow-up
Firm billing plane — invoices, trust accounting, collections, and timecard narratives.
Invoice narrative review, LEDES-friendly descriptions, approval routing
Trust ledger questions, reconciliation prompts, retainer alerts
Past-due outreach drafts, payment-plan proposals, AR aging summaries
Professional time entry descriptions from shorthand notes
Categorize notes, suggest flags, summarize, and propose time entries for similar work
Document assembly, discovery coordination, court deadlines, and conflict checks.
Merge fields, template selection, packet completeness checks
Request/response tracking, privilege log drafts, production indexes
Deadline calculation, rule-based reminders, court calendar sync
Party/relationship conflict prompts, clear-to-proceed summaries
Managing partner, finance, operations, and practice management advisors.
Strategy, KPIs, and practice health
P&L, overhead, and compensation planning
Ops queues, staffing, and vendor management
Utilization, workflow, and matter load
Cross-practice coordination and executive ops
Marketing crew — copy, brand, social, SEO, video, and design for firm growth.
Campaign copy, decks, and firm messaging
Brand voice, visual identity, and style compliance
Social campaigns, scheduling, and community
Short-form video, reels, and motion content
Search optimization, content structure, and analytics
Visual design, layouts, and creative assets
Legal research support and ethics/compliance reminders for firm staff.