Legal Matter Management demo
Each matter's status, dates, budget and reserve kept current from its own filings, with citations. 1:34
What the demo shows
Keeps each matter, deadline, budget, filing and outside firm in one record with a cited status.
Seven agents keep the matter record current, and cite every source. The intake agent reads a served petition and computes the answer date. The docket agent reads each court order, moves the dates and asks a person when a date is uncertain. The status agent writes the matter's status from its filings, one cited sentence at a time. The budget agent forecasts each phase and checks revised budgets against what was already billed. The reserve agent proposes the quarter's reserve with its reasoning. The accrual and report agents serve finance and the audit committee. Lawyers own the strategy and sign every decision.
Transcript
- Legal Matter Management keeps every matter's dates, budget and reserve in one cited record.
- For in-house legal teams, only one matter in five cent to outside counsel stays on budget.
- Overnight, the court moved the Delgado trial to the 9th of February.
- The docket agent read the order, moved seven dates and cited each paragraph.
- One falls on a Sunday, so it proposes the Friday before and Claire confirms.
- The status rewrote itself.
- Every sentence links to the filing behind it.
- The budget agent sees Baxter Lane at 87% of discovery, with six depositions to go.
- Checking the revised budget line by line, it cuts $27,000 of repeat work.
- General Counsel Rafael Ortiz approves it and signs a reserve change to $2.25 million.
- Every fact cited, every decision signed, every change logged.
- Dates current the day the order lands, overruns caught before billing, reserves auditors can trace.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.