Organize new case files and documents
How you could use an agent
Use an agent to sort newly received pleadings, motions, subpoenas, and related papers from email, scans, or intake notes into the right case folder, then draft a short routing note for the attorney or team. The agent can compare the packet to a checklist, spot missing pages or signatures, and leave anything deadline-sensitive or unclear for you to handle.
Where you stay involved
You decide whether the matter is in the right file, fix filing details when they are obvious, and tell the attorney or office manager about anything that needs legal judgment or urgent attention.
