For legal assistants and administrators
Three attorneys need three things by end of day, and every request came in a different way.
Plain-language material for legal assistants and administrators: how to use the AI tool your office already has, what is safe to paste, and ready-made steps for intake, templates and status reports.
The work that fills your week
- Logging requests and chasing the details that are missing
- Preparing documents from standard templates
- Weekly status reports and matter lists
- Keeping calendars, deadlines and trackers current
- Learning the AI tool the office just rolled out
AI can take the first pass
Summarizing a request for the intake log; filling a template and listing what is still needed; turning a tracker into a status update.
You keep the decisions
What gets sent, to whom and when. Anything that needs legal judgment goes to the attorney, and each item says where that line is.
Built for this role
Pack
Legal Intake and Triage
A request form, triage rules and a tracker, in the tools you already have.
See the packAgent kit
Template Population
Fills standard documents from intake answers and asks about gaps first.
See the kitCourse
First Steps to Confident
Thirteen short lessons, from what AI can do to checking its output.
See the courseFree, with no email
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