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futureagent

Legal and complianceAutomation

Client file preparation

The agent sorts the documents sent by a client (emails, PDFs, photos), numbers them, writes a one-line summary for each, builds the chronology of facts and prepares the exhibit list.

Use this template

€9 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

For every new matter

  1. 1Sort. Documents by type and date.
  2. 2Summarize. One line per document.
  3. 3Build. Chronology of facts.
  4. 4Attach. To the firm's matter.

Sample deliverable

Morel matter: 38 documents sorted

  • Exhibit 12: email of March 3, 2026, the director requests the transfer to Lyon.
  • Chronology: 14 events, from hiring (2019) to dismissal (June 2026).
  • Exhibit list ready in Word.
  • Word: Chronology and exhibit list

Connectors

  • Google DriveGoogle Drive: read and sort the documents
  • ClioClio: attach the documents to the matter

Already set up for you

Numbering
Chronological

What you'll be asked

  • Which Drive folder does the client drop their documents in?

Who it's for

About 8 runs a month, rich business logic and 10 actions per run (generated files): Essential tier.

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