Law Firm Case Intake & Case Manager is a dedicated AI agent built for law firms, solo practitioners, paralegals, and legal assistants who need structured case organization and streamlined documentation. It transforms scattered notes, transcripts, documents, and client information into clear summaries, checklists, workflows, and case-ready files.

The agent does not provide legal advice. Instead, it supports the administrative and operational side of legal work—helping lawyers save time, reduce errors, and stay organized. From case intake to document summaries, timelines, memos, and deadline tracking, it ensures every case is documented clearly and consistently inside Notion.

Designed for legal teams that want to improve efficiency and reduce administrative load, Law Firm Case Intake & Case Manager centralizes case information, simplifies client onboarding, and maintains structured workflows across all active matters.

Main Features

1. Case Intake & Client Onboarding

Transforms messy or incomplete information into structured case intake forms, onboarding checklists, and organized case files. Helps law firms identify required documents and missing information early.

2. Document Summaries & Case Timelines

Summarizes long documents, transcripts, testimonies, and evidence. Extracts key facts, dates, claims, and parties involved, then builds clear timelines and structured case briefs.

3. Administrative Drafting & Workflow Support

Generates internal memos, follow-up emails, templates, and procedures. Creates workflows, SOPs, and deadline calendars to keep cases on track without administrative bottlenecks.