Part of our Operations agents

AI workforce for Law Firm Operations

AI agents for operations teams in law firms

Actionist is an AI automation tool whose agents operate the apps your law firm's operations team already uses, from chasing a stalled matter by memory to an agent flagging the overdue action before a deadline closes in.

Law firm operations teams get back the hours lost to matter tracking, deadline docketing, and status reporting.

Get Personalised Demo Open Actionist

Your AI workforce

26 hrssaved on avg per person / month

$832avg saved per person / month

27avg scheduled jobs a week

Operates your stackActionist App Store

How it works

AI Employees for Law Firm Operations in 4 simple steps

Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.

Where you spend your time

Why Law Firm Operations teams switch

We know how your week actually goes

What matters to you

Every matter opened the same way
A cleared conflict check turns into a matter number, a folder structure, and an opening checklist, every time.
No matter stalls without someone noticing
Every open matter is reviewed for its next action, and an overdue one gets flagged before it slips further.
Deadlines docketed the day they are known
A filing deadline or statute of limitations is calendared the moment it is confirmed, not weeks later.
Documents filed and files closed on time
Matter documents are named and filed to convention, and closed files are archived instead of left open.
Partners see the real status every week
A weekly matter report is ready before the meeting, not reconstructed from memory the night before.
Built around your practice operations
These are examples. Build a custom agent for any operations job your team repeats.

And hundreds of other tasks you do manually..

An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Law Firm Operations team's day.

The problem

Where the hours go

Opening a new matter means someone manually creates the matter number, builds the same folder structure by hand, and runs through an opening checklist from memory, so the exact steps taken depend on who happened to open the file that day.
An agent opens the matter number, builds the folder structure, and runs the opening checklist the same way every time a conflict check clears, so a new file starts consistently no matter who is at their desk.
A matter goes quiet because the fee earner is buried in another case, and nobody notices the next action was due two weeks ago until a client calls asking for a status update that nobody can give.
An agent reviews every open matter on a schedule, flags the ones where the next action is overdue, and drafts a chase to the right person for approval, so a stall gets caught before a client has to ask.
A filing deadline gets docketed onto one lawyer's personal calendar but never makes it onto the firm-wide deadline tracker, so nobody backing up that lawyer has any idea a statute of limitations is two weeks out.
An agent calendars every confirmed deadline onto the firm-wide tracker the moment it is known, and cross-checks it against each lawyer's diary, so a deadline is never sitting in only one person's head.
The weekly matter status report for the partner meeting gets pieced together from the practice management system, a few spreadsheets, and whatever the fee earners remember to mention, and it still takes most of a Thursday afternoon.
An agent pulls every open matter's status, next action, and approaching deadline into the weekly report automatically, ready before the partner meeting instead of assembled the night before.

Actionist Will Automate

Anatomy of an automation

What one automation looks like

Trigger·Every Thursday morning, ahead of the partner meeting

Trigger

Step 1

Actionist

Schedule fires every Thursday at 09:00, ahead of the partner meeting

read

Step 2

Clio

Pull every open matter's status, next action, and last activity date

read

Step 3

Google Calendar

Cross-check each matter's docketed deadlines against the firm-wide calendar

write

Step 4

Google Sheets

Compile the weekly matter status report, flagging stalled matters and approaching deadlines

Confirmation

Step 5

Human

Operations lead reviews the flagged matters and approves the internal chase list

write

Step 6

Slack

Post the approved report and chase list to the ops channel ahead of the meeting

Saved per run

45 min

Runs / week

~1×

Every stalled matter and approaching deadline is on the table before the partner meeting starts

A week in the life

A week with your Law Firm Operations agents

27Scheduled jobs

6Agents at work

24/7Always on

Agents

Wed–Fri

Wed

Thu

Fri

10a

11a

12p

Apps

Some of the apps for your Law Firm Operations team

View Actionist App Store

Some of the law firm operations apps your agent operates for you. Hundreds more are in the Actionist App Store.

Triggers

Your Agent wakes up Automatically whenever something happens

Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.

WhenA conflict check clears for a new enquiryfires within about a minute

The agent automatically

The moment a conflict check comes back clear, the agent creates the matter number in the practice management system within about a minute, builds the standard folder structure in Drive, and starts the opening checklist, so the file is set up before anyone has to think about it.

Receives this trigger from

Clio Google Drive Airtable

What it automates

Use cases for this team

Deadlines docketed and cross-checked the day they land
An agent calendars every newly confirmed filing deadline and statute of limitations onto the firm-wide tracker within about a minute, and cross-checks it against the underlying matter record so a mismatch surfaces the same week it appears, not months later.

Your benefits

Manual vs agent

Where the time goes back

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Operations
110 min / week
Opening a new matter's file and folder structure
Someone builds the folder structure by hand, copying the pattern from the last matter they opened, and works through the opening checklist from memory.
Operations Agent
0 min
Agent opens the file the same way every time
An agent opens the matter number, builds the standard folder structure, and starts the checklist the moment a conflict check clears.
Operations
200 min / week
Reviewing every open matter for its next action
Someone scrolls through the full open matter list checking whether each one's next-action date has already passed.
Operations Agent
0 min
Agent flags the overdue ones daily
An agent reviews every open matter each weekday, flags the overdue next actions, and drafts the internal chase for approval.
Operations
60 min / week
Docketing a newly confirmed filing deadline
Someone reads the matter notes for a new deadline and manually adds it to the firm-wide tracker and each affected calendar.
Operations Agent
0 min
Agent dockets it within about a minute
An agent calendars a newly confirmed deadline the same day it is known and cross-checks it against every affected diary.
Operations
60 min / week
Compiling the weekly matter status report
Someone pulls status, next action, and deadline data from several tools by hand and assembles it the night before the partner meeting.
Operations Agent
0 min
Agent compiles it ready before the meeting
An agent pulls every matter's status and approaching deadlines into the weekly report, flagged and posted ahead of the meeting.
Operations
75 min / week
Chasing missing daily time entries
Someone checks the timekeeping system for gaps and messages each fee earner individually to log their time before it is forgotten.
Operations Agent
0 min
Agent flags a gap and drafts the reminder
An agent checks logged time against calendar activity each day and drafts the reminder for anyone missing an entry.

+ 100s of other automations

Average monthly

24 hrs / person / month

ROI

What that's worth

Calculator

Calculate what your team saves

Team size

2 people

Hourly rate

$32 / hr

Hours saved / week

Hours saved / year

600

Annual ROI

$19,200

Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~6 hrs / person / week of admin work automated.

How easy it is to use

Automatic onboarding

We'll do all the heavy lifting for you.

From entering your website address to having a working AI team, no effort from you.

Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
Try the demo
Step 2
Actionist Auto
Optional
- Watches you work
- Creates your agents, workflows and schedules
Get the extension
Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
Browse the App Store
Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Open Actionist

Enter your website URL for a personalised demo

See exactly what Actionist would automate for your business.

Trust & control

You stay in control

An agent touching matter files, deadlines, and status reports only earns a place in the workflow if you stay in control of it. Actionist is built so nothing external ever sends without approval, every filing is logged, and litigation holds are respected automatically.

Anything external waits for your approval

A filing package, a chase to opposing counsel, or a client status update is drafted first and held for a lawyer's review. Only internal chases move without a manual step, and even those stay visible in the log.

Litigation holds checked before every archive

The agent checks the firm's hold list before any matter is archived, and pulls anything under an active hold out for a person to confirm, never assuming a matter is safe to close.

Full audit trail of every docketed deadline

Every deadline it calendars, every document it files, and every status report it compiles is logged with a timestamp, so you can see exactly what changed and when.

Matter data stays yours

Client details, matter records, and correspondence are encrypted and never used to train any model. Self-host on a VPS if your practice needs everything on its own infrastructure.

Law Firms

More Law Firms teams

Law Firm Admin & Office
Agents that answer the front desk, book the consultation, and file the signed retainer before the courier is out the door.

Operations agents in other industries

Accounting Firm Operations Construction Operations Consulting Operations Ecommerce Operations Healthcare Practices Operations Hospitality Operations IT Services Operations Insurance Agency Operations Logistics Operations Manufacturing Operations Property Management Operations Real Estate Operations Recruiting & Staffing Operations Restaurants Operations

More to automate

More use cases for Law Firm Operations teams

FAQ

Frequently asked questions

Does my operations team need to be technical to use this?

No. Actionist is built for a law firm operations team, not developers. You describe how matter opening, docketing, and filing already work at your practice in plain language, connect the apps you use, and the agent handles the rest. There is no code to write, and for most tools nothing to configure through an API, because the agent operates the apps the way a coordinator would.

How do I get started with an operations agent for my firm?

Book a free demo and an Actionist team member will walk through your biggest operations pain point, whether that is matter opening, deadline docketing, or the weekly status report, and set up a working example against your real practice management data. Most firms have their first operations agent running within a day of the demo.

How do I make a customised AI agent for how our practice actually runs?

You set the agent's role, which apps it touches, and the approval rule for each action type it takes. Tell it your folder convention and opening checklist for a new matter, or the deadline rules your docketing standard follows, and it applies them consistently on every run. Update the rules whenever your process changes and the agent follows the new version from then on.

How quickly can we set this up?

A basic agent, one that flags an overdue next action to Slack each morning, can be running within hours of your demo. Workflows that span several tools, like the weekly matter status report pulled from your practice management system and calendar, typically take one to three days of iteration. You test it against a copy of your data before it touches a live matter.

Our client and matter data is privileged. How is it protected?

Matter data stays yours. Everything the agent reads and writes is encrypted, and none of it is used to train any AI model. Every action it takes, from a docketed deadline to a filed document, is logged in a full audit trail. If your practice needs everything on its own infrastructure, you can self-host Actionist on a VPS.

Our practice management software has no API. Will this still work?

Yes. The desktop agent opens your practice management system, your document store, or your calendar directly, the way a coordinator sitting at the keyboard would, and reads and clicks through each screen to make the update. Because it operates the interface rather than calling an API, docketing a deadline or filing a document works even where a tool has no integration to plug into.

Will it send an internal chase or a filing without a person seeing it first?

By default, anything that reaches a client, opposing counsel, or the court is drafted first and waits for a lawyer's approval before it sends. An internal chase to a fee earner about an overdue next action is the only kind of message that can move on its own, and even that is logged and visible. You can widen that autonomy for steps you trust.

Can it decide a matter is safe to close and purge a file?

No. The agent checks a closing matter's completeness and checks it against the firm's litigation hold list, but a person always confirms a matter is genuinely safe to archive or purge. It flags, it never decides on its own about anything that could touch a hold obligation.

Is this worth it for a small firm operations desk with just one or two people?

Yes, this is often where it matters most. A one or two person operations desk is usually the one keeping docketing, filing, and reporting current across every matter in the firm, so the hours an agent takes off tracking and reporting free up the most relative time. There is no infrastructure to run and no IT team required.

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Use Cases Teams Industries

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See an agent dock a deadline and flag a stalled matter

Book a free demo and watch an Actionist agent open a matter file, docket a filing deadline, and flag an overdue next action, end to end.

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AI agents for operations teams in law firms

AI Employees for Law Firm Operations in 4 simple steps

Manual Time

Actionist Automations

Your Benefits

Easy to use