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IndustryUpdated 2026-07-06

AI agents for law firms

AI agents alongside Clio and NetDocuments. Intake triage, document chasing, and billing hygiene run around the practice management and DMS the firm already trusts.

Systems of record this works alongside

ClioNetDocumentsiManageMyCase

Starter workflows

Intake triage

Read the inbound inquiry, run the conflict check against the firm's records, classify the matter type, and draft the engagement letter or the referral. The prospective client gets a fast, professional response and the attorney reviews before anything commits the firm.

Matter document chase

Per matter, surface the documents and information the firm still needs from the client, request them in plain language, and file them into NetDocuments or iManage under the firm's naming convention on receipt.

Billing narrative and pre-bill hygiene

Draft the time-entry narratives from the day's activity, flag the entries that violate client billing guidelines, and assemble the pre-bill for the attorney's review. Realization goes up because the time gets captured and described cleanly.

Deadline and docket monitoring

Track filing and response deadlines per matter, surface them early enough to act, and draft the routine filings the firm handles on a standard template for the attorney to review and file.

The billable hour hides an unbillable day

A law firm sells the attorney's time, and yet a large part of every attorney's day goes to work no client will pay for: chasing documents, writing time narratives, running conflict checks, and organizing the file. Ceven runs that operational layer against Clio, NetDocuments, and iManage, so the attorney's hours go to the legal work and the client relationship. The practice management system and the document management system stay the systems of record; Ceven drafts and files around them, and every action is logged for the file.

Intake that does not leak clients

A prospective client who does not hear back quickly calls the next firm on the list, and a firm that skips the conflict check invites a real problem. Ceven answers the inbound fast, runs the conflict check against the firm's records, classifies the matter, and drafts the engagement letter for the attorney to approve, so the firm captures the client without cutting the corner. The intake is logged end to end, which matters when a declined matter later becomes a question. The attorney makes the engagement decision; Ceven makes sure the decision is teed up cleanly.

Where the human stays, always

Legal judgment, strategy, and advice are the attorney's, full stop. Ceven drafts routine documents to the firm's templates and surfaces deadlines, but nothing is filed and nothing goes to a client without an attorney reviewing it. Any research the firm asks Ceven to run comes back as a cited brief the attorney can verify, never an unsourced assertion. The firm keeps its professional judgment and its systems of record, and offloads the operational weight that was never the practice of law.

Frequently asked

Does the agent give legal advice or make filings on its own?

No. It drafts routine documents and surfaces deadlines; an attorney reviews and files everything. Legal judgment and advice remain the attorney's.

Does this work with Clio and our document system?

Yes. Clio and MyCase on the practice-management side, NetDocuments and iManage on the DMS side, all on the standard adapter. Ceven files under the firm's naming and matter conventions.

How is privileged client data handled?

Client data stays inside the firm's tenant with encryption at rest and row-level security, and every access is logged. Ceven works around the DMS; it does not copy the privileged file store elsewhere.

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