Virtual Associate
Turns plain‑language emails into finished legal work
Write one email that describes what you need and attach any documents. The associate reads it, identifies the task, picks the right workflow, and asks only for missing essentials. It resumes automatically, tracks every step, files outputs to the right place, and sends a concise summary. Inbox first. Speed without surprises.
How it works
Email in
Send plain‑language instructions with attachments. No portal, no forms.
Clarify only what’s missing
The associate parses, selects a workflow, and emails concise questions if needed.
Deliver with audit trail
It drafts, files outputs to your folders, and sends a summary of what happened.
Key Features
Orchestrated Legal Workflows
Coordinates tasks, drafts, and handoffs across systems with clear checkpoints.
Agentic Reasoning
Plans steps, executes tools, and adapts based on results with guardrails for review.
Human-in-the-loop
Keeps attorneys in control with approvals and edits at key moments.
Core Workflows
- Contract Drafting — From intake to first draft, redlines, and signature-ready output.
- Minute Book Docs — Resolutions, ledgers, and registers generated from entity data.
- Incorporations — Guided data capture to filings, folders, and client communications.
- Real Estate Conveyancing — Title pulls, encumbrance review, undertakings, and closing packages.
Roadmap
Core workflows
In progressContract drafting, minute book docs, incorporations, and real estate conveyancing.
DraftingMinute bookIncorporationsConveyancingWorkflow-switching agent
NextRoutes work across workflows, manages priorities, and surfaces approvals.
Outlook integration
NextEmail ingestion, scheduling, and tracking tied to matters and workflows.
Why it matters
Legal work spans templates, emails, signatures, calendars, and filing. Virtual Associate orchestrates it end‑to‑end so you can keep working from your inbox. You’ll always know what happened, who approved it, and where to find the outputs.
Guardrails by default
- Conflict checks before moving forward and clear pauses on ambiguity.
- Approvals for sensitive actions (e.g., issuing shares, sending e‑signatures).
- Sensitive details stay inside the matter; everything is tracked with an audit trail.
Workflow examples
What the associate does for common legal work
Contract drafting
Extracts parties, governing law, dates, amounts, and defined terms from your email or attachments; assembles the right template and clauses, fills variables, and returns a working draft. Reply with redlines; it applies changes, produces a clean version, and can prepare e‑signature packages. Final docs are filed and time entries or matter notes are created.
Incorporations
From jurisdiction, proposed name, and share structure to complete packages and org resolutions. Builds a compliant minute book structure and prepares signature pages. If items like fiscal year‑end or registered office are missing, it asks only for those. After signing, deliverables are filed and a summary email confirms what was created and where it lives.
Minute book upkeep
Annuals, director/officer changes, share issuances, dividends, and historical clean‑ups. Drafts the right documents in sequence, checks names/dates/share classes across prior filings, flags conflicts, and posts updated artifacts to the correct folders. You get a concise status and any open questions.
Real estate conveyancing
From executed agreement and dates to letters, forms, and closing deliverables. Tracks conditions and undertakings, asks for specifics like payout statements or trust instructions, compiles the closing package, records where each artifact was saved, and sends a closing summary with links and outstanding items.