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AI Coworker for a Litigation Firm

Documents, Versions, Deadlines & Next Actions In Progress

A litigation team lives and dies by three things: having the right document, knowing which version is current, and never missing a deadline. We're building a custom AI coworker that keeps all three organized, summarizes long documents in minutes, lets the team search every case in plain English, and keeps a clear list of what's next.

Client Litigation law firm
Service Custom AI Coworker
Built on Legal & Paperwork + Operations coworkers
Status Building now

The Challenge

Where things stood

  • Pleadings, discovery, exhibits, and correspondence were spread across email, shared drives, and individual desktops.
  • Multiple drafts of the same motion were circulating, and it wasn't always clear which version was final or filed.
  • Court deadlines, discovery cutoffs, and hearing dates were tracked by hand in calendars and spreadsheets.
  • Next steps lived in attorneys' heads, so handoffs between attorneys and paralegals could slip.

What the firm needed

  • One organized home for every document on every case.
  • A clear version history: what changed, who changed it, and what was filed.
  • Personal logins and a full record of every action, with the ability to undo mistakes.
  • Deadlines confirmed by an attorney, with reminders well before they're due.
  • A plain list of next actions for each case, with an owner for each one.

👉 Less time searching and reconciling. More time for case strategy, drafting, and clients.

What We're Building

Not a generic legal chatbot. Two coworkers, Legal & Paperwork and Operations, trained on how this firm actually runs its cases. Here's what they'll handle.

Document Tracking

Every file, in the right place.

  • Organizes pleadings, discovery, exhibits, and correspondence by case
  • Names and organizes new documents using the firm's conventions
  • Finds any document in seconds when someone asks

Version Control

Always know which draft is current.

  • Keeps a full history of every draft
  • Summarizes what changed between versions, and who changed it
  • Clearly marks the version that was filed or served
  • Rolls any document back to an earlier version

Deadline Tracking

Confirmed, calendared, reminded early.

  • Pulls key dates from court orders, scheduling orders, and filings
  • Has an attorney confirm each deadline before it's tracked
  • Sends reminders to the right people well ahead of every date

Next Actions

Everyone knows what's next.

  • Keeps a running list of next steps for each case, with an owner
  • Sends a daily briefing of what's due and what's blocked
  • Answers questions like "What's due on this case in the next two weeks?"

AI Summaries

Up to speed in minutes, not hours.

  • Summarizes depositions, transcripts, and long filings into key points
  • Keeps a one-page snapshot of each case: parties, claims, key dates, and status
  • Shows what changed since you last looked at a case

AI Search

Ask in plain English. Get the source.

  • Searches across every document, email, and version on a case
  • Understands questions, not just keywords
  • Links each answer to the source document and page

What the Team Sees Each Morning

A sample daily briefing and search, not a live case. Case names and details are made up.

Daily case briefing Sample

Deadlines coming up

  • 3 days Rivera v. Coastline Logistics: opposition to motion for summary judgment due. Owner: Sarah
  • 9 days Patel v. Northgate Properties: discovery responses due. Owner: Daniel
  • 14 days Kim v. Brightline Health: mediation statement due. Owner: Maya

Document updates

  • Rivera: MSJ opposition updated to v4 overnight. Changes: added two exhibits and revised the statement of facts.
  • Patel: 212 pages of production received and saved under Discovery.

New summaries

  • Kim: Deposition of the plaintiff's treating physician (142 pages) summarized into 6 key points, with 2 passages flagged for attorney review.

Next actions

  • ☐ Sarah: review v4 of the Rivera opposition and approve for filing
  • ☐ Daniel: confirm the new deposition date in Patel so it can be tracked
  • ☐ Maya: send the draft mediation statement to the client
Ask the caseSample
"Where does the opposing expert talk about the shipping delays?"

Found in 3 places in Rivera v. Coastline Logistics:

  • Expert Report (v2), pp. 14–16 Attributes the delays to warehouse staffing, not routing.
  • Expert Deposition, p. 88 Concedes he did not review the January dispatch logs.
  • Rebuttal Report, p. 3 Revises the delay estimate from 11 days to 7.

Built Around This Firm's Guardrails

1

Understand the Practice

We mapped how a case moves through the firm, from intake through discovery, motions, and trial prep.

2

Build the Knowledge Base

We're capturing the firm's case structure, document types, naming conventions, and deadline rules in one source of truth.

3

Train the Coworker

We're teaching it the firm's workflows and testing it against real scenarios, with attorneys reviewing its work.

4

Pilot & Roll Out

It launches on a small set of active cases first, then expands across the firm as the team gains confidence.

Access and guardrails

Every team member has their own login

Attorneys, paralegals, and staff each sign in with their own account, and only see the cases and documents their role allows.

Documents stay in the firm's storage

Files live in storage the firm controls, and the coworker only connects to tools the firm has approved. We walk the firm through exactly which services see what before anything goes live.

Attorneys stay in charge

Every deadline is confirmed by an attorney, and summaries and search answers link to their sources. The coworker never submits anything to a court or gives legal advice.

Every action can be reviewed and reverted

Every change, by a person or the coworker, is logged with who did it and when. Anything can be reviewed and undone.

Activity log Sample
  • 9:14 AM AI Coworker saved "Defendant Production Vol. 3" under Patel â€ē Discovery ReviewRevert
  • 9:02 AM Sarah K. approved the MSJ opposition deadline in Rivera ReviewRevert
  • 8:47 AM AI Coworker updated the Kim case snapshot after a new deposition summary ReviewRevert
  • 8:31 AM Daniel R. uploaded v3 of the Patel discovery responses ReviewRevert

How We'll Measure Success

The project is in progress. Once the pilot is live, we'll track:

Time spent searching

Hours per week spent looking for documents, versions, and key passages, and how long it takes to get up to speed on a case.

Deadlines caught early

How far ahead each deadline is confirmed and flagged, and how many are caught by the coworker before anyone has to go looking.

Clean handoffs

Next actions with clear owners, so work doesn't fall between attorneys and paralegals.

Hours back for legal work

Admin time returned to case strategy, drafting, and client work.

Every document, version, deadline, and next step in one place, summarized and searchable, so the team can focus on the legal work.

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