AI Automation for Agiloft

8 workflow automations purpose-built on top of Agiloft — no data leaves your system, no parallel tool for your team to learn.

Roles using Agiloft

Contract Manager
Contract Manager · Operations & Workflow

Legal Research & Brief Drafting

AI drafts the research memo against the firm's prior work product, pulls current authority from Ironclad, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. Purpose-built for teams running Agiloft — uses the native API or agent integration so nothing leaves the system of record.

Contract Manager · Operations & Workflow

Contract Review & Redlining

AI redlines against the firm's playbook in Ironclad, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time. Purpose-built for teams running Agiloft — uses the native API or agent integration so nothing leaves the system of record.

Contract Manager · Communication & Outreach

Client Case Status Updates

AI drafts personalized case-status updates from live matter state in Ironclad on a weekly cadence, and generates on-demand replies when the client asks — client satisfaction climbs, billable hours come back. Purpose-built for teams running Agiloft — uses the native API or agent integration so nothing leaves the system of record.

Contract Manager · Finance & Accounting

Billing Narrative Cleanup

AI rewrites narratives to match each client's outside-counsel guidelines in Ironclad, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running Agiloft — uses the native API or agent integration so nothing leaves the system of record.

Contract Manager · Operations & Workflow

Court Deadline & Docket Tracking

AI monitors the docket across Ironclad and court portals, calculates response deadlines, calendars every owner, and escalates anything within 72 hours of running — zero missed deadlines, no matter how many matters. Purpose-built for teams running Agiloft — uses the native API or agent integration so nothing leaves the system of record.

Contract Manager · Data Entry & Processing

Visa Petition Package Assembly

AI ingests the beneficiary's evidence into Ironclad, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, and flags missing items — petition prep time drops 70%. Purpose-built for teams running Agiloft — uses the native API or agent integration so nothing leaves the system of record.

Contract Manager · Communication & Outreach

RFE & Notice Response Drafting

AI classifies the RFE, pulls the matter file from Ironclad, drafts a point-by-point response against the original petition and current guidance, and calendars the deadline — first-pass RFE responses go out same-day. Purpose-built for teams running Agiloft — uses the native API or agent integration so nothing leaves the system of record.

Contract Manager · Data Entry & Processing

Client Questionnaire Intake & Translation

AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into Ironclad. Purpose-built for teams running Agiloft — uses the native API or agent integration so nothing leaves the system of record.

Don't see the workflow you need on Agiloft?

We build custom AI workflows on top of Agiloft for any repetitive process. Tell us what you'd automate.