Client Case Status Updates for Contract Managers with Agiloft
The Problem
Commercial Contracts clients text/call/email asking where their case stands — and the partner either ghost them or drops billable work to answer.
What We Build in Agiloft
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.
Agiloft Integration Approach
Audit your Agiloft configuration
We map the specific Agiloft objects, custom fields, and workflows the automation needs to touch for your commercial contracts practice.
Build on the Agiloft API or agent
Integration happens inside Agiloft — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Agiloft with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Agiloft instance
30-minute call. We'll look at your actual Agiloft setup and show exactly how this workflow fits.