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AI agent for legal secretaries

Dictation to Document Agent

Accurate formatted documents from dictation

AdministrationCreatingLegal
See how it worksGet access
Dictation to Document Agent: what goes in, what the agent does and what you get

What it does

Turning dictation into finished letters, memos and pleadings takes secretaries hours, and a wrong case number or name can be embarrassing or worse. When an attorney records dictation, this agent transcribes it and identifies the document type. It formats the text into the firm template, using the court template for pleadings, and fills case details from the matter system. It marks words it is not confident about. It then checks names, case numbers and dates against the matter record. Anything that does not match or is unclear is marked for the secretary rather than guessed. The secretary reviews the marks and edits, and the attorney approves the final document before it is sent or filed. Edge case: the attorney says a client name that differs from the matter record, so the agent marks it instead of correcting it either way.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Dictation uploaded 2 USES A TOOL Transcribe audio 3 DOES Pick template and format 4 USES A TOOL Fill case details 5 CHECKS THE RESULT Do names, numbers and dates match the matter? If not: mark mismatches and unclear words. Back to step3. 6 YOU APPROVE Secretary reviews, attorney approves 7 RESULT Document saved
Read the steps as a list
  1. Dictation uploaded
  2. Transcribe audio
  3. Pick template and format
  4. Fill case details
  5. Do names, numbers and dates match the matter?If not: mark mismatches and unclear words. Back to step 3.
  6. Secretary reviews, attorney approvesThe agent waits here for your OK.
  7. Document saved

How it decides

It picks the template by document type and checks details against the matter.

  • Low confidence word: mark
  • Name differs from record: mark
  • Pleading: court template

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Templates
  • Confidence threshold
  • Marking style
  • Matter fields

What keeps you in control

It always asks you first

  • Final document

Hard limits

  • Never sends documents
  • Never guesses unclear words

It stops when

  • Done: saved
  • Stop: audio unclear

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensOn October 7 an attorney dictated a six-minute letter to opposing counsel. The agent transcribed it, chose the letter template and filled in the matter details. The check failed: the attorney said case number 24-CV-1183, but the matter record showed 24-CV-1138, and one word was unclear. The agent marked both for the secretary, who confirmed 1138 from the file and fixed the word. The attorney approved and the letter was saved.

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