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AI agent for paralegals

Litigation Exhibit Assembly Agent

An accurate, consistently numbered exhibit bundle ready for attorney review.

Document handlingQuality controlLegal
See how it worksGet access
Litigation Exhibit Assembly Agent: what goes in, what the agent does and what you get

What it does

Litigation exhibit bundles often contain duplicates, missing documents and inconsistent numbering, which causes problems at filing. When the attorney approves or changes the exhibit list, this agent matches each exhibit to its authoritative version in the document system. It builds bookmarked bundles with a cross-reference index, then validates numbering and page references. If references are wrong, it rebuilds the affected bookmarks and checks again. Any exhibit with unresolved redaction status blocks release-ready packaging and creates a review item. The attorney approves filing or service. Edge case: two near-identical versions of a contract exist and only one has the signature page, so the agent uses the version the attorney marked authoritative.

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, continueYes, continueApprovedNoNo 1 STARTS WHEN Exhibit list approved or changed 2 USES A TOOL Match exhibits to authoritative versions 3 USES A TOOL Build bookmarked bundles and the index 4 CHECKS THE RESULT Are numbering and page references correct? If not: rebuild the affected bookmarks. Back to step 3. 5 CHECKS THE RESULT Is redaction status resolved for every exhibit? If not: block packaging and create a review item. Backto step 2. 6 YOU APPROVE Attorney approves filing or service 7 RESULT Review bundle with verified index
Read the steps as a list
  1. Exhibit list approved or changed
  2. Match exhibits to authoritative versions
  3. Build bookmarked bundles and the index
  4. Are numbering and page references correct?If not: rebuild the affected bookmarks. Back to step 3.
  5. Is redaction status resolved for every exhibit?If not: block packaging and create a review item. Back to step 2.
  6. Attorney approves filing or serviceThe agent waits here for your OK.
  7. Review bundle with verified index

How it decides

It picks authoritative versions, rebuilds affected bookmarks after changes, and blocks on redaction flags.

  • Use the authoritative version for each exhibit.
  • Unresolved redaction flags block packaging.
  • Duplicates are listed for the attorney, not removed.

Make it yours

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

  • Numbering and bookmark conventions
  • Source of authoritative versions
  • Index format
  • Who approves filing or service

What keeps you in control

It always asks you first

  • Filing
  • Serving documents
  • Redaction decisions

Hard limits

  • No filing.

It stops when

  • Done: bundle verified.
  • Blocked: redaction pending.

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 happensThe attorney approved a 64-exhibit list on October 7. The agent matched all exhibits and built the bundle. Index page references for exhibits 31 to 40 were off by two pages after a late insertion, so the check failed. It rebuilt those bookmarks and validated again. Exhibit 52 still had unresolved redaction, so packaging stayed blocked until the attorney cleared it on October 9.

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