Organize Consultation Intake and First Drafts for Professional Review

Use agents to classify requests, search firm knowledge, prepare first drafts, and track deadlines while keeping professional legal review mandatory.

Common challenges

What's costing you daily?

Lost consults to slow replies
Hours on repetitive drafts
Missed critical legal deadlines
Hard to search case archive

What agents can support

Operations you can configure and run

Case & consult triage

Analyze the request and route it to the right attorney with a brief summary.

Identify the relevant specialty
Prepare an initial request summary
Book a consultation slot

OpenAI

Calendly

Initial drafting

Generate first-draft contracts and letters from the firm's own templates — always subject to lawyer review before sending.

Built only from the firm's own templates
References firm knowledge sources
Mandatory lawyer review before sending

OpenAI

DocuSign

Legal deadline tracking

Tracks deadlines and statutory periods the team logs, with reminders ahead of each one.

Week/day/hour alerts
Weekly partner report
Full record for every deadline

Slack

Google Calendar

Example workflows

Example Workflow in WKIL

Workflow 1 — New consult triage

Trigger

Web form / WhatsApp

Outcome

Faster response to new consult requests.

Steps

1Classify the case
2Identify the relevant attorney
3Send a summary and a proposed slot
4Log the request in the firm's management system

OpenAI

Calendly

Workflow 2 — Legal deadline follow-up

Trigger

Daily check

Outcome

Reduced risk of missed legal deadlines.

Steps

1Review deadlines logged by the team
2Calculate remaining statutory periods
3Alert the responsible lawyer and partner

Slack

Google Calendar

Connected applications

Applications agents work across

DocuSign

Calendly

Google Calendar Slack

Slack

Permissions & human oversight

Agents work, your team stays in control

Separate permissions for each agent

Application access controls

Human approval before sensitive actions

Execution history and audit visibility

Escalation to team members when needed

Performance, usage, and cost monitoring

Performance tracking

Metrics You Can Monitor

Faster response to new consult requests

Less time spent drafting initial documents

Reduced risk of missed legal deadlines

Results vary based on the task, data quality, integrations, and usage scale.

How to start

Start with WKIL in Five Steps

Define the workflow

Choose the task or outcome you want to run inside your business.

Create or hire agents

Create custom agents or start with ready-made agents from the marketplace.

Add company knowledge

Connect the files, policies, and data sources your agents need.

Connect applications and set permissions

Choose the applications, the allowed actions, and the required approvals.

Test, then run

Review the results first, then expand usage gradually.

FAQ

Quick answers

Does the agent provide final legal advice?

No. The agent is limited to triage and first-draft preparation — final legal review and advice always stay with the attorney.

Is any document sent without review?

No. Every draft the agent prepares requires a lawyer's approval before it's sent to a client or any other party.

Start Running AI Agents Across Your Business Operations

Create a new agent or hire a ready-made one, connect it to your applications, and define its permissions inside WKIL.