AI agents for law firms
Give your lawyers agents that respect every ethical wall
Three agents for conflicts, clause extraction and redlines, each acting as the lawyer who asked. An agent reads only the matters that lawyer can read. Every call it makes lands in one audit record.
Governing Legal Agents
Any tool, any model, any use case
Our example demonstrates three agents for your matter work, pulled from our template library. Our team can work with yours to build, govern, and operate your agents as you deliver on your IT strategy.
Examples for Legal
More from the library · Legal
Also in the library
Check new matters for conflicts
Searches Intapp and past matters in iManage for parties that conflict with a proposed engagement. It reports. It never clears a conflict.
Tools
Model
Runs
Limits
Tuned for your team
- Party matching against Intapp's related-entity graph
- Results scoped to the requesting partner's practice group
Applying Controls to Agents
Enforce walls, confidentiality and sign-off in one place
Dome sits between the agents and the firm's systems. Every call is checked against rules your team writes before it reaches iManage, Intapp or a model.
Acting as
- Agentclause-extractor is registered and active
- Callerl.brandt verified through Entra ID
- Toolget_document is granted on matter-tools
- Rulel.brandt is staffed on 39107-001
Comprehensive Audit
Show a client exactly what an agent touched
One record for every call: the agent, the lawyer it acted for, the system, and the decision. Enable investigations, increase confidence and reduce risk in agentic operations.
- conflicts-check10:02:14
| Timestamp | Type | Agent | Acting as | Resource | Outcome | Latency |
|---|---|---|---|---|---|---|
| 10:02:14.201 | ||||||
Regulation
Meet your professional duties with evidence
Firms answer to the Model Rules and to the courts. These are the duties AI agents reach, and what the controls above give you for each.
ABA Formal Opinion 512
What it asks
Lawyers using generative AI must protect client confidences, supervise the tools and stay alert to conflicts, under the existing Model Rules.
What Dome gives you
Each agent acts as the lawyer who asked and reads only that lawyer's matters. Identifiers are stripped before a model call, and the audit record shows what each agent read.
Privilege after United States v. Heppner
What it asks
In 2026 the S.D.N.Y. found no privilege for material made with a public AI tool, and left room for enterprise tools with confidentiality terms.
What Dome gives you
Agents reach only the models the firm approved, through one gateway, with client data redacted. Public tools aren't in the path.
Ethical walls (Model Rules 1.7, 1.9, 1.10)
What it asks
Screened lawyers must be kept away from a matter, and the firm must be able to show it.
What Dome gives you
A rule checks matter access on every call, so a wall applies to the agent exactly as it does to the lawyer. Refused reads are recorded.
FAQ
Common questions
Does using AI waive attorney-client privilege?
Courts have started to say it can. In United States v. Heppner (S.D.N.Y. 2026), material made with a public AI tool wasn't privileged; the court noted enterprise tools with confidentiality terms may differ.
How do ethical walls work with AI tools?
The agent carries the identity of the lawyer who asked, and a rule checks that lawyer's matter access before every read. A walled lawyer's agent is refused the same way the lawyer would be.
What does ABA Formal Opinion 512 require?
It applies the existing Model Rules to generative AI: competence, confidentiality, communication, supervision and reasonable fees. It expects firms to understand and control the tools they use.
Can AI agents send documents to clients?
Not on this setup. The redline agent saves drafts to iManage and is refused when it tries to create a DocuSign envelope.
How are AI agents used in law firms?
Conflicts checks, clause extraction and redlines are common first agents. Each reads as the lawyer who asked and drafts instead of sending.
Forward deployed engineering
Spend 30 minutes with our FDE team to understand the platform, and how it fits to your needs.
Our FDE team can get your first agent under management and work with your platform team to deliver results for your AI program.
Key topics to discuss:
- Review your AI plans, progress to date, and timeline for agentic projects in production.
- Planning a specific agent, or agentic app, to bring under governance.
- Learning more about our platform capabilities, from gateways to routing.
- Defining agentic operations as repeatable golden pathways for Platform and AppDev teams.
Explore
Other industries
AI agents for financial services
KYC reviews, client servicing and SAR narratives. Approvals, money movement and filings stay with your people.
Agentic use cases
- Review onboarding documentsChecks identity and entity documents against your CDD requirements, runs sanctions screening and writes the KYC summary. An analyst approves.
- Answer client requestsReads the client's accounts and open cases and drafts the reply to a servicing request. It never moves money or changes an account.
- Draft SAR narrativesPulls the alert history and transactions for a case and drafts the SAR narrative. An investigator edits it and files.
Answers to
- GLBA Safeguards Rule
- BSA/AML and the FinCEN CDD Rule
- NYDFS Part 500
- Regulation E (EFTA)
- CFPB UDAAP
- Interagency third-party risk guidance
- ECOA and Regulation B
- FCRA
- SR 11-7 model risk management
- PCI DSS v4.0.1
- Regulation E (EFTA) error resolution
- BSA/AML and OFAC sanctions screening
- SEC Regulation S-P (2024 amendments)
- SEC Marketing Rule and FINRA Rule 2210
- Books and records (Rule 204-2 and Rule 17a-4)
- FINRA Rule 3110 and Regulatory Notice 24-09
- SEC Rule 17a-4 recordkeeping
- Exchange Act Section 15(g) information barriers
AI agents for gaming and sports betting
Player support, responsible gaming review and bonus setup. Self-exclusions and limits stay out of an agent's reach.
Agentic use cases
- Answer player questionsLooks up a player's account, bets and withdrawal status so a specialist can answer fast. It reads. Balances and limits stay with people.
- Review responsible gaming signalsReviews players flagged for risky play and drafts case notes for the responsible gaming team. It never changes a limit.
- Configure bonusesSets up deposit matches and free bets from a campaign brief, up to the cap you set. Self-excluded players are never targeted.
Answers to
- State gaming regulations
- Bank Secrecy Act (FinCEN casino rules)
- Age, identity and location checks
AI agents in healthcare
Prior authorizations, visit notes and eligibility checks. Agents read only the charts their clinician can read.
Agentic use cases
- Assemble prior authorizationsPulls the notes, orders and imaging a payer asks for into one authorization packet. A clinician reviews it and submits.
- Draft visit notesDrafts a visit note from the encounter and the chart, in the department's template. The clinician edits it and signs it.
- Verify eligibility before the visitChecks coverage for the next day's appointments overnight. Anything that needs a call before the visit goes to the patient access channel.
Answers to
- HIPAA minimum necessary
- Business associate agreements
- HIPAA Security Rule audit controls
- CMS prior authorization rule (CMS-0057-F)
AI agents for insurance claims
Claim intake, file summaries and fraud screening. Agents read only the claims assigned to their adjuster.
Agentic use cases
- Triage new claimsReads each first notice of loss, sets severity and line of business, and routes it to the right adjuster queue. It flags. It never settles.
- Summarize claim filesSummarizes medical records, police reports and correspondence in a claim file for the assigned adjuster. Only claims that adjuster handles.
- Screen claims for fraud signalsChecks each open claim against prior claims history and flags patterns for the special investigations unit. It never denies a claim.
Answers to
- NAIC Model Bulletin on AI Systems
- Unfair claims settlement practices laws
- Insurance data security laws
AI agents for professional services firms
Proposals, staffing and engagement status. Each agent sees only the engagements its consultant works on.
Agentic use cases
- Draft proposalsReads an RFP and drafts a response from the firm's reuse library. Client names in past work are stripped before the model sees them.
- Match staff to engagementsMatches skills and availability to a new engagement's roles and proposes a team. Resource managers make the assignments.
- Report engagement statusReads the project plan and engagement files and drafts the weekly status report. It sees only engagements its consultant is on.
Answers to
- Client confidentiality terms
- AICPA Confidential Client Information Rule
- SOC 2
- GDPR and state privacy laws
AI agents for retail
Order lookups, replenishment and product copy. Refunds, orders and publishing stay with your people.
Agentic use cases
- Answer order questionsLooks up orders, shipments and returns so an associate can answer a customer fast. It reads. Refunds stay with the associate.
- Plan replenishmentForecasts demand by store and drafts purchase orders against par levels. Buyers review them and send them.
- Write product copyWrites product titles and descriptions from supplier data, in your voice, and saves them as drafts. Merchandisers publish.
Answers to
- PCI DSS v4.0.1
- State privacy laws (CCPA/CPRA)
- SOX internal controls
- FTC Act, Section 5
- Antitrust and algorithmic pricing
- Predictive scheduling laws
- Routing guides and carrier contracts
AI agents for software companies
Escalation triage, incident summaries and release notes. Agents read code and incidents. Shipping stays with engineers.
Agentic use cases
- Triage engineering escalationsReads an escalated ticket and the code it points to, drafts a diagnosis and sets priority. Fixes stay with the engineer.
- Summarize incidentsFollows an incident's timeline and recent deploys, drafts status updates and a first postmortem. It never acknowledges, pages or resolves.
- Draft release notesReads the pull requests merged since the last release and drafts customer-facing notes. The release stays a draft until an engineer publishes it.
Answers to
- SOC 2
- ISO/IEC 42001
- EU AI Act
- State privacy laws (CCPA/CPRA)
Enabling agent operations
Governance at the agent‑action boundary.
However an agent was built and wherever it runs, the same three boundaries are available to control it: the code it ships as, the tools it calls, and the model it reasons through.
Code
Agent Registry
Make every agent known and manageable. Credentials issued, capabilities declared, lifecycle owned.
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Tool
MCP Gateway
Evaluate every call against policy with full context. Allow, deny, or escalate. Filter what comes back.
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Model
Model Broker
Constrain how the agent reasons. Selection by policy, routing across providers, evals against real traffic.
See more