Templates

Legal Tech Email Automation Agent

Automates email workflows for legal tech firms, focusing on document processing and client communication.

Legal & Law Firms

What This Agent Does

Automates email workflows for legal tech firms, focusing on document processing and client communication.

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: e-discovery, legal tech integration, software demo, client onboarding, contract management, OR from: clients@legaltech.com, support@lawfirm.com, proposals@

THEN DOES

1. For e-discovery requests, searchDocuments for the client’s previous interaction history and relevant case files. Forward findings to ediscovery@legaltech.com with 'urgent' label. 2. For software demo inquiries, reply with scheduling links and forward to sales@legaltech.com. 3. For client onboarding, send welcome packet, forward to onboarding@legaltech.com with 'priority' and add 'onboarding' label. 4. For contract management emails, searchDocuments for contract templates, forward to contracts@legaltech.com with client's details, and add 'contract' label. Mark email as read.

What This Agent Can Do
Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks
This template will be installed to your Gmail account.