Most questions firms ask come down to three things: who stays in charge, what the agents can touch and how the work is set up. The answers below are the short version. On the call we go through your own systems, matter types and approval rules, and you get them in writing in your agent blueprint. If a question here is not covered, bring it along. Nothing on this site is legal advice, and the agents do not give it either.
Ask us anything that affects how you run the firm. The most common themes are listed here so you can see where to look. Short answers are useful, but your situation is specific. If your firm has unusual conduct rules, regulated clients or a mix of systems, say so early. We would rather list the questions we cannot yet answer than guess, and we write what we agree into the blueprint for you to review.
Ask who builds and runs the agents, who answers if something looks wrong at 10pm, and how changes are agreed. Ask what a pilot would cover and how success is measured. Ask what the agents will refuse to do. A good answer to each should be specific to your firm, not a general promise.
No. The agents support your lawyers. Anything legal they produce is a draft for attorney review, and client-facing agents never give legal advice.