Document systems hold your precedents, playbooks and the working files of live matters. An agent connected to iManage can look up the template a lawyer asked for, read a document it has been given access to and save its own draft into the matter workspace, labelled as a draft. That keeps work where lawyers expect to find it, rather than in a separate tool.
Searching is another useful job. A lawyer can ask the research or contract agent for the closest precedent in a matter type, and the agent suggests documents it is allowed to see. The lawyer decides whether any of them is the right starting point.
Access in a document system often reflects client confidentiality, including walls between teams. We ask that each agent's access mirrors your existing permissions and never exceeds them. Your IT lead approves the scope, and we confirm the details on the discovery call before anything is connected.
Decide which workspaces and folders the agents may read. Tidy naming for playbooks and templates, because an agent will find what is easy to find. Think about versioning too. If a lawyer edits the agent's draft, which copy is the record? Settling that early avoids confusion once the agents are live.