A single transaction involves buyers, sellers, agents, lenders and other lawyers. The client chat agent can update your own client with the next step, the next date and what is outstanding, drawing only on the matter file. It does not message the other side unless you have approved a specific template for it. Questions about risk or terms are passed to a lawyer.
Document collection is the other half. The agent asks for identity documents, searches and signed forms in the order your team prefers, explains why each is needed and tells your team when something is missing. A paralegal still checks each document before it goes on the file.
The contract review agent can read a purchase agreement against your playbook and mark issues for a lawyer, so review starts from a short list. Meanwhile the document checklist runs in the background, asking for identification, searches and signed forms and reminding clients as dates draw closer.
Deals fall through, dates move and a party changes lender. We set rules so a change in date triggers a prompt for a person, not an automatic update to everyone. Measure success by missing documents found early and the number of last-minute chases your team still makes.