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Legal Status Update Agent

Sends proactive matter updates to clients at pre-set milestones — so they hear from you before they need to ask. Runs in the background so your team does not have to.

Legal Status Update Agent

Sends proactive matter updates to clients at pre-set milestones — so they hear from you before they need to ask.

Email & RetentionClient CommsUpdates

Email & Retention

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Ideal forLaw firms and in-house legal teams

The problem

What this agent takes off your plate

In legal practice, sends proactive matter updates to clients at pre-set milestones — so they hear from you before they need to ask — but doing it manually does not scale. Legal Status Update is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.

  • Sends proactive matter updates to clients at pre-set milestones
  • so they hear from you before they need to ask.
  • Client Comms handled automatically against your rules
  • Updates handled automatically against your rules

How it works

End-to-end workflow

Legal Status Update connects to Client Comms, Updates, Clio and your email & retention stack. It reads your rules, brand voice and live data — then sends proactive matter updates to clients at pre-set milestones — so they hear from you before they need to ask. Exceptions land with your team; everything else runs without another dashboard to check.

Running agent
Work arrivesClient Comms · trigger fired
Legal Status Update processesUpdates · rules applied
Validate outputQuality · policy check
Write backSystems updated · team notified
ExceptionHuman review when needed
Runs continuously in the background

Why this agent

Sends proactive matter updates to clients at pre-set milestones — so they hear from you before they need to ask.

Outcomes

  • Legal Status Update runs without manual handoffs
  • Law firms and spends less time on repeat work
  • Consistent output every time — not when someone gets to it
  • Full trace in your existing systems

Connects to

  • Client Comms
  • Updates
  • Clio
  • DocuSign
  • Microsoft 365
  • Klaviyo

Writes back

  • Client Comms
  • Updates
  • Automated actions
  • Drafts & summaries
  • Client Comms
  • Updates
Owned outputs from your own data

Turn tangled operations into clean, owned automation.

187N reads your tickets, orders and brand rules — then runs the work across every department and writes back to the tools you already use. Your team keeps the exceptions; the agents take the rest.

Speak to an operator in your industry — within 24 hours.

See how 187N turns your operation's manual work into owned, running automation.

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