Use cases & roadmap
Legal (research assistance & intake)
Internal knowledge search, client intake, and handoff to professionals—not autonomous legal advice.
Legal (research assistance & intake)
Scope
Use WisebotAI for internal efficiency and client intake: routing, status, document requests, and research assistance against your templates and playbooks. Legal advice must remain with qualified professionals; the assistant summarizes and finds—it does not replace counsel.
Outcomes
- Faster retrieval from firm knowledge (memos, checklists, clause banks you upload).
- Structured intake before a lawyer reviews the matter.
- Audit-friendly workflow when combined with your DMS and MCP access policies.
How WisebotAI fits
| Layer | What you use |
|---|---|
| Knowledge | PDF briefs, DOCX templates, internal wikis (exported or crawled where permitted). |
| Agents | Separate agents for intake vs knowledge to reduce prompt bleed. |
| Tools | Search, escalate to a partner or paralegal queue, book consultations. |
Example flows
- New matter intake — Collect non-sensitive facts; escalate with a structured summary.
- “What’s our standard NDA term on confidentiality?” — Pull from approved precedent library in knowledge.
- Deadline questions — Prefer escalation; do not rely on the model for jurisdiction-specific deadlines without verification.
Tool calling in practice
- MCP to Confluence/Notion for living playbooks; sandbox isolation helps when running MCP servers safely.
- Custom tools can open tickets in your practice system—secrets stay server-side.
Coming soon connections
Matter management and DMS deep integrations are on the roadmap (Coming soon connections). Today, export or sync approved subsets into knowledge or connect via MCP where APIs allow.