An AI agent that drafts costs disclosures.
Engagement documents drafted from your templates.
In short
Costs disclosure means telling a client in writing how the firm will charge, an estimate of total legal costs and their rights, usually at the start of a matter and again when the estimate changes significantly. The Agentive Legal AI agent drafts the costs disclosure, costs agreement and engagement letter from your templates and the matter details, flags when an estimate needs updating, and leaves everything for the lawyer to check, adjust and send.
Sound familiar?
- Disclosures copied from old matters
- Estimates not updated as matters grow
- Engagement letters delaying the start of work
How your AI agent does it
Gather
Matter details and the lawyer's estimate.
Draft
Disclosure, agreement and letter.
Flag
When an estimate needs updating.
Approve
The lawyer checks and sends.
What changes for your firm
- Matters started sooner
- Consistent disclosure
- Estimates kept current
- Fewer costs disputes
Questions
Can an AI agent prepare a costs disclosure?
It drafts it from your template and the lawyer's estimate. The lawyer checks it and is responsible for meeting the disclosure rules.
Does it set our fees?
No. Your firm sets rates and the lawyer gives the estimate. The agent only puts them into the documents.
Does it know the rules in my state?
It uses the templates your firm uses for your state. The lawyer remains responsible for compliance.
More work your AI agent does
An AI agent that handles new client intake.
Client details and conflict names collected.
An AI agent that writes up your file notes.
Every call and meeting written up the same day.
An AI agent that captures your time and drafts bills.
Time captured daily, bills drafted monthly.
An AI agent that keeps trust tasks on time.
Reconciliations and trust deadlines never missed.
