Proactive matter updates
Regular, plain-language updates drafted per matter, so the client hears from you first.
Client updates that go out before the client asks
Most client dissatisfaction in a law firm is not about the outcome, it is about silence. Xgenta drafts the matter updates, chases the outstanding items, and captures the time that would otherwise go unrecorded — with a fee earner approving every word.
No card for trial · Every message approved by your team before it sendsSound familiar?
What this costs you today
- "Any update?" emails that arrive before your update does
- Matters that stall waiting on a document nobody chased
- Billable time recorded from memory at the end of the week
- New enquiries that sit unanswered during a court day
- Precedents and know-how scattered across drives and inboxes
What changes
The work an agent takes off your team
Outstanding items chased
Documents, signatures and information requests followed up on a schedule rather than ad hoc.
Time capture
Draft time entries assembled from correspondence and document activity for the fee earner to confirm.
Know-how retrieval
Answers grounded in your own precedents and previous matters, with citations back to the source.
How it works
From connection to approved work in five steps
1
Connect matter correspondence
Read-only access to the mailboxes and document stores you nominate.
2
Set confidentiality boundaries
Per-matter and per-client scoping, with information barriers respected by the access policy.
3
Drafts per matter
Updates, chasers and time entries drafted on your cadence.
4
Fee earner approves
Nothing reaches a client or the ledger without a person accepting it.
5
Report and refine
Monthly view of updates sent, items chased, and time captured that would have been lost.
Does it fit your stack?
Works with the tools you already run
Connected sources are read-only unless you grant write access, and every source is scoped per agent. Anything marked on request is scoped during the pilot.
Microsoft 365 / Outlook
Available now
Google Workspace
Available now
Notion
Available now
Firm website
Available nowPractice management / case system
On requestDocument management system
On requestControl and compliance
Client confidentiality and privilege are the constraint everything else works around. Access is scoped per matter, the agent cites the source of anything it asserts, no communication leaves without a fee earner approving it, and the full audit trail is exportable for your compliance file.
Before you start
Questions we get from legal offices
Not quite your world?
Other industries we build for
Dental practicesTreatment plans followed up, recalls that never slip, chairs that don't sit empty.Medical clinicsAppointments filled, forms completed before arrival, patients who don't drift away.Insurance brokersRenewals worked every month, quotes followed up, nothing left to the diary.Real estate agenciesEnquiries answered in minutes, viewings booked, chains chased without you.
A controlled first step
Plan your first governed AI agent initiative.
In 30 minutes, we will learn how your organisation works, identify a bounded first use case, and show the high-level Xgenta solution architecture.