August 14, 2025
5 min read
artificiallawyer
Orchestrating Intelligence: AI Agents in the Legal Space – Session Summary
Speakers: Lisa Erickson (Aderant), Matt Zerweck (Harvey), Adam Ryan (Litera), Joel Hron (Thomson Reuters) AI agents are sophisticated, goal-oriented systems designed to understand context, plan actions, and execute tasks autonomously. Unlike traditional AI, which often performs single, discrete functions, AI agents operate more like a capable "co-worker." They can grasp the objectives of a task, identify and utilize available tools, strategize the execution of steps, and even seek guidance when necessary. The key distinction is that users define the desired outcome, rather than dictating each specific action.Why They Matter
AI agents hold significant strategic importance by amplifying human capabilities, allowing professionals to achieve more with higher quality. They enhance the most human and often the most challenging aspects of a job. As agents become more autonomous, human oversight and verification are paramount. Future software will likely focus on optimizing the speed of verification, emphasizing the need for transparent citation and robust source tracking.Current Use Cases & Results
- Email Processing: Agents can proactively understand email context and perform actions such as responding to inquiries or drafting pitch materials.
- Document Drafting: Embedding firm and client preferences into AI agents reportedly leads to 50-70% time savings in reaching initial drafts, while improving consistency.
- Legal Research: AI agents excel in "deep research," demonstrating over 60% time savings and uncovering novel arguments, particularly in cross-jurisdictional litigation.
- Contract Analysis: Agents can identify standard terms, flag non-standard provisions, and proactively identify risks across large portfolios of contracts.
- Planning & Reasoning Capability: This encompasses the core logical processes that enable agents to strategize and problem-solve.
- Purpose-Built Tools: The development of APIs specifically designed for agent utilization is crucial for their functionality.
- Context Provisioning: Providing agents with access to relevant data, whether proprietary or third-party, is essential for their performance.
- Provide comprehensive information: The more context agents have, the better they perform.
- Start with simpler tasks: Begin with straightforward, clearly defined tasks before attempting complex workflows.
- Always check their work: Human review remains essential for validating agent outputs.
- Control access properly: Ensure agents only access data they are authorized to see.
- Results vary by task: Some tasks may require minimal AI assistance, while others necessitate frequent human guidance.
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