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66 to quickly and accurately retrieve relevant documents and information, drastically reducing the time spent on manual searches. Agentic AI can take actions on behalf of users, make decisions, and perform tasks autonomously. This transforms how lawyers manage workflows, schedule appointments, and reduce data entry. Such technologies remove time-consuming tasks for both legal professionals and business staff, enhancing overall productivity. Knowledge management systems that incorporate AI and advanced search functionalities are becoming essential tools for creating work products. These tools often include workflows that allow legal professionals to work effectively with the document sets they retrieve, further simplifying the drafting process. STREAMLINE NONBILLABLE TASKS AND IMPROVE CLIENT SERVICE There is potential for AI to enhance a lawyer's workflow beyond document creation. Lawyers wear many hats in an organization. Partners manage their client relationships, ensure they are running a profitable book of business, supervise teams, and develop new clients, among other responsibilities. If that partner leads a practice, they have additional responsibilities. To be successful, lawyers of all types interact with numerous systems daily. Many of these tasks can be easily enhanced by leveraging various forms of AI. For example, rather than reviewing dozens of emails, a bot can be created to prompt the lawyer about key activities due across all the firm's systems. In some cases, an agentic AI bot can monitor emails for potential issues and take action to resolve them without requiring lawyer intervention. Developing these AI assistants may have a significant impact on the lawyer's job satisfaction and overall firm productivity by streamlining many individual tasks that distract and divert lawyers from their billable client work. BUILD A STRONG FOUNDATION FOR THE FUTURE Like any information-driven solution, AI is only as valuable and accurate as the content it leverages. This is why most AI solutions use a curated set of documents rather than the entire DMS. Therefore, creating a data platform with clean, well-governed Developing these AI assistants may have a significant impact on the lawyer's job satisfaction and overall firm productivity by streamlining many individual tasks that distract and divert lawyers from their billable client work.

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