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Legal Solution

Build an AI Legal Team — Contract Review, Research, and Compliance

DeskFerry helps you and your team build AI agents across your legal work — from contract review, client intake, legal research, and more. DeskFerry provides workflow automation software for legal teams; it does not provide legal advice, and its outputs require review by a qualified attorney.

80% faster contract review60% less time on research memos100% deadline coverage15–20% higher realization

Inbound NDA

moving through your team

step 1/4
Client Intake
Contract Reviewer
Legal Researcher
Clause Drafter

Client Intake · Collects matter details and documents from new clients.

Works with your stack

Gmail
Slack
Notion
HubSpot
Salesforce
Google Sheets
+1,500 more
Use cases

What you can build

docusign
google-drive
DeskFerry
slack
openai

Connects to 1,500+ apps

Contract review

4 tools

Review contracts against your playbook.

docusigngoogle-driveslackopenai
  • Flag non-standard clauses
  • Compare terms to your playbook
  • Draft redline suggestions
  • Route for signature
Use Cases

Transform your legal practice with AI

Contract Review & Redlining

Agents compare incoming contracts against your playbook, flag risky clauses, and suggest redlines. Turnaround drops from days to hours with consistency your juniors would envy.

Legal Research & Memos

Pull relevant case law, statutes, and secondary sources, then generate a citation-grounded first draft. Associates edit and deepen instead of starting blank.

Client Intake & Conflict Checks

Agents conduct intake interviews, run conflict checks against your database, and open matters in your PMS — with complete records and engagement letters drafted.

eDiscovery & Document Review

Classify, tag, and prioritize discovery documents by relevance, privilege, and responsiveness. Your reviewers work through narrower, more accurate batches.

Deadline & Calendar Management

Agents track court deadlines, statutes of limitations, and matter-specific dates across every open file, sending proactive reminders to the responsible attorney.

Billing, Time & Matter Management

Automated time capture, narrative drafting from activity data, and invoice review against client guidelines. Realization and collections improve without chasing timesheets.

How it works

Connect your tools

Plug in the apps your team already uses — 1,500+ integrations, no code and no migration.

docusign
google-drive
slack
openai
gmail
calendly
google-sheets
notion
hubspot

Describe what you need

Tell DeskFerry the outcome in plain English. Agents plan the steps and do the work across your tools.

Flag non-standard clauses
Compare terms to your playbook
Draft redline suggestions
Route for signature

Get results where you work

Results land in Slack, your inbox, or your dashboard — on a schedule or the moment something happens.

Slack

Slack

Posted to your channel

Email

Sent to your inbox

Dashboard

Updated live

Smart Features

What makes these agents smart

Unlimited legal research agents

Specialized agents for contract review, research, intake, and eDiscovery — all under one subscription.

Legal database integrations

Connects to Westlaw, LexisNexis, Bloomberg Law, PACER, and state bar databases for grounded research.

Playbook-based contract analysis

Agents review against your firm's playbook — not a generic one — so redlines reflect how your team actually negotiates.

Matter management integrations

Clio, NetDocuments, iManage, Practice Panther, MyCase — agents read, write, and log across your existing tools.

Privilege-aware document handling

Agents respect privilege tagging, client matters, and ethical walls. Nothing crosses boundaries you haven't authorized.

Full citation & audit trail

Every agent output cites the source, statute, or clause it drew from. Your review is fast and defensible.

Workflows

End-to-end legal workflows agents can run

Inbound NDA → marked up and sent back

Trigger

A counterparty sends an NDA or standard agreement for review.

1
Agent runs

Agent compares the draft to your firm's NDA playbook.

2

Flags deviations on confidentiality period, jurisdiction, carve-outs, indemnification.

3

Proposes redlines with rationale tied to playbook positions.

4

Sends the marked-up draft back after attorney approval, with the review log filed to the matter.

Outcome

Standard contract review turnaround drops to hours, and redlines stay consistent across the firm.

New client inquiry → open matter

Trigger

A prospective client fills out the intake form or emails the firm.

1
Agent runs

Agent conducts intake questions and captures key facts.

2

Runs conflict checks across the firm's matter database.

3

Drafts an engagement letter and fee schedule for attorney review.

4

Opens the matter in the PMS with deadlines, documents, and billing codes configured.

Outcome

Intake-to-engaged-client time drops dramatically, and no conflict or compliance step is skipped.

Multi-agent orchestration

A legal team of agents for review and intake

Intake, review, research, and draft — with a citation trail you can stand behind.

Agent 1

Client Intake

Collects matter details and documents from new clients.

Agent 2

Contract Reviewer

Flags non-standard clauses and risks against your playbook.

Agent 3

Legal Researcher

Pulls relevant precedent and sources with citations.

Agent 4

Clause Drafter

Drafts redlines and standard language for your review.

Works where you work

Talk to your agents from the tools you already use

Slack

Mention @deskferry in any channel to kick off work or get answers.

Microsoft Teams

Chat with your agents right inside Teams.

Email

Forward an email and let an agent take it from there.

WhatsApp

Message your agents on the go and get updates back.

#team-deskferry
You

@deskferry review this NDA and flag any non-standard clauses

DeskFerryAgent

On it — pulling new leads, enriching them, and drafting follow-ups now. I'll post the drafts here for your review. ✅

Runs on its own

Your AI team never sleeps

Agents run on a schedule or fire on triggers — no one has to kick them off.

Every morning

Kick off daily briefings, reports, and triage before you log on.

Hourly

Watch for new leads, tickets, or events and act the moment they land.

Weekly

Run recurring reports, reviews, and clean-up on a set cadence.

On triggers

Fire instantly when a record changes, a form is filled, or a message arrives.

Built for teams

Share agents with your team — with the right permissions

Build an agent once, then let the whole team run it. You decide who can change what.

Admin

Create agents, manage connections and billing, and set permissions for everyone.

Editor

Build and edit shared agents and workflows for the whole team.

Viewer

Run approved agents and see results — without changing how they work.

Enterprise-grade security

Built to handle your business data responsibly

Encrypted by default

Data and credentials are encrypted in transit and at rest.

Role-based access

Decide who can build, run, and view each agent.

Your data stays yours

Used only to run your workflows — yours to export or delete anytime.

Scoped connections

Connect apps with least-privilege access and revoke them anytime.

Activity history

See a clear record of what each agent did, and when.

Guardrails & approvals

Add human approvals and limits on sensitive actions.

Built for lean teams

Teams ship faster with DeskFerry.

3x

More leads qualified per week

We replaced 4 hours of daily manual lead sorting with an DeskFerry agent. It qualifies leads, updates our CRM, and routes hot prospects to sales — all on autopilot.

Chris Bray

Founder, BigMediaAI

60%

Reduction in response time

Our support team was drowning in tickets. Now our AI agent handles tier-1 queries instantly and escalates the rest. Customers get answers in seconds, not hours.

Ranjeet Singh

Customer Success Lead, Bidanno

12hrs

Saved per week on operations

I'm a one-person ops team. DeskFerry handles invoice follow-ups, data entry, and weekly reports for me. It's like having an assistant that never sleeps.

Sara K.

Operations Manager, Agency

Frequently Asked Questions

Answers to common questions about automating with DeskFerry. If you have any other questions, please don't hesitate to contact us.

How does AI help with legal document review?

AI agents analyze contracts, briefs, and regulatory filings in seconds rather than hours. They identify key clauses, flag risks, extract critical dates and obligations, and compare documents against your playbook or precedent. This reduces review time by up to 80% while catching details that manual review often misses.

Do I need coding skills to automate legal workflows?

No coding is required. DeskFerry provides a visual workflow builder where legal professionals can set up document intake, review routing, deadline tracking, and client communication sequences using drag-and-drop — no technical expertise needed.

How quickly can I start automating my legal operations?

Most law firms and legal teams have their first automated workflow running within a day. Start with a high-volume task like client intake or contract review, then expand to case research, compliance monitoring, and billing as you see the time savings.

How does DeskFerry handle attorney-client privilege and confidentiality?

DeskFerry is built to enterprise-grade security practices and respects matter boundaries, ethical walls, and privilege tagging. Client data stays within your controlled environment, is never used to train public models, and every agent action is logged for bar-compliance and audit purposes.

Can I trust AI-generated legal research?

Every agent output is grounded in real sources (Westlaw, LexisNexis, PACER, your doc library) and cites them explicitly. Attorneys review and validate before anything goes to a client or court — DeskFerry accelerates the drafting and research, it doesn't bypass professional judgment.

What happens when an agent gets something wrong?

Every agent decision is logged with citations and reasoning. When an attorney corrects a draft, the agent learns the preference and applies it in future matters. You set approval gates — agents can run fully autonomous on low-risk work like intake, and stay in draft mode for anything that leaves the firm.

Which legal tools does DeskFerry integrate with?

Clio, NetDocuments, iManage, Practice Panther, MyCase, Westlaw, LexisNexis, Bloomberg Law, PACER, DocuSign, Adobe Sign, Microsoft 365, and 1,500+ other tools. Custom internal systems can connect via API.

Modernize your legal practice today!

Increase efficiency, reduce costs, and deliver better client outcomes with AI-powered legal automation.