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.
Inbound NDA
moving through your team
Client Intake · Collects matter details and documents from new clients.
Works with your stack
What you can build
Connects to 1,500+ apps
Contract review
4 toolsReview contracts against your playbook.
- Flag non-standard clauses
- Compare terms to your playbook
- Draft redline suggestions
- Route for signature
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.
Describe what you need
Tell DeskFerry the outcome in plain English. Agents plan the steps and do the work across your tools.
Get results where you work
Results land in Slack, your inbox, or your dashboard — on a schedule or the moment something happens.
Slack
Posted to your channel
Sent to your inbox
Dashboard
Updated live
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.
End-to-end legal workflows agents can run
Inbound NDA → marked up and sent back
A counterparty sends an NDA or standard agreement for review.
Agent compares the draft to your firm's NDA playbook.
Flags deviations on confidentiality period, jurisdiction, carve-outs, indemnification.
Proposes redlines with rationale tied to playbook positions.
Sends the marked-up draft back after attorney approval, with the review log filed to the matter.
Standard contract review turnaround drops to hours, and redlines stay consistent across the firm.
New client inquiry → open matter
A prospective client fills out the intake form or emails the firm.
Agent conducts intake questions and captures key facts.
Runs conflict checks across the firm's matter database.
Drafts an engagement letter and fee schedule for attorney review.
Opens the matter in the PMS with deadlines, documents, and billing codes configured.
Intake-to-engaged-client time drops dramatically, and no conflict or compliance step is skipped.
A legal team of agents for review and intake
Intake, review, research, and draft — with a citation trail you can stand behind.
Client Intake
Collects matter details and documents from new clients.
Contract Reviewer
Flags non-standard clauses and risks against your playbook.
Legal Researcher
Pulls relevant precedent and sources with citations.
Clause Drafter
Drafts redlines and standard language for your review.
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.
Forward an email and let an agent take it from there.
Message your agents on the go and get updates back.
@deskferry review this NDA and flag any non-standard clauses
On it — pulling new leads, enriching them, and drafting follow-ups now. I'll post the drafts here for your review. ✅
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.
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.
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.
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.”
Founder, BigMediaAI
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.”
Customer Success Lead, Bidanno
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.”
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.
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