Case Management and Document AutomationPurpose
1.2. Automator connects legal case management systems with external research databases to automate compiling, updating, and alerting for relevant statutes or precedents.
1.3. Automated workflows enable law firms to automate document sourcing, citation checking, and docket updates directly from legal databases.
Trigger Conditions
2.2. Automated docket/calendar update requiring current case law or statutes.
2.3. Email received with keywords or case reference invokes automated legal research query.
2.4. Team member flags case for prep, triggering automated data retrieval from research database.
Platform Variants
• Feature/Setting: automates full-text search & document retrieval via RESTful endpoints; configure OAuth token, query term mapping.
3.2. Westlaw Edge API
• Feature/Setting: schedule automated legal research; configure Case Law API, credentials, and custom queries.
3.3. Fastcase API
• Feature/Setting: automate statute search, opinion lookups; configure API token, endpoints, jurisdiction filters.
3.4. Bloomberg Law Web Services
• Feature/Setting: automate research task submissions; use SOAP API, case tracking, and result feeds.
3.5. vLex API
• Feature/Setting: automate international case queries, citation tracking, set up API key and jurisdictional filters.
3.6. CourtListener API
• Feature/Setting: automated court docket checks and opinion retrieval; configure case ID triggers, webhook URLs.
3.7. CaseText CoCounsel API
• Feature/Setting: automate contextual AI legal brief analysis; set up custom call triggers and auto-upload of case docs.
3.8. PACER Case Locator
• Feature/Setting: automate docket search; configure authentication, case alert triggers for automated sync.
3.9. Justia API
• Feature/Setting: automate filtering of statutes, regulations; set up endpoint calls for practice areas.
3.10. Google Scholar Custom Search API
• Feature/Setting: schedule automated full-text law review searches; configure API key, keyword triggers.
3.11. ROSS Intelligence (legacy integrations)
• Feature/Setting: automated AI-powered legal search; use saved queries and keyword triggers.
3.12. Clio (with third-party research automation)
• Feature/Setting: automate case file enrichment with linked research results; configure Zap triggers.
3.13. NetDocuments API
• Feature/Setting: automate import and tagging of research documents; set up document watcher and external query APIs.
3.14. iManage Work API
• Feature/Setting: automate linkage of research to case matter folders; configure watcher folders and webhook triggers.
3.15. Law360 RSS/Push API
• Feature/Setting: automate real-time legal news and ruling updates to matter files; configure search terms and webhook.
3.16. Epiq Discovery API
• Feature/Setting: automate ingestion of discovery info and cross-reference with legal database results; set up event triggers.
3.17. MyCase API
• Feature/Setting: automate attachment of new case law to matter calendar; set up event watch for research completes.
3.18. Relativity API
• Feature/Setting: automate syncing of new regulatory text into eDiscovery; configure data sync triggers.
3.19. HighQ API
• Feature/Setting: automate import of case research into collaborative case rooms; use document upload automation.
3.20. Trellis API
• Feature/Setting: automate judicial analytics and case law search; configure keyword watch and reporting endpoints.
Benefits
4.2. Automator decreases risk of missing precedents by automatedly refreshing legal data.
4.3. Automates compliance and citation management in case documents.
4.4. Automation ensures up-to-date insights for case prep—reducing manual workload.
4.5. Automated platform synergy enables multi-source legal research and streamlined team workflows.