Introducing Custom Agents: AI tailored for your unique workflows

LEGALFLY’s new Custom Agents are a simple way to create custom automations that are specific to your legal workflows. They streamline legal workflows and enable your team to handle repetitive and complex tasks with speed and precision.

Custom Agents adapt to your organisation’s unique needs, following internal guidelines, policies and documents to ensure consistent, compliant outcomes every time.

Across industries—whether in banking, insurance, or corporate law—these AI-powered workflow automations transform the way you manage legal operations.With the flexibility to configure each agent according to specific tasks—whether it’s reviewing contracts, drafting documents, or managing compliance—Custom Agents give you full control to tailor the agent’s purpose, parameters, and actions.

This design freedom means that each agent is built to deliver predictable, reliable results, making your team’s work more efficient and aligned with organisational standards. LEGALFLY’s Solutions Engineering team are on hand to help you get started or answer any questions.

What Custom Agents do

When we say "agent," we’re referring to a dedicated AI-powered workflow automation, built to handle specific legal tasks independently, just like a team member would. Each agent is designed with a clear purpose and equipped with your organisation’s policies, guidelines, and document templates to ensure every output meets your standards. Think of agents as custom-built helpers that streamline repetitive or complex work—whether it’s drafting, reviewing, or analysing documents—allowing your team to operate with greater speed and accuracy.

How Custom Agents work

1. Setup and customise

With an easy-to-use builder, you can create your agent by defining its purpose and inputting key company policies. Give it a name, define its purpose, and input your company’s rules and policies as a foundation.

2. Use company knowledge

Each agent draws from your internal documents, like underwriting guidelines or compliance checklists, making sure every output matches your internal policies.

3. Analyse documents

Users can upload documents such as contracts, claims, or loan agreements, and the agent will apply company knowledge to provide an analysis, draft or recommendation that is both relevant and compliant.

4. Test and adjust

Agents can be fine-tuned in a testing environment to match your exact needs. Once set up, the agents are ready to be used across the organisation.

Why use LEGALFLY’S Custom Agents?

Every legal department is different. To achieve the full transformative benefits of AI, you need to have the flexibility to manage all of the different workflows, contract types and legal checks that are unique to your organization.

Custom Agents give you this flexibility, multiplying the potential applications of AI in your legal department, and the efficiencies you can realise.

Every Custom Agent is built around your organisation's specific policies and guidelines. This means each action or output generated aligns with internal and regulatory standards, minimising risks and ensuring compliance across all tasks.

Once set up, Custom Agents are available to everyone in your organisation. They promote consistent workflows, reducing inconsistencies across departments, and making them valuable tools that support collaboration and standardisation.

Custom Agents are designed to evolve with your organisation. As regulations shift or internal policies change, agents can be quickly updated to reflect new requirements, keeping outputs relevant and compliant without needing to rebuild from scratch.

Example agents

Custom Agents can be built for nearly any legal task. From drafting policies to auditing compliance documents, the scope is entirely up to you. Tailor agents to meet evolving legal demands, handle intricate legal research, or even manage risk assessments. Here are some examples of how they can be used.

DORA compliance reporting agent

This agent helps organisations comply with the EU’s Digital Operational Resilience Act. It manages and organises DORA compliance reporting requirements, from identifying relevant documentation to highlighting reporting deadlines. Using your firm’s internal risk protocols and compliance guidelines, the agent streamlines the monitoring, preparation, and submission of reports, reducing manual work and ensuring consistent adherence to regulatory standards.

Swiss case law agent

Designed to handle Swiss legal queries, this agent analyses cases by drawing on federal and cantonal precedents and legal doctrine. It provides quick, detailed insights tailored to your organisation’s resources and requirements.

Inconsistency agent

This agent detects inconsistencies in contracts, spotting contradictions with internal guidelines and recommending adjustments. It helps prevent issues like misaligned payment terms or conflicting clauses, maintaining document integrity.

Timeline agent

This agent can build timelines from documents such as case files or project plans, automatically extracting dates, deadlines, and other details to create a comprehensive timeline view.

Employment contract agent

By combining your company’s employment policies with contract templates, this agent can draft employment agreements tailored to your requirements. It fills in relevant details, checks for compliance, and ensures all clauses are consistent with company standards.

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