Client · NEXT Legal PLLC · Miami and New York

A law firm that runs an agent team out of its own Slack.

NEXT Legal is a boutique US cross-border transactional firm bridging the United States, Latin America and Europe, with counsel on more than $2B of venture investment since 2018. Most of its attorneys are dual-licensed. In August 2026 we put an agent inside the firm's Slack, pointed it at the firm's own document library, and gave it a schedule.

// What it reaches

Four connections, and one place to ask.

Firm documents

Read-only document search

The agent reaches the firm's document library through a read-only connector. It finds, searches inside, compares and cites. It cannot edit, move, rename or delete anything, and that is a property of the connector rather than a setting someone can flip.

Mail and calendar

The whole Google Workspace tenant

Mail, calendar and drive across the firm's accounts, with the partner as super administrator. Reading and drafting only; nothing is sent without a person.

Slack

Where the firm actually asks

No console, no new tool to learn, no @mention required. Staff type in a channel or a DM and the answer comes back in a thread, with an eyes reaction while it works and a check when it lands.

The workstation

Word, Outlook, the workload sheet

The agent runs on a firm machine, so twenty years of closed deals and the documents people actually work in are in reach without shipping anything to a third party.

// The schedule

Nine jobs that run without anyone asking.

Four run today. The rest are built and waiting on one credential each from the firm's practice-management system, which is a procurement step rather than an engineering one. We split the list by what is actually blocking, never by what sounds better.

WhenJobStatus
02:00 nightlyPrecedent index refreshLive
07:00 weekdaysMorning brief: what changed, what is owed, what is dueLive
Every 30 minutesInbox watch with a payment-change alarmLive
03:00 SundayMailbox security sweep — app passwords, tokens, forwarding, delegatesLive
18:30 weekdaysTime capture: the day's activity as draft entriesWaiting on a key
HourlyNew matter intakeWaiting on a key
16:00 FridayUnbilled and stalled-matter sweepWaiting on a key
08:00 MondayConflicts sweepWaiting on a key
20:00 nightlyClosing binder trackerWaiting on a key
// The model

What the eight automations are modelled to free.

29
hours a week modelled
1,305
hours a year
15×
against year-one cost
~3 wks
modelled payback

These are modelled figures, not booked savings. They assume eight fee earners, a $450 blended rate, forty-five billable weeks, and a deliberately conservative fifty per cent conversion from freed hours into billable ones. Every number reads off one shared model, so the deck and the report cannot disagree with each other, and the headcount assumption is stated on the client's own copy rather than buried. Change the assumption and the whole page rebuilds.

// The rule

It drafts. A lawyer sends.

The agent reads, sorts, drafts and finds on its own. Sending mail, booking anything a client sees, billing time, and filing or deleting a document all stop at a person. That line holds for every automation added later, and it is the answer the firm gives to every client security questionnaire from now on. In a regulated practice, an agent that cannot be trusted to stop is not a saving.