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Legal Agents require a Vertex or Zenith plan and the legalAgents entitlement. This feature is not available on Origin, Learn, or Edge.
Legal Agents are autonomous agents that run in the background and deliver results to the Autopilot inbox on the home dashboard. They are not the same as Custo. Agents run without requiring you to remain in the interface.

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The four specialist agents

AgentWhat it does
Document ReviewClause risk scoring, playbook deviation analysis, redline suggestions
Regulatory ResponseObligation monitoring, regulator enquiry drafts, policy impact assessment
Matter CloseMatter wind-down checklists, outstanding tasks, archive readiness
Client OnboardingClient intake orchestration, KYC collection, onboarding pack generation

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Human approval gates

Agents do not act unilaterally on sensitive actions. Before proceeding, the agent shows a confirmation prompt explaining what it is about to do. Review and approve or cancel.

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The Autopilot inbox

Completed agent deliverables appear in the Autopilot inbox on the home dashboard. Open each item to review the output, accept recommendations, or dismiss.

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Start an agent run

1

Open Agents

Go to Agents in the sidebar or Launchpad.
2

Select an agent

Choose the agent type that matches your task.
3

Provide context

Link a matter or document and enter your instruction.
4

Launch

Click Start run. The agent works in the background.

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Run history

Open Agents, then Run history, to see past agent runs, their status, and outputs. Failed runs show the error message and can be retried.

Custo

Interactive matter-aware AI assistant.

Plans and limits

Vertex and Zenith entitlements.