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Configuring Matter Management Agents

Updated over a week ago

Set up Matter Management Agent

  1. Open [Administrator Settings] → [Matter Management] → [AI agent matter automation]

  2. Enable features

Customize Automatic Replies to Request Emails

You can choose one of the following options for the automatic reply to request emails.

Item

Description

Standard Preset Item

Automatically checks if the request email contains the following information:


Thanks for reaching out. We are reviewing your request and need a little more context to ensure we support you effectively. Could you please reply with the following details?

■ What kind of transaction is the subject of this consultation?
e.g. Development of XX, sale of XX, purchase of XX, outsourcing of XX operations
■ When would you like to receive a response?
■ Please list any concerns, potential risks, or other matters that you would like to share with the Legal Department.
■ Please attach the contract for review and any other related contracts or materials pertaining to this matter.
■ Please provide information on the counterparty's company profile or a URL to a page where this information can be found (e.g., their corporate website).
■ Is it possible to use our company's contract templates?
​

Based on Case Acceptance Form

  • Questions from your registered case submission form can be automatically included in the auto-reply content.

  • The following items (*) from your specified form will be automatically checked for inclusion in the request text:

    • Various free-text input fields

    • Attachments

    • Deadline

    • Requesting department

(*) All fields are automatically checked, regardless of whether they are required or optional.

To customize the auto-reply content, follow these steps:

  1. Select [Customize (Based on Case Registration Form)]

  2. Click the [V] next to [Case Acceptance Form to Use as Judgment Criteria] and select the form you wish to use for the auto-reply

From this point onward, each field from the specified case acceptance form will be reflected in the auto-reply content.

Example of a customized auto-reply email:

Subject: A question about this matter:(title)

Body:

Thanks for reaching out. We are reviewing your request and need a little more context to ensure we support you effectively. Could you please reply with the following details? 

■ Due date
■ Urgency
■ Consultation topic
■ Background
■ Other notes

Additional Notes

You can specify any case intake form, regardless of whether it is public/private or its visibility settings (open to anyone/Matter Management users only). For instructions on setting up a case intake form, please refer to " Create a Case Intake Form to Accept Cases ".

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