Secure AI Agent · Law Firm
AI applied to
your firm's output
A specialist configured to monitor publications, propose deadline counts for the lawyer's review, and triage documents citing only verified official sources.
Companies that trust UPX
Capabilities
What the Law Firm Agent
can do
Main areas of work for the Law Firm AI Agent in your operation.
Publication monitoring
Follows court gazettes and identifies what belongs to the firm.
Deadline proposal
Calculates the suggested count and sends it for the lawyer's review.
Document triage
Classifies incoming material by urgency, matter, and owner.
Case summary
Condenses progress and disputed points into objective language.
Verified research
Gathers law and precedent, checking every citation against official sources.
Supporting drafts
Prepares the first version of repetitive filings for review.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Publication triage
- Identifies what belongs to the firm and proposes the deadline count.
- Case summary
- Condenses progress and disputed points for quick reading.
- Verified research
- Gathers grounds, checking every citation against official sources.
How it worksFrom the publication to the filing,
From the publication to the filing,
with review at every step
Connect your sources, define what the agent can do, and let triage happen within your firm's limits.
- Connect the case base
- The agent works where the firm already records.Connect the case system, the document base, and the calendar so the Secure AI Agent has access only to what it needs to follow the caseload.
- Ask for the work
- Talk to the agent in natural language.Request the day's publication triage, a case summary, or a research brief through the available channels. The agent understands the context, applies the configured skills, and follows the firm's rules.
- The agent prepares. The lawyer verifies.
- From triage to filing, with control.The agent monitors, summarizes, and drafts within the defined permissions. Verifying the deadline, reviewing the filing, and submitting it always stay with the responsible lawyer.
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Integrations
Connected to the sources where your firm already works
The Law Firm AI Agent can query your case base and run tasks in the systems your team already uses.
Google Calendar 
Flow
What goes in,
what the agent does, and what comes out
From the raw publication to a proposed deadline, following your firm's rules and permissions.
Inputs
- Gazette publicationDOC
- Case filePDF
- Deadline controlCSV
Processing
Secure AI Agent
Processing the task
- Read
- Link
- Propose deadlinerunning
- Summarize
Skill appliedSource verified
Output
Completed
Triage prepared
- Publications linked to cases
- Deadline proposed for verification
- Citations verified against official sources
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within your firm's rules.
- 1
Query
Reads case files and publications and answers with the reference.
- 2
Prepare
Proposes the deadline and summarizes progress.
- 3
Request verification
Waits for validation from the responsible lawyer.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action, according to each firm's policy. Verifying deadlines, reviewing filings, and submitting them always stay with the responsible lawyer.
Get started
Put a Secure AI Agent to work.
Start on the platform or choose the plan that fits the pace of your operation.
Security and compliance
Security that can be verified.
Certifications and attestations
UPX maintains SOC 2 Type II and ISO 27001, with independent audit over its information security controls.
Privacy and regulation
- LGPD
- Operations follow Brazil's Law 13.709/2018. In AI Agent contracts, UPX acts as data processor; the legal basis remains with your company.
- Zero Data Retention
- A product policy, not a certification: with compatible providers and configurations, processed content is not retained after execution.
- Retention and deletion
- The retention policy is defined by contract. Once the contract ends, data is deleted within the agreed period.
Frequently asked questions
Common questions about the Law Firm Agent
What firms usually ask before putting an agent to support their output.
Does the agent control our procedural deadlines?
It monitors publications, links them to the case, and proposes the count. Verifying the deadline stays with the responsible lawyer: the agent supports triage, it is not the source of truth for deadlines.Can it invent case law?
The agent is configured to cite only law or precedent verified against official sources, reporting the reference for each citation. When it finds no support, it records the absence instead of filling the gap.Does it file or sign documents?
No. The agent drafts repetitive filings and organizes supporting material. Review, signature, and submission stay with the lawyer.Does it advise the firm's end client?
The agent can organize information and prepare updates on case progress, but it does not provide legal advice. Advising the client stays with the lawyer.Is case data used to train models?
No. Content processed by Secure AI Agents is not used to train UPX models or third-party models. Professional privilege is preserved.Can we audit what the agent did?
Yes. Every action is logged: what was queried, what was proposed, when, in which system, and under which permission. The history stays available for review and auditing.How long does it take to go live?
It depends on the systems involved. The starting point is connecting the case base and publication monitoring, then expanding the scope as results come in.
Secure AI Agent
Bring a Secure AI Agent to your law firm
Talk to our specialists and see how to adapt this AI Agent to your processes, systems, and needs.