Example agent · describe your own · Legal

Matter Summary Agent.Prep Done. Judgment Yours.

Turns a matter folder into a cited summary report you can check line by line.

Matter Summary Agent

Google DriveconnectedOneDriveconnectedOutlookconnected
  1. Read 42 files in the matter folder42 files
  2. Drafted the case overview
  3. Key dates mappedMar 2023 → Jun 2025
  4. Exhibit list built with source citesCited
  5. Exhibit C cited in complaint, not found in folderNeeds review
Cited report ready

Sample run · fictional data

What Does a Matter Summary Agent Do in MetaWurks?

A matter summary agent reads every file in a matter folder in Google Drive or OneDrive, drafts a case overview, maps the key dates and builds an exhibit list where every line cites its source page. It flags gaps, such as an exhibit cited in the complaint but missing from the folder.

Short answer · Updated
How it works

Brief It Like a New Hire. Review It Like a Partner.

It Asks

  • Which matter?
  • Which folder?

It Always Hands Back

  • Every flagged gap
  • The overview before it reaches a client or the court
  • Privilege calls
FAQ

Matter Summary Agent: Your Questions.

Is this a built-in agent?

It is an example of an agent a firm describes in plain English. You brief it like a new associate and rerun it on any matter.

How does this fit ABA Formal Opinion 512?

Your professional duties stay yours. MetaWurks helps with competence and supervision: every line is cited so you can verify it, and nothing leaves the workspace without your approval. Check with your ethics adviser.

Your firm, your setup

Book a 1:1 Call for Your Firm's Exact Setup.

Bring your tool list and your worst admin chore. We'll show you what connects and what runs, live, on your own workflow.

Works with your current tools · Every answer cited · Drafts wait for your OK · Data never sold