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Automation Squad

Role

AI for Legal Assistants

Robert MacKelfresh

By Robert MacKelfresh

Founder, Automation Squad

Perform secretarial duties using legal terminology, procedures, and documents. Prepare legal papers and correspondence, such as summonses, complaints, motions, and subpoenas. May also assist with legal research.

Legal Secretaries and Administrative Assistants · O*NET 43-6012.00 · Job Zone 3 · sourced from the U.S. Department of Labor occupation database

Automation coverage

20 of 40tools on this list have an AI solution available today

Counted by matching the tools this occupation is documented as using against a corpus of 226,452 AI products, MCP servers, skills and connectors. Where a tool has no match, we say so rather than inventing one.

AI you can use for this job

56 matched to the tools legal secretaries and administrative assistants use. Showing 24.

  • Let your clients book appointments, classes, or packages, fill out intake forms, add appointments to their calendar, receive confirmation and reminder notifications, and reschedule, cancel, and pay for appointments automatically—zero hula dancing, email ping-pong, or phone tag re

    Make (make.com)

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Dropbox MCP or direct API to upload files, search folders, share links, and manage documents through natural language.

    Make (make.com)

  • Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

    Microsoft Outlook

  • Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.

    Acuity Scheduling

  • Make (make.com)

  • Calendbook is a calendar & appointment scheduling solution that includes reminders, rescheduling, availability management, and more.Calendbook allows even free users to get paid for their precious time via stripe

  • Dropbox

    MCP server

    Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

    Dropbox

  • Automates meeting coordination and scheduling workflows through intelligent calendar integration and business process optimization.

  • Microsoft Excel

    MCP server

    Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are su

    Microsoft Excel

  • Microsoft Word

    MCP server
  • Office Word

    MCP server
  • Powerpoint

    MCP server
  • Sage Accounting

    MCP server

    Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

    Sage Accounting

  • Schedule It

    MCP server

    Schedule it - A software tool which helps you schedule your resources, teams, equipment, rooms, and projects all in one place.

    Schedule It

  • Make (make.com)

  • Make (make.com)

  • Adobe Acrobat is PDF editing software that can be used to create, convert and share PDF documents. It can convert documents in Microsoft Office formats to PDFs, and vice versa. PDFs can be viewed, annotated, and signed using Adobe Sign and the free Acrobat Reader mobile app.

  • Adobe Sign

    MCP server
  • CalendarFix

    MCP server

    CalendarFix is a appointment scheduling tool that helps you book meetings.

    CalendarFix

  • Cisco Webex

    MCP server
  • ClickMeeting

    MCP server

    Video conferencing software for product demos, training sessions, online courses, business meetings and webinars.

    ClickMeeting

The tools this job actually uses

42 documented for this occupation. Showing 40, hot technologies first. A filled dot means an AI solution exists for it.

  • Adobe Acrobathot
  • Intuit QuickBookshot
  • Microsoft Accesshot
  • Microsoft Excelhot
  • Microsoft Office softwarehot
  • Microsoft Outlookhot
  • Microsoft PowerPointhot
  • Microsoft Visiohot
  • Microsoft Wordhot
  • A1-Law
  • AbacusNext HotDocs
  • Aderant CompuLaw
  • ADP Workforce Now
  • Amortization calculation software
  • Appointment scheduling software
  • Billing software
  • Case management software
  • Chrome River Expense
  • Database software
  • Dropbox
  • Electronic adjudication management systems EAM
  • Electronic diary software
  • Email software
  • Filing system software
  • IBM Lotus Notes
  • Legal research software
  • Legal software
  • LexisNexis
  • LexisNexis Time Matters
  • Litigation management software
  • Microsoft SharePoint Server
  • Public access to electronic court records PACER
  • Quicken
  • Sage 50 Accounting
  • Thomson Reuters Elite Billing Manager
  • Thomson Reuters Westlaw
  • Transcription software
  • Vertican Technologies Collection Master
  • Web browser software
  • Web conferencing software

What this job involves

14 documented tasks, most important first. Showing 14.

  1. Organize and maintain law libraries, documents, and case files.
  2. Mail, fax, or arrange for delivery of legal correspondence to clients, witnesses, and court officials.
  3. Prepare and distribute invoices to bill clients or pay account expenses.
  4. Prepare, proofread, or process legal documents, such as summonses, subpoenas, complaints, appeals, motions, or pretrial agreements.
  5. Make photocopies of correspondence, documents, and other printed matter.
  6. Assist attorneys in collecting information such as employment, medical, and other records.
  7. Complete various forms, such as accident reports, trial and courtroom requests, and applications for clients.
  8. Receive and place telephone calls.
  9. Schedule and make appointments.
  10. Submit articles and information from searches to attorneys for review and approval for use.
  11. Make travel arrangements for attorneys.
  12. Draft and type office memos.
  13. Attend legal meetings, such as client interviews, hearings, or depositions, and take notes.
  14. Review legal publications and perform database searches to identify laws and court decisions relevant to pending cases.