AI

Legal AI agents: what they are and what to hand them

A prompt is a single request you make to an AI assistant. An agent is set up to pursue a goal over several steps, using tools or data you connect, sometimes on a schedule or trigger. For lawyers, agents suit routine, checkable chores; they need clear limits, because they can act on mistakes at speed.

By Raghav Handa · Updated 17 October 2026 · 3 min read

Agents versus prompts

PromptAgent
How it runsYou ask, it answersYou set a goal and instructions; it works through steps
What it touchesOnly what you paste inWhatever tools and data you give it access to
When it runsWhen you askOn request, on a schedule or on a trigger, depending on the product
Main riskA wrong answer you can seeA wrong action taken across many records

The difference is degree, not magic. An agent is still a language model following instructions, with the same weaknesses on accuracy.

Notion Custom Agents

Notion offers Custom Agents that you can configure to work on tasks in your workspace. Notion's help centre describes what they can do, how to set them up and what access they need, and the details and availability may change, so read the current page and check your plan.

MatterOS is a template of connected Notion databases, so it gives an agent structured matters, actions, evidence and research to read. MatterOS does not include an agent itself; you would configure one in Notion if you decide to use it.

Tasks to consider and tasks to keep human

Reasonable to tryKeep with a lawyer
A weekly digest of overdue actions and matters with no next stepAdvice to clients
Flagging evidence rows with no statusFiling or sending anything to a court or opponent
Drafting a summary of a matter for your reviewDeciding strategy or settlement
Tidying properties such as missing tagsCalculating deadlines from procedural rules

Start read-only if you can. Check what the agent changed, keep a way to undo it, and review its work regularly.

Frequently asked questions

What is an AI agent?
A configured AI assistant that pursues a goal over several steps, using tools or data you give it, sometimes automatically.
Are agents safe for law firms?
They can be for limited, checkable tasks with restricted access and human review. Risk grows with the access and autonomy you grant.
Does MatterOS include a Notion Custom Agent?
No. MatterOS is a template of databases. You can choose to set up a Notion Custom Agent over your own workspace, subject to your Notion plan.
Should an agent send emails or file documents?
Not without a lawyer reviewing each item. Keep outward communication and filings under human control.

Sources

About the author

Raghav Handa

Raghav Handa trained as a lawyer, then spent years building legal technology, from enterprise legal products to custom systems for law firms.

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