Seraa AI User Guide
Intelligence Layer

AI Agents

Meet your specialized AI teammates

AI Agents

AI Agents are specialized teammates—each trained for specific legal tasks. They're not here to replace you; they're here to handle the routine work so you can focus on strategy.

Your AI Teammates

Drafting Agent

Generates contracts, letters, and pleadings based on your matter's context.

Review Agent

Analyzes documents against your firm's rulebooks for compliance and risk.

Extraction Agent

Pulls specific data points from messy documents into structured records.

Reminder Agent

Finds obligations and deadlines deep inside contracts to create trackable alerts.

Report Agent

Assembles comprehensive reports from your extensive document library.

Chat Agent

Your always-on legal assistant for ad-hoc questions and quick tasks.

The Human-AI Partnership

Seraa AI is built on a simple principle: You remain in control. AI assists.

AI Agents are highly effective for generating first drafts, running compliance checks across 100-page limits, and extracting dates. However, AI does not provide strategic advice to clients, negotiate positions, or make final ethical judgments.

Require Human Review

For critical work, ensure the Require Human Review setting is enabled in your Routine's configuration. This pauses the Routine after each AI step until a licensed professional validates the Agent's output.

Customizing AI Behavior

You can deeply customize how Agents fulfill tasks for your specific firm:

  • Rulebooks: Define specific risks or missing clauses the AI should look for during reviews.
  • Prompts: Provide detailed instructions to AI agents via the Prompt input on each Block, specifying exactly what to look for, what tone to use, and what format to follow.

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