Assigning a matter to the agent is like handing a file to a capable colleague. The agent reads the matter, works out what is needed, drafts into the project’s vault, and comes back when it needs you. It never delivers anything to the client by itself. A person always does that.
Hand a matter to the agent
Assign the matter to the Agent from the assignee property, or when you create the matter. The agent opens a conversation on the matter and starts work. While it works it:
- reads the matter’s description, linked documents and linked conversations
- drafts documents into the project’s vault and links them as references
- adds notes to the matter
- moves the status to In Review when there is something for you to check, or to Done when nothing further is needed
- routes any correspondence through the linked email conversations, where replies wait for approval
If the agent could not be started you see “Matter created, but the Agent could not be started. Assign it again from the matter.” The matter itself is safe. Assign it again.
Follow the activity timeline
Every matter has an Activity timeline. It merges two records, newest first: what happened on the matter itself, and what happened in the email conversations linked to it. You see one story without opening each conversation.
Entries read as plain sentences, for example “Marta handed this to the Agent”, “Agent is working…”, “Agent finished”, “Agent briefed the conversation with Notaría López”, and “Agent reported back to matter CC-42”.
Work in progress carries a state:
How a matter and its conversations talk to each other
A matter and an email conversation are separate threads of work. When work on a matter needs something from a conversation, such as asking the client for a missing document, the agent briefs that conversation. When the conversation has a result, it reports back to the matter. Both hand-offs appear on the timeline, so you can follow work across threads.
Answer the agent’s questions
When the agent needs a decision, it raises a question and the timeline shows Needs an answer. Select Answer, type your reply and the agent continues with it. If several questions are open, Next moves through them.
A question can only be answered once. If a colleague answered first, you are told the question is no longer open.
Review and approve
When the agent has drafted replies in linked conversations, the matter offers Approve all drafts to send them together. If any of them cannot be sent you see “Some drafts could not be sent — check each one” and can open them one at a time.
The agent run panel on a matter shows how long the agent worked, What was added, and buttons to Open in editor, Approve or Request review. To steer the next run, write in “Tell the Agent what to do next…”.
Read Permission levels to decide how much the agent may do before it checks with you. 
