A Work Agent for Lawyers and Legal Teams

Give Floatboat a bounded legal assignment. It can organize matter files, trace facts, compare versions, prepare research, and turn approved sources into a reviewable draft while your team controls the playbook, templates, and approval points.

Floatboat Agent

Lawyers and legal teams · Acquisition diligence · Working set

Working

Recover the people, events, dates, missing material, and next questions before a meeting or handoff.

▱ Document request list▱ Uploaded agreements▱ Firm issue checklist

I’ll run the “Turn a folder into a working matter brief” workflow, starting with the materials you provided.

Activity0/4

·Select matter filesRunning…
·Build chronology
·Map people and documents
·Draft meeting brief

Organizing context and preparing editable deliverables

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Ask a follow-up, add files, or ask the agent to revise the deliverable…

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Streaming interface preview · Click the composer to download Floatboat. No real data is processed.

Common tasks and representative workflows

What Lawyers Can Delegate

Before a lawyer can advise, negotiate, or decide, someone has to recover context, organize materials, compare documents, and prepare a usable work product.

Common tasksTurn a folder into a working matter briefPrepare a review queue from your own standardsBuild a source trail before drafting the answerDocument indexOpen-issues tableFollow-up questions

Turn a Folder Into a Working Matter Brief

The problem

Matter context is scattered

Important facts sit across folders, email attachments, meeting notes, prior drafts, and naming systems that drift over time.

What the agent handles

Recover the people, events, dates, missing material, and next questions before a meeting or handoff.

Select matter files · Build chronology · Map people and documents · Draft meeting brief

Deliverable

Chronology, document index, open questions, and an editable brief.

Human boundary: Floatboat organizes the record. Counsel decides relevance, privilege, strategy, and what may be shared.

Prepare a Review Queue from Your Own Standards

The problem

Every version creates more work

Teams must locate changes, reconnect them to the issue list, and explain what still needs a decision.

What the agent handles

Compare versions or check a document against the template, checklist, and issue categories supplied by your team.

Add versions and checklist · Extract key terms · Surface changes · Prepare issue table

Deliverable

Version summary, extracted terms, deviations, and unresolved questions.

Human boundary: The Work Agent surfaces differences and prepares questions; it does not make a final legal-risk determination.

Build a Source Trail Before Drafting the Answer

The problem

Sources need more than a summary

Research has to be organized around the actual question, jurisdiction, date, and authority—not merely condensed.

What the agent handles

Break a question into research issues, organize supplied or public sources, and prepare a traceable research packet.

Define issue and scope · Collect authorities · Create source matrix · Prepare memo outline

Deliverable

Research log, authority matrix, unresolved conflicts, and a memo outline.

Human boundary: Every authority, quotation, jurisdictional assumption, and legal conclusion requires lawyer verification.

A capability stack for the work

Floatboat Capabilities for Lawyers

The Work Agent uses these capabilities inside a persistent workspace to read context, execute steps, and deliver results. People retain consequential decisions.

Agent Workspace

an Agent Workspace that preserves Lawyers project context can keep matter files, research sources, instructions, review notes, and editable legal work products connected in one persistent workspace from intake through handoff.

The same context stays available across follow-ups, revisions, and recurring work, so the agent can continue from an inspectable project instead of starting over in a new chat.

FloatboatAcquisition diligence · Working set

Project files

▱ Document request list

▱ Uploaded agreements

▱ Firm issue checklist

Agent run

Document indexOpen-issues tableFollow-up questions

AI File Organizer

an AI File Organizer for local Lawyers files can sort and rename approved matter folders locally, keeping source files and versions identifiable before comparison, chronology building, or handoff.

The organizer handles file preparation as a separate, visible step; people still decide which folders are in scope and verify the proposed structure before relying on it.

FloatboatAcquisition diligence · Working set

Before

□ 1_Document request list_final

□ 2_Uploaded agreements_final

□ 3_Firm issue checklist_final

Suggested structure

└ Document request list

└ Uploaded agreements

└ Firm issue checklist

Multiple AI Models

Choose models for long-context review, careful drafting, or faster preparation while preserving the same matter files, instructions, and review history.

The model can change with the stage of work while approved files, instructions, prior decisions, and deliverables remain in the same workspace. Users do not need separate provider API keys for officially available models.

FloatboatAcquisition diligence · Working set

Auto

Automatic routing

Same workspace context

Claude Opus 4.6

GPT-6 Astra

Gemini 3.1 Pro

FloatIM

Bring a colleague or specialist into the same matter thread while keeping questions, source files, revisions, decisions, and deliverables connected.

The message thread becomes an entry point to the underlying workspace, so collaborators can see the request, progress, questions, and returned artifact without reconstructing the task elsewhere.

FloatboatAcquisition diligence · Working set

Document request list

Agent · Document index · Open-issues table · Follow-up questions

Human→Agent→Team

Explore More Work Agents

Compare how a Work Agent handles real assignments across different professions.

Questions before you start

Work Agent Questions for Lawyers

The practical questions are about source material, review, confidentiality, and control—not promises of one-click legal work.

Is Floatboat legal AI or a law-practice management system?+

Floatboat is a general-purpose Work Agent. It can prepare work from approved files, research materials, templates, and repeatable instructions, but it is not a legal authority, matter-management system, billing platform, or substitute for counsel.

Can Floatboat review a contract?+

It can extract terms, compare versions, apply a checklist or template you provide, and prepare deviations and questions for review. A lawyer still determines legal meaning, risk, negotiation position, and whether any recommendation is appropriate.

Can it do legal research without hallucinations?+

No AI system should be treated as incapable of error. Floatboat can help structure research, organize sources, and create a traceable packet, but every authority, quotation, jurisdictional assumption, and conclusion must be verified against authoritative sources.

Does Floatboat come with a built-in law-firm playbook?+

The page examples are starting points, not prescribed legal methods. You choose the files, templates, checklists, terminology, output format, and approval steps appropriate to your firm, client, matter, and jurisdiction.

Can I use my own templates and checklists?+

Yes. Give the Work Agent the materials, instructions, and output structure you approve. Its persistent workspace keeps those inputs connected to the assignment instead of forcing a generic legal format.

How should privileged or confidential material be handled?+

Follow your firm's policies and client obligations before adding sensitive material. Review the data handling of every model, connector, and tool used in the workflow, scope access narrowly, and do not assume that local file access means every processing step remains on-device.

Will Floatboat send client messages or file documents automatically?+

The recommended workflows keep consequential external actions behind explicit human approval. Whether a connector can perform an action is separate from whether your policy should permit it.

Who is this page for?+

The examples are relevant to lawyers, in-house counsel, paralegals, legal operations teams, and other legal professionals who spend time preparing files, context, drafts, and repeatable work products.

Prepare the matter record without delegating judgment

Use approved matter files and templates to organize facts, compare versions, and draft a review copy; counsel makes the legal call.

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