If it feels like the goalposts for legal technology keep moving, you’re right. A new phrase is taking over legal tech: agentic AI workflows. If you aren’t entirely sure what it means (or how it differs from the AI tools you’ve already tested), you’re far from alone.

That’s why we’ve written this playbook. We’ll skip the high-level tech jargon and get you oriented in what agentic AI for legal is, and how you can use it. Through concrete, step-by-step examples, modeled around an investigation of the publically available Enron data set, we will show you exactly how to use an AI agent to build dual timelines, expose production gaps, and draft precise factual analyses — in short, how to use an agentic AI workflow from the initial pleading to pre-trial preparation.

In this playbook, you will learn:

- How to build integrated, dual-layered timelines that serve as a case's source of truth.

- Methods for leveraging AI agents to conduct early case assessments and risk analysis.

- Techniques to identify key witnesses, expose gaps in production, and structure deposition outlines.

- Strategies for utilizing AI to draft summary judgment arguments, conduct hearsay analysis, and execute expert witness challenges.

- How to build an iterative Order of Proof to adapt seamlessly as a case evolves