Tools for legal operations
The Legal domain tools in IBM watsonx Orchestrate support core legal workflows by enabling structured data retrieval, matter creation and legal service intake.
Here are the available legal operations tools with a brief description outlining their purpose and functionality:
Onit
|
Agent name |
Tool name |
Description |
|---|---|---|
|
Legal service requests |
Retrieve record details |
Retrieve detailed information about an Onit record (Matter, LSR, or Invoice). |
|
Create legal service requests |
Create a new legal service request (LSR) in Onit. |
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|
List legal service requests |
List legal service requests (LSRs) from Onit. |
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|
Get organizational units |
Retrieve allowed organizational units for legal service requests (LSRs). |
|
|
Get areas of assistance |
Retrieve allowed areas of assistance for legal service requests (LSRs). |
|
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Get regions |
Retrieve allowed geographic regions for legal service requests (LSRs). |
|
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Close legal service requests |
Close an existing Legal Service Request (LSR) in Onit by triggering the close action button. |
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Update legal service requests with resolution |
Update the resolution of an existing Legal Service Request (LSR) in Onit. |
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|
Legal matter management |
Create legal matters |
Create a new legal matter in Onit. |
|
Get business units |
Retrieve the list of available business units in Onit. |
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Get matter taxonomy |
Retrieve the full hierarchy of areas of law, matter types, and subtypes in Onit. |
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Get party roles |
Retrieve the list of party roles in Onit. |
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Get states and provinces |
Retrieve states or provinces for a selected country in Onit. |
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Search countries |
Search for countries in Onit by substring. |
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Search currencies |
Search for currencies in Onit by substring. |
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Get matter |
Retrieve a matter from Onit using its matter ID. |
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List matters |
List existing matters in Onit. |
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Invoice review |
List invoices |
List invoices from Onit with optional filtering. |
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Get invoice |
Get full details for a specific invoice from Onit. |
What to do next
To explore related agents, refer to the Agents for legal operations section.