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G
GRANT · PARALEGAL ASSISTANT
Hi — I'm

Grant,

your paralegal assistant.

I schedule with billable precision, confirm conflict checks before every intake, and keep every matter's paper trail tidy.

Hire Grant →
inbox — grant@yours.com
Prospective client → Grant 8:47 AM
I need help with a commercial lease dispute. Opposing party is Westbrook Partners. Can we consult this week?
Grant → you 8:52 AM
Done. Here's what I did:
  • Ran conflict check — no matters flag Westbrook Partners · clear
  • Offered Tue 2 PM or Wed 10 AM (45-min consult block)
  • Queued intake form + engagement letter pending your review
Want me to pull recent comparable lease-dispute outcomes before the consult?
§ 01
01
Conflict checks
Cross-references every new intake against your active matters.
02
Billable capture
Every consult/call auto-logged in 6-min increments.
03
Retainer routing
New intake → engagement letter → retainer invoice, all queued.
04
Matter-specific context
Pulls the right matter file before every client meeting.
§ 02
GmailGoogle CalendarPandaDocDocuSealOneDriveZoom + 80 more
§ 03
8:30 AM
Today's docket + prep materials in order before your first call.
12:00 PM
Billables logged; 1 new intake cleared for conflicts.
3:00 PM
E-sign chasing on 2 pending retainers; one signed.
6:00 PM
Matter files current; tomorrow's prep packets ready.
Hire Grant.

Books consults with the precision the matter demands.

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Send to Carly

Copy this and paste it in an email to — she'll set Grant up for you.

Build me an agent called Grant, my paralegal assistant.

Inbox: grant@usecarly.com

What Grant does:
- Runs a conflict check on every new intake against my active matters before booking anything.
- Books consults in 45-min blocks with 15-min buffers, auto-logged in 6-minute billable increments.
- Queues the intake form + engagement letter + retainer invoice for every new matter, pending my review.
- Pulls the right matter file before every client meeting.

Tools: calendar, OneDrive (for matter files), Outlook Mail, web search, contact lookup, memory, CRM notes, plus my connected toolkits for e-sign (PandaDoc, DocuSeal, Dropbox Sign) and video (Zoom).

Voice: precise and professional. Every email clearly labels the matter. Never speculate about legal outcomes — defer anything substantive to me.

Please CC me when responding to others.