Close to the work you already do, with the typing removed. An agent drafts the letters, diary entries, bundles and billing narratives; you check each held item for accuracy, deadlines and confidentiality before it leaves the firm. You approve, correct or decline, and the reason goes on file. Your eye for the wrong enclosure becomes the job's core skill.
What does the reviewer actually decide?
In a law firm, the decisions that reach you are the ones with consequences outside the building. A letter to the other side. A covering email enclosing documents. A deadline entered in the matter diary. An engagement letter that sets out fees and scope. Each item arrives with the agent's draft, the matter documents it used, and the reason it was held rather than sent.
Your decision is one of three: approve as drafted, edit and approve, or decline and send back with a note. Declines are not failures. A good decline with a clear reason is often the most useful thing you do all day, because it tells whoever maintains the agent exactly what to fix.
What can the agent do without you?
Firms set this per capability, and most start cautiously:
- Read the matter file and summarise correspondence: the agent does this freely, at depth 1.
- Draft letters, emails and attendance notes: depth 2, so a person approves and sends.
- File incoming documents to the right matter: routine work the agent may complete within bounds once certified.
- Send anything to a client, the other side or a court: held for a named person.
- Enter or change a limitation or court deadline: held, with a second check by the fee earner.
- Disclose a document marked privileged: refused by the firm's own limits.
Expect the list to widen slowly. Each extra capability is earned on the firm's own past matters, not switched on because the agent seems capable.
What does a held item look like in a litigation team?
Take a reviewer we will call Helen at a mid-sized firm. The agent has drafted a covering letter to the other side's solicitors, enclosing six documents for disclosure. The letter is accurate and well formatted.
Helen opens the enclosures. The fifth is an internal note from the fee earner to the client, which should never leave the firm. The agent picked it because it sat in the same folder and mentioned the same dates. Helen removes it, approves the letter, and records the reason. She then flags a fix: the agent should treat any document marked internal or privileged as outside its scope for outgoing post. Her catch protects one matter; her note protects every matter after it.
Why does the record matter so much in a law firm?
Every verdict is filed in an append-only record: what the agent drafted, what you changed, who approved it and why. If a client complains or a regulator asks how a document was sent, the firm can reconstruct each step. Nothing can be edited after the fact.
For you, that record is evidence of your standard. Reviewers are judged on correct decisions and on red lines they did not miss, such as a confidential document going to the wrong party. A legal secretary used to being the last pair of eyes on outgoing post already works this way.
Which legal secretary skills carry straight over?
Most of them. You know the house style, the difference between a draft and a sealed copy, and why the date on a letter matters. You track deadlines without being told. You notice when a client's name is spelt two ways across a bundle.
What you will add is a working grasp of how agents are bounded: what depth means, why one action is held and another is refused, and how the source of a fact affects how far you can trust it. The guide to AI agent jobs and careers explains the roles this opens. Colleagues further along the same path are covered in the reviewer job for a former paralegal, and the practical steps are in how to move from legal secretary to AI agent reviewer.
Where the Academy fits
Pryme Intelligence Academy's free Foundations track explains the decision chain and depth in about four hours. The Operator track then covers human review, keeping knowledge current and handling incidents, ending in a written exam and a two-week practicum. If your firm does not use Pryme, the practicum runs on a simulated queue in a free workspace, and the certificate can be checked by anyone through VerifyDoc.ai.
Questions people ask
Will law firms still need legal secretaries?
Firms will still need people who own what leaves the building. The typing and filing shrink; the checking and the judgement do not. Titles may change to things like legal operations reviewer or practice support analyst.
Do I need legal training to review a legal agent?
No formal legal qualification is usually needed for review of correspondence and filing. Advice and decisions on the merits stay with qualified lawyers, and the agent is bounded so that it cannot give them.
How do I show this on my CV?
Describe the checks you ran and what you caught, without client details. The cover letter template for legal secretaries applying for AI operations jobs shows how to frame it.