Complete Guide to Carta Agent

1. Introduction

Carta Agent is OpusLaw's flagship autonomous AI assistant—a sophisticated legal AI that can independently research, analyze, draft, and execute complex multi-step legal tasks. Unlike simple chatbots or single-function tools, Carta Agent orchestrates multiple Practice Hub tools simultaneously to complete comprehensive legal workflows.

Think of Carta Agent as your senior associate who never sleeps—it can research case law, analyze contracts, draft motions, verify citations, and compile findings into actionable reports. The agent understands legal context, maintains conversation history, and adapts its approach based on your specific needs and jurisdiction.

2. The Problem It Solves

Legal professionals face a fragmented workflow challenge: researching requires one tool, drafting another, citation checking yet another. This tool-switching creates inefficiency and context loss. Carta Agent solves this by:

• Eliminating Context Switching: One conversation handles research, analysis, drafting, and verification—no jumping between 5 different tools.
• Automating Multi-Step Workflows: Describe your end goal, and Carta Agent determines which tools to use and in what order.
• Maintaining Legal Context: The agent remembers your matter details, jurisdiction preferences, and prior research throughout the conversation.
• Reducing Junior Associate Dependency: Tasks that required delegating to associates can now be handled by AI with immediate turnaround.
• 24/7 Availability: Get research and drafting support at 2 AM before a deadline without waiting for office hours.

3. How It Works

Carta Agent operates through a sophisticated tool orchestration system. When you make a request, the agent:

4. Getting Started

Getting the most from Carta Agent starts with understanding how to communicate effectively with AI:

1. Be Specific About Your Goal: Instead of "help me with a contract," try "Review this NDA for a California tech company and identify any problematic non-compete provisions."
2. Provide Context Upfront: Mention the jurisdiction, practice area, client type, and any relevant background. The agent uses this to tailor its approach.
3. Ask for Multi-Step Workflows: Carta Agent excels at complex tasks like "Research the elements of fraudulent inducement in Texas, find 3 supporting cases, and draft a demand letter outline."
4. Iterate and Refine: If the initial response isn't quite right, provide feedback. The agent learns from your corrections within the conversation.
5. Use Follow-Up Questions: Ask clarifying questions or request deeper analysis on specific points. The agent maintains full context.

5. Best Practices

Power users of Carta Agent follow these practices to maximize productivity:

• Start with Research, End with Drafting: Ask the agent to research first, then use those findings to draft documents. This ensures your work product is grounded in current law.
• Request Citation Verification: Always ask Carta Agent to verify citations before finalizing any work product. The agent can Shepardize cases automatically.
• Use Natural Language: Speak to Carta Agent like you would a senior associate. Legal jargon and complex requests are understood.
• Save and Export Important Work: Copy or export significant research findings and drafts. While conversation history is maintained, exporting ensures you have permanent records.
• Combine with Document Upload: Upload contracts, pleadings, or other documents and ask Carta Agent to analyze them using multiple tools.
• Set Jurisdiction Early: Mention your jurisdiction at the start of the conversation to ensure all research and analysis is appropriately scoped.

6. Use Cases by Practice Area

7. Jurisdiction-Specific Guidance

Carta Agent is designed for multi-jurisdictional practice. Here's how to leverage it effectively:

• Federal Practice: The agent has comprehensive knowledge of federal court rules, FRCP, FRE, and circuit-specific requirements. Specify your circuit for tailored guidance.
• State Courts: All 50 states are supported. Mention the state and court level (trial, appellate, supreme) for jurisdiction-appropriate research.
• International Matters: For cross-border issues, specify the relevant countries. The agent can research international law and treaty provisions.
• Multilingual Support: Carta Agent operates in 50+ languages. You can ask questions and receive responses in your preferred language.

8. ROI & Efficiency Metrics

Firms using Carta Agent report transformative efficiency gains:

• 80% Reduction in Research Time: Complex research tasks that took 4-6 hours are completed in under 30 minutes.
• 60% Faster Document Drafting: First drafts of motions, memos, and letters are generated in minutes instead of hours.
• Elimination of Tool-Switching Overhead: No more context loss from jumping between research, drafting, and verification tools.
• 24/7 Availability: Handle urgent matters outside business hours without waiting for staff availability.
• Reduced Delegation Bottlenecks: Partners can get immediate research support without waiting for associate availability.

9. Integration & Comparison

Carta Agent orchestrates the entire Practice Hub ecosystem. Unlike competitors that offer isolated tools, Carta Agent provides:

• Access to 25+ Tools: Legal Search, Contract Analyzer, Brief Builder, Citation Checker, Judge Research, Litigation Analytics, and more—all accessible through natural language.
• Seamless Tool Chaining: Results from one tool automatically feed into the next without manual data transfer.
• Unified Conversation History: Your entire research and drafting history is maintained in context.
• vs. ChatGPT: Unlike generic AI, Carta Agent is trained for legal work with access to real legal databases and specialized legal tools.
• vs. Traditional Legal Research: No per-search fees, no complex Boolean syntax, no tool-switching—just natural language requests.

10. FAQ