Understanding Agentic AI and the Role of Human Judgment

Agentic AI goes beyond generating responses. AI agents can plan and carry out work toward a defined goal, potentially reducing the manual effort involved in repetitive tasks. For legal, investigations, and records teams, understanding how these systems work is an important first step toward evaluating where they belong. 

This introductory whitepaper explains agentic AI in plain English, explores its potential benefits, and examines how professionals can delegate appropriate work while retaining control over consequential decisions. 

Learn more about: 

  • Agentic AI Basics: What makes AI agents different from chatbots and generative AI assistants 

  • Practical Benefits: How agentic AI could reduce repetitive work and improve efficiency in document-intensive workflows 

  • Human Oversight: Why professional judgment remains essential and how people can maintain control over AI-assisted work 

  • Agentic AI in Action: How Casepoint IQ's specialized agents apply AI to document review, with performance validation and estimated time and cost savings 

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