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Agent Mode gives the AI autonomous control over which tools to use and when. Instead of following a fixed retrieval pipeline, the AI decides what to search, which URLs to read, and what tools to call - iterating up to 5 rounds until it has a complete answer.
Screenshot of a chat answer with its cited sources panel

The Agent toggle turns on autonomous multi-step research, with per-source controls for Web Search, Matter Documents, US Case Law, and Deep Web Research

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How It Works

In regular chat, your query goes through a fixed RAG pipeline: embed, retrieve, rerank, generate. In Agent Mode, the AI receives a set of tools and autonomously decides the research strategy:
  1. You ask a question
  2. The AI analyzes it and calls relevant tools (search documents, web search, fetch a URL, etc.)
  3. It reads the results, identifies gaps, and calls more tools if needed
  4. After up to 5 iterations, it synthesizes a final answer with sources
When Agent Mode is enabled, Research and Deep Mode are paused. The agent takes over all search autonomously.

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Enable Agent Mode

Click the Agent button in the chat toolbar. A toggle turns it on/off, and a dropdown lets you configure individual tools. Agent Mode is saved per matter - enable it once and it stays on for that workspace.

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Available Tools

Agent Mode gives the AI access to these tools automatically: Additionally, any MCP server tools and Skills you have enabled are also available to the agent.

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Read Any URL

The fetch_url tool lets the AI read content from any public URL. It handles:
URL fetching is rate-limited to 20 requests per hour. Responses are capped at 5 MB and truncated to 15,000 characters before being sent to the AI.

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Tool Configuration

Core tools (web search, fetch URL, search documents, corpus search, resolve citation) are always available when Agent Mode is on. More intensive tools have individual toggles:
  • Generate Case Brief (LLM-intensive)

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Limits

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Example Prompts

Agent Mode shines with multi-step research questions:
“Compare the privacy frameworks in GDPR and CCPA, citing specific provisions from both” “Read this judgment URL and prepare a case brief: https://example.com/judgment.pdf” “Find recent Supreme Court cases on arbitration clauses in employment contracts and check if any have been overruled” “Search for contract termination clauses in my uploaded agreement and compare them against market standard”