Legal customer story
“I only need to train my colleagues on one tool that continuously develops within the familiar interface.”
Law firms and in-house teams
The first draft, against your own playbook.
Review contracts and find precedents from your firm’s own knowledge. Keep the work inside its matter.
- 01
Company context
Connect the agreement, playbook and matter-specific precedents.
- 02
Agent starting point
Choose a prebuilt agent or build one around your workflow.
- 03
Reviewable work
The review returns with each departure and supporting clause attached.
The work
An agent per task on the matter, not one assistant for the firm.
Give each agent a matter task, scoped access and a responsible lawyer for review.
Review Agent
Finds departures from your playbook and cites the clauses.
ReadsFirm playbook, contract and approved precedents
Client Update Agent
Drafts a client update from the matter record.
ReadsMatter record and prior client updates
Precedent Agent
Finds relevant firm drafting and identifies its source matter.
ReadsYour know-how and precedent bank
Matter Agent
Summarizes a matter’s history, current status and next steps.
ReadsMatter file and correspondence for that matter
Governed workspace
Privilege is not a setting you add later.
Matters have defined teams and information barriers. Agent access follows those boundaries.
Governed workspace
Controls stay with the work.
- Matter access
- Access follows the matter, not the person’s seniority.
- Information barriers
- Agents respect the same barriers as the people working either side.
- Human checkpoint
- Nothing reaches a client without the responsible lawyer releasing it.
- Regional control
- Privileged material remains in the region where the firm holds it.
Before you ask
What partners and risk ask first.
- How is firm material controlled?
- IT controls connected access and selects approved models with EU hosting. The agent reads only material available within the matter.Details on Zero Data Retention (ZDR) and model-training policies: Security and Trust Center →
- Can it replace a lawyer’s review?
- No. It marks playbook departures and cites each clause. The lawyer decides and signs.
- How does it respect an information barrier?
- Set access per matter. The agent cannot read across a barrier that blocks its user.
- We already have a legal AI tool. Why this?
- The same governed workspace also supports work beyond legal. IT can manage access, model choice and usage in one place.
One job, then the next
Start with the contract type that comes through most often.
Bring one recurring document. We will show the agent's setup, its company context and the person who reviews the result.