Use cases / Risk, legal and compliance

AI Legal

Faster first-pass review, with lawyers deciding.

01

Problem

Legal teams read the same clause patterns repeatedly. Privileged material cannot be sent to unmanaged tools.

02

AI capability

Extract and compare clauses against playbooks, summarize obligations, flag deviations and draft redlines for review.

03

Data

The agent works from the context you connect, not from the open internet by default.

  • Contracts and templates
  • Clause playbooks
  • Matter files (permission-scoped)
  • Obligation registers

04

Agent

Legal Review Agent

Performs first-pass clause review and drafts suggested redlines.

05

Workflow

  1. 1. Contract received
  2. 2. Extract clauses
  3. 3. Compare with playbook
  4. 4. Flag deviations
  5. 5. Draft redlines
  6. 6. Lawyer review
  7. 7. Update obligations register

06

Governance

Governance runs inside the agent at runtime: policy changes what it can actually do.

Can

  • Read contracts in assigned matters
  • Compare to playbooks
  • Draft redlines and summaries
  • Cite clauses

Cannot

  • Send anything to a counterparty
  • Access other matters
  • Provide final legal advice
  • Use unapproved models on privileged files

Requires approval

  • Any outbound redline
  • Deviation from playbook
  • Cross-matter access

Records

Agent identity, Data accessed, Model used, Output, Tools called, Policy applied, Decision, Approval, Action, Outcome.

Suggested starting autonomy: L1 Assist

Start at L1: the agent recommends and drafts, a lawyer owns every conclusion.

How controlled autonomy works

07

Outcome

What you measure, so the agent earns more autonomy on evidence:

  • Time to first-pass review
  • Deviations caught versus playbook
  • Lawyer edit rate on drafts
  • Obligations tracked

Questions

Is the output legal advice?

No. It is draft analysis for a qualified lawyer to review and own.

How is privilege protected?

Access is scoped per matter and models are limited to those approved for privileged data.

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