The problem

Routine transactional legal work (NDAs, contracts, filings) is expensive and slow, but the unauthorized-practice-of-law line makes naive automation risky.

What you get

Standard documents drafted and e-signed straight-through; advice-shaped output gated to a licensed attorney; privilege and retention preserved.

The flow

Intake to outcome. 🤖 steps run automatically; 🧑‍⚖️ steps are where a named human signs off the judgment calls.

1

🤖 Intake the request and matter documents

agent intake · Document storeMatter management
2

🤖 Draft / redline from the clause library for the captured jurisdiction

agent drafter · Clause / template libraryJurisdiction / law DB
3

🤖 Classify information vs advice, check conflicts, privilege and jurisdiction scope

agent compliance · Conflict-check DBJurisdiction / law DB
4

🧑‍⚖️ A licensed attorney signs off any advice-shaped output before it reaches the client Human checkpoint

Licensed attorney of record
5

🤖 E-sign permitted documents with intent + tamper-evident audit trail (excluded docs blocked)

agent signer · E-signature
6

🤖 File the matter under retention with legal-hold awareness

agent monitor · Matter management

Agents & tools

Document store stub today → S3
Matter management stub today → Clio
Clause / template library stub today → internal KB
Jurisdiction / law DB stub today → legal data vendor
Conflict-check DB stub today → matter DB
E-signature stub today → DocuSign

Connectors run as sandbox stubs today — flip to the real provider to go live.

Human checkpoints

Licensed attorney of record — A licensed attorney signs off any advice-shaped output before it reaches the client

The autopilot escalates the judgment calls to a qualified human — the rest is straight-through.

Why it's safe to let it run

Every autonomous decision is logged — who · what · confidence. Signed human checkpoints and a built-in compliance reviewer enforce the rails, so the outcome holds up to an audit, not just a demo.

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