Legal
Legal team workspace for intake triage and first-pass contract reviewA practical AI enablement case study.
Legal intake, triage, and review-support workspace
What changed from problem to rollout
A three-person legal team was the bottleneck for the whole company: routine NDAs and vendor agreements queued behind complex work, and the business had no visibility into request status.
We built an intake workflow that classified requests by type and risk, paired standard agreements with playbook-based AI summaries that flagged deviations from preferred positions, and gave the business a status view.
The legal team encoded their negotiation playbook into review checklists, learned to validate AI-flagged clauses quickly, and set clear rules for what AI could touch versus what went straight to an attorney.
- 1Log every legal request for two weeks with type, urgency, and time spent. Most teams find a large share is routine NDA and vendor-agreement work.
- 2Write down your playbook for your most common agreement type: preferred positions, acceptable fallbacks, and walk-away terms. If it only lives in attorneys' heads, AI cannot help with it.
- 3Use AI to summarize a contract you have already reviewed and compare its clause flags to your own markup. This calibrates trust honestly before relying on it.
- 4Define matter types where AI assistance is prohibited (litigation, employment disputes, anything privileged-sensitive) and publish that list first.
AI review missed things, especially unusual clause interactions, which is why every output went through attorney review. The realistic win was sequencing: attorneys started from a flagged summary instead of a cold read, and routine work stopped crowding out complex matters. No agreement was signed on AI's word alone.