Take a piece of work, and walk it through.
Each workflow is one piece of work a firm does, in the jurisdiction it happens in, walked through in the product. What you upload. What the agent does. What comes back. What the supervising lawyer checks before signing.
78 workflows · 12 practice areas
No credit card required
Corporate and M&A
Review an NDA against the board minutes
Research Agent · Contract Agent
A mutual NDA and the board minutes that discussed it go into one matter. The question is not whether the NDA is standard, it is whether it matches what the board decided, and that means reading both documents together.
Due diligence, a per-document red-flag grid
Due Diligence Agent
A data room ahead of a Series B investment is turned into a table: documents down the side, questions across the top, one cell per intersection, each carrying the quote it came from.
Review the warranties and limitations in a share purchase agreement
Contract Agent · Research Agent
A seller's draft share purchase agreement for Halcyon Bidco is read as two documents that have to agree with each other: the warranty schedule and the limitations clause. The memo pairs each warranty with the cap, basket and time limit that actually applies to it.
Build a disclosure letter against the agreed warranties
Due Diligence Agent · Drafting Agent
Sellers of Northgate Analytics have agreed the warranty schedule and now have to disclose against it. The grid runs the room against the warranties, then the letter is drafted from the cells that came back with something to say.
Turn a completion checklist into owned action items
Due Diligence Agent · Matter Intelligence Agent
Two weeks out from completion on the sale of Redgate Aggregates, the checklist is a spreadsheet nobody trusts. The run reads it against the conditions precedent in the agreement and returns the same list with owners, evidence and outstanding gaps attached.
Review a shareholders agreement under Irish company law
Contract Agent · Cross-Jurisdictional Comparator
A minority investor is taking twenty-two per cent of an Irish private company and wants to know what the shareholders agreement actually gives them. The review reads the agreement and the constitution together, because a reserved matter that the constitution contradicts is worth very little.
Check the board approval steps for a Delaware merger
Research Agent · Compliance & Regulatory Agent
An English parent is acquiring a Delaware subsidiary and the London team needs to understand the approval sequence before instructing US counsel. The memo sets out the statutory steps and marks clearly that the research ran at open-web quality.
Commercial contracts
Customer-side redline of a supplier MSA
Contract Agent · Research Agent
A supplier sends its own paper and asks for signature by Friday. Reviewed from the customer side, the memo names three walk-away clauses and ranks the rest for negotiation.
Read a SaaS order form against its master terms
Contract Agent
Quillon Software has sent a one-page order form that incorporates forty pages of master terms by reference. The review reads both and reports where the order form promises something the master terms take away.
Review a supply agreement for quality and liability terms
Contract Agent · Research Agent
Ulverston Foods is buying an ingredient under a three-year supply agreement and the recall risk sits entirely on the buyer. The review reads specification, rejection, recall and liability as one chain and shows where it breaks.
Review a franchise agreement from the franchisee side
Contract Agent · Research Agent
A client is investing their redundancy payment in a coffee franchise and has been given the franchisor's standard agreement with no negotiation offered. The review tells them what they are buying, what they are giving up and what they will own at the end.
Work out an agent's termination payment across the EU
Cross-Jurisdictional Comparator · Research Agent
A manufacturer wants to end an agency arrangement that covers France, Germany, Spain and the Netherlands under one agreement. The question is what termination costs, and the answer differs by member state even though the directive is common.
Review a reseller agreement governed by Singapore law
Contract Agent · Privacy & Data Protection Agent
A London software business is appointing a reseller in Singapore and the reseller has proposed its own local paper. The review covers appointment scope, customer data handling and termination, and states plainly how the research was sourced.
Employment
Compliance review of an employment contract
Contract Agent
A short-form contract that has sat in the precedent folder is checked clause by clause against English employment law before a senior hire is countersigned.
Restraint of trade, research answer to client update
Research Agent · Employment Agent
A twelve-month non-compete across the UK, Ireland and the EU is checked against the restraint-of-trade doctrine, then rewritten as a letter a lay client can act on.
A TUPE transfer, from question to work-stream memo
Research Agent · Employment Agent
Nineteen people are in scope of a services transfer. The client wants to know whether TUPE applies and what has to happen and by when. The timetable is the part most likely to go wrong.
Check a misconduct dismissal before the decision letter goes
Employment Agent · Research Agent
A warehouse supervisor at Corvus Logistics faces dismissal for gross misconduct and the decision letter is drafted. The review reads the investigation file, the invitation letters and the hearing notes together to see whether the process would survive a tribunal.
Plan a collective redundancy consultation timetable
Employment Agent · Research Agent
Delmere Care Group is proposing to close two sites and ninety roles are at risk across three establishments. The run works out whether collective consultation is triggered, at which establishment, and what the timetable has to look like counted back from the first intended dismissal.
Review a settlement agreement before the employee signs
Employment Agent
An employee has seven days to take independent advice on a settlement agreement offering four months' pay. The review checks what is being waived, what is taxable, what the reference actually promises and which restrictions outlive the agreement.
Rebuild garden leave and covenant terms after a resignation
Employment Agent · Research Agent
A sales director at Thackeray Media has resigned to join a competitor and the contract has both garden leave and a twelve-month non-dealing covenant. The run answers what can be enforced now and what should be rewritten for the eleven people who remain.
Assess worker status across a contractor pool
Employment Agent · Audit & Risk Agent
Fenwick Marine engages sixty contractors on four different templates and one of them has claimed holiday pay. The grid reads every agreement against the same status questions so the pool can be sorted by risk rather than by template.
Real estate
Abstract a lease portfolio into one grid
Contract Agent
A fifty-eight-lease portfolio is abstracted into a single grid ahead of a refinancing, answering where the break dates fall, which leases have upward-only rent review, and which restrict assignment.
Handle a licence to assign consent request
Contract Agent · Research Agent
A tenant of Ellingham Estates has applied to assign a warehouse lease to a company incorporated four months ago. The landlord has a duty to respond in a reasonable time, and the run works out what conditions can properly be imposed.
Check a rent review notice and its basis
Contract Agent · Research Agent
A tenant has received a rent review notice proposing a figure forty per cent above the passing rent. The review checks whether the notice is valid, whether time is of the essence, and what the lease's own assumptions and disregards do to the valuation.
Prepare a report on title for a lender
Due Diligence Agent · Contract Agent
A lender is taking security over three industrial units and needs a report on title before drawdown. The documents are read into a grid first, then the qualifications are written up into the report the bank will rely on.
Check planning conditions before a start on site
Research Agent · Contract Agent
Norbury Homes wants to start on site in three weeks and the permission carries thirty-one conditions. The run separates the pre-commencement conditions from the rest and pairs each with the document that would discharge it.
Review an irritancy notice on a Scottish lease
Research Agent · Litigation & Disputes Agent
A landlord in Glasgow wants to irritate a commercial lease for rent arrears and a breach of a keep-open obligation. The note separates the monetary ground from the non-monetary one, because the statutory protections work differently for each.
Litigation and disputes
A court-ready research memo on forfeiture and relief
Research Agent
A commercial tenant is in arrears and has broken a repairing covenant. The landlord has peaceably re-entered. The note separates the two grounds for forfeiture and states the effect of re-entering without a court order.
Letter before claim, build the response plan
Research Agent · Litigation & Disputes Agent
A letter of claim under the Pre-Action Protocol for Construction and Engineering Disputes is stress-tested as if acting for the other side, then built into the plan the team runs the pre-action meeting from.
Build a chronology from the documents on file
Litigation & Disputes Agent
A supply dispute has produced four hundred pages of correspondence across eighteen months and counsel has asked for a chronology by Friday. The run reads every document and returns dated entries with the page each one came from.
Review particulars of claim before they are served
Litigation & Disputes Agent · Research Agent
Draft particulars of claim for a professional negligence action are ready to serve and the limitation position is tight. The review tests the pleading against the rules, against the documents on file and against the dates.
Check a witness statement against the practice direction
Litigation & Disputes Agent
A trial witness statement in the Business and Property Courts runs to sixty-one paragraphs and reads like a submission in places. The review marks each paragraph that strays from what the witness can actually say.
Weigh a Part 36 offer and plan the response
Litigation & Disputes Agent · Research Agent
The defendant in a contract claim has made an offer described as a Part 36 offer twelve days before the costs and case management conference. The analysis checks whether it complies, what the relevant period does, and what happens on each of the three possible answers.
Scope a litigation hold in a United States case
Litigation & Disputes Agent · Research Agent
An English company with a US subsidiary has been served with a complaint in federal court and nobody has told anyone to stop deleting anything. The run produces a custodian list, a scope note and a draft hold notice, and says plainly how the research was sourced.
Private client
Check a will for execution and capacity issues
Research Agent · Drafting Agent
An executor has produced a will written on a shop-bought form and signed at a care home eight months before death. The review checks execution, capacity evidence and whether any of the gifts fail as drafted.
Assess the risk of an Inheritance Act claim
Research Agent · Litigation & Disputes Agent
A will leaves the entire estate to a charity and excludes an adult daughter who provided care for three years. The executors want to know the risk before they distribute, because distributing early is what turns a risk into a personal liability.
Review a lasting power of attorney before registration
Drafting Agent · Research Agent
A client has completed both property and health instruments with restrictions copied from a website. The review checks whether the restrictions are workable and whether any of the instructions would be severed when the forms are registered.
Build an estate administration schedule with its deadlines
Drafting Agent · Matter Intelligence Agent
An estate with a farm, two rental properties and shares in a family company has three executors who live in different countries. The run turns the paperwork into a dated schedule so everyone can see what is due and when.
Read a discretionary trust deed for trustee duties
Contract Agent · Research Agent
Two new trustees have been appointed to a family discretionary trust set up in 2004 and have never seen the deed. The note tells them what they can do, what they must do, and where the deed is narrower than the general law.
IP and technology
Clear a brand name before a product launch
IP & Technology Agent · Research Agent
Meridian Biosciences wants to launch a diagnostics range under a new name and marketing has already booked the campaign. The run assesses the name against the search results supplied and sets out where the real conflicts sit.
Review a software licence from the customer side
IP & Technology Agent · Contract Agent
An enterprise licence has been renewed twice without review and the business has since acquired two subsidiaries. The review works out whether those subsidiaries are licensed and what the audit clause would find if the vendor exercised it.
Audit open source licences before a code release
IP & Technology Agent · Audit & Risk Agent
Zennor Robotics is about to ship firmware to customers for the first time and nobody has looked at the open source in it. The grid reads the dependency list and the licence texts, then sorts them by what distribution actually triggers.
Check a source code escrow and continuity plan
IP & Technology Agent · Contract Agent
A bank relies on a small supplier for a settlement component and has an escrow agreement signed in 2019. The review checks which events actually release the material and whether what is deposited would be usable if they occurred.
Assess United States trade mark infringement risk
IP & Technology Agent · Research Agent
A UK consumer brand selling into the United States has received a cease and desist letter alleging trade mark infringement. The note assesses the claim on the documents supplied and says clearly how the research was sourced.
Regulatory and compliance
From a horizon development to a client update
Horizon Scanning Agent · Drafting Agent
Regulatory change usually reaches a firm as a forwarded email from whoever reads the most. Horizon Scanning turns it into a register with materiality bands, deadlines and owners, and one action moves a development straight into a client letter.
Drafting a response to the SRA or the FCA
Compliance & Regulatory Agent · Research Agent
An SRA letter asks eight numbered questions on supervision and AI use, with a firm deadline. The Regulator Response preset answers exactly what is asked, in the order asked, with a chronology and candid acknowledgement where the file has a gap.
The monthly COLP printable audit bundle
The compliance officer has to be able to show what the firm did, not describe what it intends. The register records every run, verification result, share, document and conflict check as it happens, and this is the monthly routine that turns it into something the risk committee reads.
The weekly partner digest
Horizon Scanning Agent
Most firms' regulatory awareness runs on one partner who reads more than everyone else and forwards what looks important. The digest replaces the forwarded email with a scheduled summary, scoped to the firm's own watches and linked to the matters it touches.
Review a product against the Consumer Duty outcomes
Compliance & Regulatory Agent · Research Agent
A firm has a retail savings product that has been sold unchanged for four years and an annual product review due next month. The review reads the product documents against each of the four outcomes and names what the firm cannot currently evidence.
Check a financial promotion before it is approved
Compliance & Regulatory Agent
An investment platform has a campaign of eleven pieces going live in a fortnight, spanning email, social posts and a landing page. The check runs each item against the promotion rules and marks the four that cannot go out as drafted.
Review a client file against the money laundering rules
Compliance & Regulatory Agent · Audit & Risk Agent
A firm's MLRO has pulled a sample of thirty client files ahead of an internal review. The grid reads each file for the due diligence actually evidenced, rather than for the tick on the front sheet.
Screen a counterparty ownership chain for sanctions risk
Compliance & Regulatory Agent · Audit & Risk Agent
A counterparty in a commodities transaction sits at the bottom of a five-layer ownership structure ending in two trusts. The run reads the corporate documents supplied and identifies where ownership and control questions arise.
Map Digital Services Act duties for an online marketplace
Compliance & Regulatory Agent · Regulatory Change Tracker
A marketplace operating across the EU has grown past the point where its original terms and processes fit its obligations. The run maps the duties that apply to it and matches each one against what the platform currently does.
Data and privacy
A personal data breach, the 72-hour assessment
Research Agent · Privacy & Data Protection Agent
An export containing HR records for 214 people was sent to the wrong address. The Article 33 clock started at awareness, and the assessment has to be defensible within the 72-hour window, whichever way the decision goes.
Run a DPIA on a new staff monitoring tool
Privacy & Data Protection Agent · Research Agent
An operations team wants to install activity monitoring software on every laptop and has asked legal to sign it off. The assessment works through the processing as described, the lawful basis available and the risks that would remain after mitigation.
Answer a subject access request under Irish law
Privacy & Data Protection Agent · Research Agent
An employee in Dublin who is midway through a grievance has made a broad subject access request covering four years of email. The run scopes the request, applies the exemptions and produces the response letter.
Assess an international transfer under the standard clauses
Privacy & Data Protection Agent · Cross-Jurisdictional Comparator
A European insurer is moving first-line customer support to a provider outside the EEA and the provider has sent signed standard clauses. The assessment checks the module, the annexes and whether the clauses alone are enough in the destination.
Audit a cookie banner against the tracking rules
Privacy & Data Protection Agent · Audit & Risk Agent
A retailer's site sets forty-one trackers and its cookie policy describes eleven. The audit reads the tracker inventory against the banner behaviour and the policy, and reports where the three do not match.
Review processor terms against Article 28
Privacy & Data Protection Agent · Contract Agent
A supplier has refused to sign the client's data processing addendum and offered its own instead. The review compares the supplier's terms with what the law requires and produces the shortest set of amendments that would make them acceptable.
Banking, finance and insurance
Review the covenants in a facility agreement
Contract Agent · Research Agent
A borrower is taking a five-year term facility and the finance director wants to know what the covenants would do to next year's plan. The review reads the covenants, the definitions behind them and the default provisions as one connected set.
Check a security package and its registration dates
Due Diligence Agent · Contract Agent
A lender is advancing further funds to a group that granted security across four companies over three years. The review maps what is secured, by whom, and whether every charge was registered within the period allowed.
Read a policy wording for a coverage question
Contract Agent · Research Agent
A manufacturer has suffered a loss following a supplier's failure and wants to know whether its business interruption cover responds. The review traces the operative clause, the exclusions and the conditions in the order they actually apply.
Check a declinature letter before it goes out
Contract Agent · Compliance & Regulatory Agent
A claims team has drafted a letter declining a property claim on the basis of a breach of a warranty about alarm maintenance. The review tests whether that ground works on the wording and whether the letter says what it needs to say.
Test a guarantee for form and enforceability
Contract Agent · Research Agent
A supplier is relying on a parent company guarantee given three years ago and the underlying contract has been varied twice since. The review checks the formalities, the authority behind the signature and whether the variations discharged the guarantor.
Construction, energy and infrastructure
Check a payment notice under a JCT contract
Contract Agent · Research Agent
A contractor on a school project says the employer owes the full application because no valid pay less notice was served. The run works the payment cycle out against the contract dates and states what is due and when.
Prepare a referral for a construction adjudication
Litigation & Disputes Agent · Research Agent
A notice of adjudication has been served and the referral has to follow within seven days. The run builds the referral around a dispute defined to match the notice, with the evidence schedule the adjudicator will actually use.
Assess a compensation event under an NEC4 contract
Contract Agent · Research Agent
A contractor on a rail depot project has notified a compensation event nine weeks after the instruction that caused it. The assessment works through whether the event qualifies, whether the notification was in time and how the quotation should be built.
Review the key terms of a power purchase agreement
Contract Agent · Research Agent
Kestrel Energy has offered a ten-year corporate power purchase agreement to a manufacturing buyer and the board wants to know what it is signing. The review works through volume, price, change in law and the consequences of underperformance at the site.
Check collateral warranties and third party rights
Due Diligence Agent · Contract Agent
A funder is taking security over a completed development and wants to know whether it has a route of recourse against the design team. The review maps every warranty and third party right in the package and shows where the chain breaks.
In-house and firm operations
Open a matter and run the conflict check
Client Intake Agent
Every document, chat, agent run, credit, share link and audit row in the product hangs off a matter. Opening one properly takes a few minutes, and the conflict check is not a separate task, it runs when the matter is saved.
Share work with a client, with a passcode and a view log
Most advice leaves a firm as a PDF attached to an email, after which the firm knows nothing about who read it. A share link replaces the attachment, and every view and download is recorded on the matter.
Onboarding a new firm in thirty minutes
Contract Agent
A managing partner signs up, sets the firm's practice profile, prints the confidentiality and data statement the COLP will ask for, opens a matter with a conflict check, and runs a Contract Agent memo, all in one sitting without a card or a call.
A paralegal's first week
Research Agent · Due Diligence Agent · Contract Agent
A paralegal joins the corporate team on Monday and by Friday has run a research question, filled a 378-cell due diligence grid, hit the limit of what a paralegal seat can do, and produced a memo the partner signs off.
Prepare a board paper on directors' duties in Australia
Research Agent · Drafting Agent
A UK group has appointed two London executives to the board of its Australian subsidiary and neither has served on an Australian board before. The paper sets out what the duties require of them in practice, and says how the research was sourced.
Refresh a whistleblowing policy for an Irish employer
Compliance & Regulatory Agent · Employment Agent
An Irish employer has a whistleblowing policy written before the current statutory framework and a reporting channel that routes to a shared HR mailbox. The review checks the policy, the channel and the acknowledgement timetable against what is required.
Build a contract playbook from past negotiated files
Contract Agent · Matter Intelligence Agent
An in-house team of four negotiates the same six clauses every week and has no written position on any of them. The grid reads forty signed contracts to find out what the team actually agreed, and the playbook is written from that rather than from opinion.
Triage inbound legal requests for an in-house team
Client Intake Agent · Matter Intelligence Agent
A five-person legal team receives about thirty requests a week through email, chat and corridor conversations. Intake turns each one into a matter with the facts captured up front, so the first response is work rather than a request for information.
Capture knowledge from closed matters into one register
Matter Intelligence Agent · Drafting Agent
A firm closes about two hundred matters a year and keeps everything in matter folders nobody searches. The run reads a sample of closed matters and pulls out the clauses, positions and research answers worth keeping.
