In-house and operations · Knowledge lead, head of legal, practice development
Capture knowledge from closed matters into one register
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.
- Agents
- Drafting, Matter Intelligence
- First draft
- A first register across the closed-matter sample comes back from one run.
The problem
Step 01 of 05
Pick the sample
Thirty closed matters from one practice area are added, with their final documents, memos and research runs.
Project Halcyon: SPA warranties and disclosure
Buy-side warranty review, disclosure analysis and cited due-diligence grid.
- Client
- Halcyon Bidco Ltd
- Reference
- WC-2026-0412
- Practice area
- Corporate / M&A
- Jurisdiction
- England and Wales
- Responsible partner
- E. Vance
No conflict check on file.Chat, on this matter
Compare warranties with the disclosure letter.
Three high-priority exceptions require action: the unregistered charge, the change-of-control right and the tribunal claim.
Send a message… (@ to mention tools)BalancedPrepare for- 25 Aug
Disclosure exceptions matrix
Chat
- 21 Aug
Disclosure exceptions matrix
Run · completed · 560 credits
- 18 Aug
Project Halcyon: Disclosure Letter
Document · indexed
- 16 Aug
Project Halcyon: Share Purchase Agreement
Document · indexed
- 4 Aug
Matter opened
Opened
Step 02 of 05
Run the capture
Prepare for: Work-Stream Memo, Deliver as: spreadsheet. The instruction asks for negotiated wording worth reusing, positions taken and the research answers that would apply again.
Agent
Jurisdiction
Prepare for
Deliver as
Instruction
What should the agent look for?Documents
Drop a contract, or pick one from the matter
Also on the matter
- Offer_letter_v3.pdf2 pages
- Staff_handbook_2025.docx61 pages
- Board_minute_14_Aug.pdf3 pages
Platform model · zero data retention · audit register onStep 03 of 05
Read what came out
Forty-one entries come back, each tagged by clause type and issue, with the matter it came from and the wording quoted exactly as agreed.
6 items need your confirmation14 authorities · Where we lookedSenior Associate Employment Contract: English Law Review
Summary
- 1.
Clause 9(c), non-competeHigh
The 12-month prohibition on working for any law firm anywhere in the UK, Ireland or EU, in any capacity, is almost certainly wider than reasonably necessary and therefore unlikely to be enforceable.
Tillman v Egon Zehnder Ltd [2019] UKSC 32 - 2.
Clause 11, data and monitoringHigh
Blanket contractual consent is not an adequate basis for general employment processing, special-category data or unrestricted monitoring.
UK GDPR, Arts 6 and 9 - 3.
Clause 4, holiday carry-overHigh
The unconditional five-day cap conflicts with mandatory carry-over rights where sickness, statutory leave or employer failure prevents leave being taken.
Working Time Regulations 1998, regs 13 to 13A
- 1.
Step 04 of 05
Check the reusable answers
Research answers are separated by whether the law has moved since, and the ones that need re-checking are marked rather than published as current.
# Reference Source Verdict 1 Tillman v Egon Zehnder Ltd
[2019] UKSC 32— not yet checked 2 Working Time Regulations 1998
SI 1998/1833, regs 4 to 5, 10 to 14— not yet checked 3 Coppage v Safety Net Security Ltd
[2013] EWCA Civ 1176— not yet checked 4 UK GDPR, Articles 6 and 9
Retained Regulation (EU) 2016/679— not yet checked 5 Employment Rights Act 1996, s 1
c 18— not yet checked 6 Harlow v Artemis International
[2008] EWHC 1126 (QB)— not yet checked Step 05 of 05
Publish the register
The register exports as a spreadsheet, and the audit register records which matters were read to produce it.
5 of 8 entries · digest sha-256Time Who Type Entry Matter 09:36 j.okafor Document Disclosure_letter_v4.docx uploaded · 18 pages HAL-2026-0031 09:30 e.vance Conflict check Conflict check on open · no matches across 38 matters RC-2026-0009 09:12 admin Member p.hartley added · role: Associate · 4 matters Workspace 08:55 r.chen Run Due Diligence Agent · review grid · 12 documents HAL-2026-0031 08:40 r.chen Verification Verify all · 6 authorities · 6 verified HAL-2026-0031 Exports carry a content digest so a reviewer can confirm nothing was edited after the fact.
What comes back
A document, not a transcript.
- A register of reusable clause wording tagged by type, with the matter and the exact agreed text.
- Positions taken on recurring issues, recorded with the reasoning as it stood at the time.
- Research answers separated into those still current and those that need re-checking before reuse.
- An export the team can search, and a record of which matters were read to build it.
What it does not do
- It does not decide what is confidential to a client. Anything drawn from a matter needs a human check before reuse.
- It does not update an entry when the law changes; a horizon watch and a re-check are separate steps.
- It does not publish anything outside the firm.