LegalAI[Space]

Onboarding a new firm in thirty minutes

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.

Practice management · Managing partner, knowledge lead, IT, COLP

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Agents
Contract
First draft
A signed-off Work-Stream Memo from a real document inside thirty minutes of signing up.

The problem

Procurement is where legal AI usually dies. The version that survives is one a managing partner can try alone, on a real document, and decide about before anyone else in the firm is involved.

  1. Step 01 of 06

    Sign up and name the firm

    Free is a real tier: two seats, welcome credits, every agent, prebuilt horizon packs, and bring-your-own-key if the firm already has a provider account.

    Matters · Project Halcyon · SPA warranties and disclosureOpen

    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
    1. 25 Aug

      Disclosure exceptions matrix

      Chat

    2. 21 Aug

      Disclosure exceptions matrix

      Run · completed · 560 credits

    3. 18 Aug

      Project Halcyon: Disclosure Letter

      Document · indexed

    4. 16 Aug

      Project Halcyon: Share Purchase Agreement

      Document · indexed

    5. 4 Aug

      Matter opened

      Opened

  2. Step 02 of 06

    Set the practice profile

    Choosing the firm's practice areas installs the matching agents and horizon packs; the answer is visible in the sidebar within minutes.

    Matters · Project Halcyon · SPA warranties and disclosureOpen

    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
    1. 25 Aug

      Disclosure exceptions matrix

      Chat

    2. 21 Aug

      Disclosure exceptions matrix

      Run · completed · 560 credits

    3. 18 Aug

      Project Halcyon: Disclosure Letter

      Document · indexed

    4. 16 Aug

      Project Halcyon: Share Purchase Agreement

      Document · indexed

    5. 4 Aug

      Matter opened

      Opened

  3. Step 03 of 06

    Read and print the confidentiality statement

    No training on firm data, storage location, visibility rules and deletion on request, written to be forwarded to the COLP verbatim.

    Agents · Contract Agent · Employment Contract Compliance ReviewCompleted
    6 items need your confirmation14 authorities · Where we looked

    Senior Associate Employment Contract: English Law Review

    Summary

    1. 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. 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. 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

  4. Step 04 of 06

    Open a matter

    The conflict check runs on save and returns clear on a new firm's first matter.

    Matters · Project Halcyon · SPA warranties and disclosureOpen

    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
    1. 25 Aug

      Disclosure exceptions matrix

      Chat

    2. 21 Aug

      Disclosure exceptions matrix

      Run · completed · 560 credits

    3. 18 Aug

      Project Halcyon: Disclosure Letter

      Document · indexed

    4. 16 Aug

      Project Halcyon: Share Purchase Agreement

      Document · indexed

    5. 4 Aug

      Matter opened

      Opened

  5. Step 05 of 06

    Ask a question and run an agent

    A contract is added, a chat question returns a clause-level answer with source chips, and the Contract Agent runs a Work-Stream Memo.

    Agents · Contract Agent · New runMatter: Northgate · senior associate hire

    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 on

  6. Step 06 of 06

    Check an authority and invite the second seat

    Clicking through to an authority in the memo is the moment that decides whether the firm buys; the knowledge lead is invited on the second free seat.

    Authorities · 14 · Where we looked
    #ReferenceVerdict
    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

A document, not a transcript.

  • A printable confidentiality and data statement, ready to send to the COLP.
  • A clear conflict check on the firm's first matter, recorded on the register from day one.
  • A clause-level chat answer with source chips on a real contract.
  • A signed-off Work-Stream Memo with authorities, each carrying a verdict and a link to check.

Authorities it checks

    Every source it may cite

    What it does not do

    • DMS connectors for SharePoint, OneDrive, iManage and NetDocuments are catalogue tiles, not live integrations, and documents come in by upload.
    • There is no Word add-in and no redlining inside Word.
    • Verified source lists cover the UK, Ireland, the EU and the ECHR today. Elsewhere, research runs at open-web quality with the same gates, and the output says so.

    Related

    Run this on your own document

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