Which documents are privileged, and who decides before anything goes to the other side?
Law firms and legal departments
Legal agents on the routine work, lawyers on the judgment calls
Routine contract review and diligence move without a lawyer checking every step. Work that touches privilege or a risky counterparty goes to the responsible partner before it leaves the matter.
Connecting the agent? See the developer guide for Legal & RegTech
A deal the agent could not clear alone
Diligence on one matter, from the practice leader’s goal to the client’s question.
Practice group leader
Wants the agent screening counterparties so associates can focus on negotiation.
General counsel’s office
Sets the rule: a politically exposed person in the ownership chain needs partner review.
Deal partner
Gets the matter in the Inbox with the ownership chain, and decides whether clearance proceeds.
Firm risk
Answers the client’s supervision question from one record of every clearance on the matter.
Where legal AI stalls
Firms and legal departments trust agents with first drafts. Release is the harder question.
A contract change needs the clause it touches and the lawyer who approved it.
ABA Formal Opinion 512 asks lawyers to supervise the AI tools they use, and clients ask how.
Built-in handoff
Privileged work waits for the partner
Responsible partner
A draft that touches privileged material goes to the responsible partner with the document reference. Reminders go out, and the partner’s decision returns to the agent.
See the six role portals and how work moves between themSupervision you can show a client
Lawyers keep the judgment
Rules decide what the agent may release. Legal determinations stay with counsel.
Documents stay in your systems
Records hold references to matters and documents, not the documents themselves.
Answers for outside counsel guidelines
When a client asks how AI touched its matter, the record shows each step and approval.
Matter work an agent can take on
Start inside one practice group, with work where the approval rules are already clear.
Contract review and redlines
The agent proposes changes against your playbook. Anything outside it goes to the responsible lawyer with the clause.
Privilege review
Documents the agent marks privileged or uncertain wait for a lawyer before production.
Deal diligence
Screen counterparties and ownership before clearance, with partner review for politically exposed persons.
Start with one practice group
Bring your contract playbook or clearance rules, and see which matter work the agent can release on its own.