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CASE STUDY / 08LEGAL & PROFESSIONAL SERVICES · LEGAL INTELLIGENCE AGENT

READ THE RECORD.
MOVE THE MATTER.

Bring document analysis and suggested revisions into the lawyer’s working day.

Implemented legal agent. Designed views use fictional document excerpts.Explore the case
THE PRODUCT, IN PERSPECTIVETHREE OPERATING VIEWS
Matter workspace: A matter workspace connects documents to an organised review task. Illustrative data.
EXHIBIT / 01

A matter workspace connects documents to an organised review task.

Fictional matter and document excerpts.
Designed product view · fictional matter

MATTER WORKSPACE / PRODUCT VIEW

Matter workspace: A matter workspace connects documents to an organised review task. Illustrative data.

Designed product view · fictional matter. Open full-resolution image ↗

SECTOR

Legal & professional services

PRODUCT

Legal intelligence agent

OUR WORK

Agent engineering & document integrations

THE VIEWS

Designed product view · fictional matter

01 / THE OPPORTUNITYTHE BUSINESS DECISION

01Keep the source material close to the analysis.

02Assess revisions against the team’s negotiating position.

03Leave the decision and application of changes with the lawyer.

MAKE THE BASIS FOR REVIEW EASIER TO INSPECT.

Legal work moves across documents, correspondence, and changing versions. Before a lawyer can decide what to accept or revise, they need to establish what the record says and how the proposed change affects the matter.

We built a legal agent that supports document intake, summaries, comparisons, playbook review, revision suggestions, timelines, and research. Email intake and a document-editor add-on bring these tasks closer to the surfaces where the team already works.

The useful unit of progress is a reviewable finding. Legal teams should require a clear connection between the source, the proposed interpretation, and the decision that remains theirs.

02 / THE OPERATING EXPERIENCETHE WORK, MADE VISIBLE

KEEP THE SOURCE BESIDE THE JUDGMENT.

01

ESTABLISH THE RECORD.

Intake and document tasks help the team identify key information and organise source material. Summaries, timelines, and comparison tasks provide different ways to examine the same matter.

THE DECISIONWhat does the available record establish, and where is further review needed?

Matter workspace: A matter workspace connects documents to an organised review task. Illustrative data.INSPECT VIEW ↗
EXHIBIT 02 / MATTER WORKSPACEDesigned product view · fictional matter
02

REVIEW AGAINST A POSITION.

Contract review can assess deviations from a negotiating playbook. Suggested revisions and counterparty-change assessment give lawyers material to inspect against their own position.

THE DECISIONWhich proposed changes should the lawyer accept, reject, or negotiate?

Clause review: A review view places a clause beside its playbook position and suggested change. Illustrative data.INSPECT VIEW ↗
EXHIBIT 03 / CLAUSE REVIEWDesigned product view · fictional matter
03

FOLLOW THE SUPPORTING MATERIAL.

Research and document analysis can produce cited findings for inspection. The working surface keeps the source connection visible as the lawyer evaluates the output and decides what belongs in the matter.

THE DECISIONDoes the supporting material justify the finding the team intends to use?

Source review: A research view keeps findings and source references close together. Illustrative data.INSPECT VIEW ↗
EXHIBIT 04 / SOURCE REVIEWDesigned product view · fictional matter
03 / THE ENGINEERINGTHE SYSTEM BEHIND THE EXPERIENCE

TASKS CONNECT TO THE TEAM’S WORKING SURFACES.

A shared task catalogue defines the agent’s supported document and research activities. The web experience, email intake, and document-editor integration provide entry points into those tasks.

The revision workflow distinguishes requested changes, suggested wording, and assessment. Source-derived requests stay attached to the completed task that produced them, giving the reviewer context for the next decision.

  1. 01

    GATHER

    Bring the relevant documents and requests into scope.

  2. 02

    ANALYSE

    Run the chosen document or research task.

  3. 03

    ASSESS

    Inspect findings, source references, and proposed wording.

  4. 04

    DECIDE

    Let the lawyer determine which changes to apply.

04 / THE PATH TO OPERATION

TEST AGAINST THE SOURCE AND THE PLAYBOOK.

Legal teams should review source fidelity, quotation accuracy, missing context, and the treatment of counterparty requests. Suggested language needs the same professional review as any other draft entering the matter.

The designed views illustrate the implemented task model using fictional materials. The agent supports legal work; the lawyer retains responsibility for interpreting the record and making legal decisions.

WHAT TO ESTABLISH
  • Findings trace back to the intended source material.
  • Revision suggestions reflect the chosen negotiating position.
  • A lawyer reviews changes before applying them.
BUILD AROUND THE DECISION THAT MATTERS

MAKE LEGAL REVIEW MORE WORKABLE.

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