AI agents for Legal

Prep the contract review. Leave the judgment to lawyers.

Agents handle intake, compare clauses to your playbook and prepare the review packet. Your lawyers make every call.

Less admin before the real review.

Intake in one place

Contract requests from every channel land in one queue with an owner.

Your playbook, applied

Clauses are checked against the positions you have written down.

Lawyers sign off

Nothing is sent, signed or agreed without expert approval.

Contract intake

Requests arrive from email, Slack and forms and are logged with the documents and the requester.

Omnichannel intake Personal and shared inboxes
Live
Personal inbox 3
WO

Workspace request

EM

Email reply

FO

Form submission

Team inbox 4
SL

Slack escalation

TE

Teams approval

WE

Webhook event

AP

API handoff

Every message becomes trackable work Owned → Tracked → Routed

Clause research against your playbook

The agent compares each clause with your approved positions and flags where the contract differs.

Controlled context Company knowledge hub
Live
Sources PoliciesPlaybooksSOPsCustomer notes
Allowed scope
Workspace Sales ops
Agent Revenue analyst
Skill Account brief

A review packet with sources

Differences, risks and the sources behind them are gathered so the lawyer starts from a clear summary.

Evidence and artifacts Run trace
Live
  1. 09:41 Request classified
  2. 09:43 Scope checked
  3. 09:48 Evidence gathered
  4. 10:02 Approval waiting
Artifacts Contract delta.pdf Spend summary.csv Recommendation.md

Expert sign off before anything moves

Contract changes and external replies wait for a lawyer to approve, edit or reject.

Human review gate Approval request
Live
Approval required

Send renewal recommendation to vendor owner

Includes business context, evidence, risk flags, and action history.

Customer-impactingExternal communicationFinancial threshold
Approve Edit Escalate
Template library

Start from a Legal template.

Ready made workflows for Legal teams. Each one comes with its steps, an agent setup, approval rules and the skills it needs.

  • Legal template

    Contract intake

    • Workflow steps
    • Agent setup
    • Approval rules
    • Skills

    A person approves: matter assignment

  • Legal template

    Clause check against playbook

    • Workflow steps
    • Agent setup
    • Approval rules
    • Skills

    A person approves: every redline

  • Legal template

    Contract review packet

    • Workflow steps
    • Agent setup
    • Approval rules
    • Skills

    A person approves: lawyer sign off

Browse the template library
Getting started

How Legal teams get started.

  1. Pick one workflow

    Start with a real legal workflow that repeats every week.

  2. Connect your tools

    Agents work inside DocuSign, Google Drive, Gmail and Slack.

  3. Set the rules

    Choose what the agent may do alone and what waits for a person.

  4. Start with review

    A person checks the work at first. Give the agent more room as it earns trust.

  5. Expand what works

    Add the next workflow, or bring the same setup to another team.

Every feature runs inside the same six controls.

Identity, access, approvals, supervision, audit and policy apply to every agent and every run, whichever part of the workspace it happens in.

See governance and audit
  • Identity
  • Access
  • Approvals
  • Supervision
  • Audit
  • Policy
The multiplayer workspace for humans and AI agents is how teams move beyond prompting and safely hand AI real work. It gives people one place to plan, approve, and oversee execution, so they can run work with AI agents they can govern and trust.
The SoftworkerAI Team