Forward-deployed for legal & compliance
A faster first pass. Counsel still decides.
We build AI into the legal work your team already does: intake, contract review, obligations, privacy requests, and compliance evidence. That way, lawyers spend their hours on judgment and negotiation, and the business stops waiting in a queue.
Where the hours go
- No front door
- Redlining the same clauses
- Signed, then forgotten
- Compliance by spreadsheet
What a pod builds
- Intake, triage, and NDAs
- Playbook review and redlines
- Clause and obligation tracking
- Policy answers for the business
What gets measured
- Contract cycle time, request to signature
- Attorney hours per agreement reviewed
- NDA turnaround and escalation rate
- Missed renewal and notice dates
I / Where the hours go
What we look for first.
No front door
Requests arrive by email, chat, and hallway with no record of type, value, or urgency, so lawyers triage by inbox order and the business chases status.
Redlining the same clauses
Senior lawyers spend hours on counterparty paper that departs from the playbook in predictable places (liability caps, indemnities, data protection, governing law) and on NDAs that should take minutes.
Signed, then forgotten
Executed agreements sit as PDFs in drives and the CLM. Renewal windows, notice periods, and obligations live in someone’s calendar, or nowhere, until one is missed.
Compliance by spreadsheet
Regulatory updates, privacy requests, and audit evidence each run on a separate tracker and a few people’s memory, against deadlines set by someone else.
II / What we build
Systems, not slideware.
Intake, triage, and NDAs
Sorts every request from email, Teams or Slack, and your intake form by type, value, and risk, turns standard NDAs around on positions counsel approved in advance, and routes the rest to the right lawyer.
Playbook review and redlines
Compares counterparty paper with your playbook clause by clause and proposes tracked-change redlines in Word, each citing the playbook position behind it. Counsel accepts, edits, or rejects every change.
Clause and obligation tracking
Extracts obligations, renewal and notice dates, liability caps, and change-of-control terms from executed contracts (legacy archive included) into your CLM, routes low-confidence fields to a paralegal, and alerts owners before dates pass.
Policy answers for the business
Answers employees’ questions on gifts, data handling, marketing claims, and signing authority from your approved policies, quoting the section relied on, and hands anything that needs judgment to a lawyer.
Regulatory change monitoring
Watches the regulators and jurisdictions you name, summarizes each change, maps it to the policies, contracts, and controls it touches, and drafts an impact note for counsel to confirm or correct.
DSARs and privacy requests
Verifies the requester, finds their data across mapped systems, drafts the response and redactions, and tracks each deadline under GDPR, the CCPA, and other US state privacy laws. A privacy lead approves every release.
Compliance evidence collection
Pulls evidence for each control test (access reviews, attestations, training records, configurations) from the systems that hold it, maps it to your SOC 2, ISO/IEC 27001, or SOX controls, and flags gaps to owners.
Outside-counsel invoice review
Reads LEDES invoices line by line against your billing guidelines (block billing, staffing, rates, UTBMS codes) and proposes adjustments with the guideline cited. In-house counsel approves each one.
III / A first vintage
Intake and NDA review
First production deployment, Six to ten weeks
A pod writes your NDA playbook down with counsel, connects intake to your CLM, tests proposed redlines against NDAs your team has already negotiated, and runs beside your lawyers on live paper until counsel approves how it behaves.
Judged by
NDA turnaround, attorney hours per agreement, and how often counsel accepts proposed redlines unchanged, all measured against the baseline your general counsel approved in the Survey.
An illustration of a first deployment, not a description of a past client.
IV / What we measure
Baselined before we build.
- Contract cycle time, request to signature
- Attorney hours per agreement reviewed
- NDA turnaround and escalation rate
- Missed renewal and notice dates
- DSAR response time against statutory deadlines
- Evidence turnaround per audit request
- Outside-counsel spend against budget
Set during the Survey and reported every season after.
Systems we work inside
Your stack, not ours.
- Ironclad
- Docusign CLM
- Icertis
- Agiloft
- iManage
- NetDocuments
- Microsoft 365 and SharePoint
- OneTrust
- Optro (formerly AuditBoard)
- Relativity
- Brightflag
- Salesforce
- ServiceNow
- Slack and Microsoft Teams
Named for familiarity, not partnership. We integrate with what you already run and recommend new tools only when the work requires them.
V / Guardrails
Where people stay in control.
Lawyers decide
Counsel approves, in writing, the playbook positions the tools may apply on their own. Every redline outside those positions, and every question that needs legal advice, goes to a named lawyer.
ABA Opinion 512 duties
ABA Formal Opinion 512 (2024) expects lawyers to understand the tools they use, verify output, protect client confidences, and vet vendors. We document each tool’s limits, review steps, and vendor terms so your lawyers can meet those duties.
Privilege and confidentiality
Documents are processed in your tenant under existing matter permissions, by model providers barred from training on them, and privilege markings carry into every draft built from privileged material.
Audit trails and residency
Every extraction, suggestion, and approval is logged with its source and reviewer, and data stays in the regions you specify, so you can show a regulator, auditor, or court what happened.
Related
Work that tends to travel with this.
Sales & revenue
Account research, CRM notes, proposals, and forecasts. More time selling, and a number you can defend.
Accounting & close
Reconciliations, journal review, and the month-end close: shorter, with the controls intact.
Professional services
Precedent search, proposals, conflicts intake, and billing, with client confidences intact.
Financial services
KYC, AML, underwriting, claims, and advisor work: shorter queues, documented for your examiners.
Begin with the Survey.
Two to three weeks inside your team, a fixed fee agreed up front, and a ranked plan you keep whether or not we build it together.