We write down how your team works and build it into your AI platform.
Harvey, Legora, Claude or the platform you chose knows legal work in general. It does not know your position on a clause, your fallback language, who reviews what, or how your deal team runs a due diligence. We sit with the people doing the work, write that down, and build it in.
Why the platform gives a plausible answer, and not your answer.
A lawyer asks the platform for a first draft and gets a plausible answer that is not your team's answer. So they fix it by hand, or open a general chatbot instead, outside the environment you chose for its security.
The platform's value lives in the playbooks and workflows it runs. Out of the box those are generic, and the people who could write yours are busy on client work.
What we write down and build in
Every team keeps these somewhere: in senior lawyers' heads, in old files, in the last deal's mark-up. We turn them into something the platform can apply.
Preferred positions
Where the team stands on the clauses that come back on every matter, written so the platform applies them in the first draft.
Fallback language
What the team accepts when the other side pushes, and in what order. A lawyer still decides when to give it.
Review standards and escalation
Who checks what the model wrote, against what, and when a point goes up to a partner.
Due diligence review
A workflow that runs your risk categories over the data room and drafts the findings in the format your team already uses.
Drafting and redlining
First drafts from your own precedents, and a counterparty's mark-up checked against your positions.
Intake and triage
New requests sorted, routed and started the way your team would do it by hand.
How it works
We sit with the people doing the work
Across matters and across the team, looking over shoulders, until the pattern shows.
We write the standards down
With the lawyers who hold them, and agreed by whoever owns them.
We build it into your platform
Playbooks and multi-step workflows. Where Claude is the platform, Skills a lawyer calls by name.
We hand each one to an owner
Documentation, a short session for the people who use it, and a named person on your team who keeps it current.
What you get
Playbooks
Your standards, written so the platform applies them on every matter.
Workflows
The multi-step work your team runs, built inside the platform you use.
Material for the people who use them
Short and written, on your own examples.
A named owner for each
Someone on your team who keeps it current as the tools change.
Frequently asked questions
Can't our lawyers write their own playbooks?
They can, and the best ones have, for themselves. A playbook one person writes binds one person. Agreeing a standard across a team is the work that stalls while everyone is on client work, and it is the work we bring the time for.
Doesn't the platform vendor do this?
For the product's own features, yes, and you should use what they offer. Your positions and how your team runs a deal are not in the product, and finding them out means sitting inside your matters. That part is ours.
Is this new software?
No. Nothing new to license and nothing new to host. Everything lives in the platform you already run. Where a workflow needs software the platform cannot provide, that is a Custom Application, and we say so.
Do we need an assessment first?
If you already know which workflow, no. If the question is where to start, a Practice Assessment lists the workflows worth building and ranks them.
More in this track
Tell us which platform you run and which workflow goes first.
If the workflow is still to be chosen, a Practice Assessment comes first. If the team needs someone beside it while the new way of working settles, an Embedded AI Lawyer does that.