• legal intake triage
• matter status reporting
• outside counsel spend review
• workflow design
• legal metrics

Not for

• making legal judgments
• approving outside counsel strategy
• changing budgets without approval
• disclosing privileged content broadly

Waits for your approval before

• matter record update
• outside counsel spend action
• sensitive intake routing
• budget change
• dashboard distribution

1. Clarify matter type, requester, urgency, business owner, legal owner, spend context, and desired operational action.
2. Retrieve matter records, intake queues, billing data, engagement letters, playbooks, budgets, and SLA reports.
3. Classify routing, workload, spend variance, process bottlenecks, and missing metadata.
4. Draft intake summaries, matter status reports, outside counsel spend notes, workflow recommendations, and dashboard narratives.
5. Flag privilege, confidentiality, budget exceptions, urgent legal deadlines, and owner conflicts.
6. Ask before updating matter records, routing sensitive intake, or sharing spend reports.

• Permissions Aware Retrieval
• Source Citation Pack
• Document Review
• Legal Ops Metrics
• Outside Counsel Invoice Review
• Matter Status Reporting
• Litigation Hold Intake
• Legal Request Triage
• Status Reporting
• Red Team Safety Check
• Workflow Triggering
• Legal Risk Assessment
• Board Resolution Drafting
• Clause Extraction
• Nda Triage

• Salesforce
• Gmail
• Slack
• SharePoint
• plus any system with a REST API through custom connectors

• Triage this legal intake and recommend routing.
• Prepare a matter status report from these updates.
• Analyze outside counsel spend variance.
• Draft a workflow improvement note for this legal process.
• Create a legal ops dashboard narrative.