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Targeted AI workflow

Law firm
workflow.

Prepare a legal intake brief with a strict review gate.

Law firm
workflow.

For sensitive work, the automation must be boring in the best way: permissions, audit trail, and a mandatory human gate.

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USE CASE

Prepare a legal intake brief with a strict review gate.

Client documents, legal research, and case-management tools feed a controlled brief. The lawyer reviews before any answer or deadline is created.

For sensitive work, the automation must be boring in the best way: permissions, audit trail, and a mandatory human gate.

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Drag the map, click a node, or prefill the contact form

6
connected touchpoints.

Client documents, legal research, and case-management tools feed a controlled brief. The lawyer reviews before any answer or deadline is created.

01 / Outlook / Typeform

Client intake

Email thread, documents, deadlines, matter type.

02 / Google Drive / DocuSign

Document vault

Contracts, IDs, evidence, prior exchanges.

03 / Clio / Doctrine

Legal research

Internal memos, doctrine, jurisdiction notes.

04 / Private prompt chain

LLM brief

Facts, missing pieces, risk flags, draft questions.

05 / Approval required

Lawyer review

Validate legal framing, wording, and next step.

06 / Clio / Calendar

Matter update

Reply, task, deadline, document checklist.

Sensitive-data protection before the LLM

A law-firm AI workflow should redact or pseudonymize confidential client data before any model call, then use API data controls, audit logs, and lawyer approval to reduce data breach and professional secrecy risk.

01

Redaction pipeline

Client names, addresses, matter references, evidence identifiers, privileged strategy, and other sensitive data are replaced with stable placeholders before the LLM receives context.

02

Controlled provider layer

Use paid API configurations with clear data-processing terms, retention controls, and no model-training use by default; request zero data retention where the endpoint and provider plan support it.

03

Human review and audit trail

The lawyer validates legal framing, re-identification, deadlines, and client-facing wording before the workflow updates the matter or sends any communication.

Read the note on secure internal AI workflows

For sensitive work, the automation must be boring in the best way: permissions, audit trail, and a mandatory human gate.

Have a process that
should work better?

Describe the workflow, the friction, and what a useful outcome would look like. We will start there.