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FOR IN-HOUSE LEGAL TEAMS

For in-house legal teams

A legal department answers to the whole company, and the volume arrives without a front door. This is the page I would send to a general counsel with ten minutes: which workflow to start with, and what a pilot measures.

The queue is the problem before the drafting is.

A Tuesday

The mailbox has nineteen new requests and four of them are urgent according to the person who sent them. Two lawyers have separately started on the same vendor question. A business team is waiting on an NDA that has been sitting for six days behind something that turned out not to matter.

A notice arrived on Friday with a deadline that nobody has stamped. Somebody from finance wants to know what the team spent its time on last quarter, and the only honest answer is a shrug. None of that is a failure of lawyering. It is a queue with no front door.

The three questions I am asked

The first is whether it will actually save time. The honest answer is that a pilot is how you find out, with your own baseline. I have no way of knowing what your queue looks like before I read two weeks of it.

The second is where the data goes. That answer is on the security and data page: your environment or a region you choose, sources fixed in advance, and the training question settled in writing before the pilot starts.

The third is who is accountable. The answer is a named reviewer, always, with a mandate that says what the agent could read and do, and a record that says who signed.

Start with intake and triage

Not because it is the most impressive, but because it is the only one that produces the baseline the other three are later measured against. Once every request is a named file with a type, an owner and a clock, you can see the shape of the work for the first time. The argument about what to automate next then stops being an argument.

  1. 01Legal intake and triageIn-house
  2. 02Contract first-pass reviewIn-house
  3. 03Regulatory and compliance operationsIn-house
  4. 04AI governance and release gateIn-house

If a specific queue is the one actually hurting, whether that is contract first-pass review, the compliance clock or an AI register nobody has kept, we start there instead. One workflow, not the right workflow chosen in advance by me.

What an engagement looks like, described as what gets measured

  1. A short call

    The workflow, the team, the systems, the reviewer.

  2. A written scope

    Stages, mandate, record format, the one measure, the dates and the price.

  3. A supervised pilot

    A baseline first, nothing unattended, and a pass or fail on a date fixed at the start.

A scope call and a written scope first, with the reviewer named and the measure agreed. A baseline taken from your own work before anything runs. A supervised pilot with nothing unattended. A pass or fail on a date fixed at the start, recorded with the evidence behind it.

At the end you hold the workflow definition, the routing rules or the playbook, the mandate register, the evaluation set and every run record, in an exportable format.

I am not going to tell you what the numbers will be. Anyone who does, before reading your queue, is describing a brochure.

What this is not

It is not a licence, not a platform, and not a replacement for your contract system, your document system or the assistant you already pay for. Workflow, copilot or CLM draws that line. LEXSAS is not a law firm and gives no legal advice.

Start with one workflow from the workflows page, or read the operating standard first. Get in touch