Agentic workflows for legal work, prepared for attorney approval
Describe the work in chat, and AtlasAI builds a workflow that chains research, document analysis, extraction, comparison and reporting. AtlasAI agents complete each step, stop at an attorney checkpoint and deliver a cited work product.
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An associate builds an NDA workflow in chat
Halden Logistics supplier NDAs, a commercial contracts matter.
What AtlasAI reads
iManage
SharePoint
Halden Logistics supplier NDAs36 supplier NDAsSharePointNDA playbookSam Okafor, AssociateYou ask
A five-step workflow applied to 36 supplier NDAs, with each departure from the NDA playbook flagged and cited for attorney review
The associate describes the work
Sam Okafor describes the NDA review in chat: intake, classification, review against the NDA playbook, an attorney checkpoint and the output.
AtlasAI builds the workflow
AtlasAI builds the five steps and sets up the review step with the firm's NDA playbook.
Agents complete the review
AtlasAI agents apply the workflow to 36 supplier NDAs and flag each departure from the playbook, with the clause cited.
The associate decides
Sam Okafor reviews the flagged NDAs at the checkpoint, approves the output and sends the summary to Dana Chen.
Multi-step workflows
Multi-step work, coordinated
Describe a workflow that chains research, document analysis, data extraction, comparison and reporting, and AtlasAI passes each step's results to the next step. No step needs a manual handoff.
- A chained requestAn attorney asks AtlasAI to research a regulatory framework, analyze the contracts of the client against the framework and prepare a compliance gap report.
- Tools and sourcesAtlasAI configures each step with the tools, the sources and the output format the step requires.
- DependenciesAtlasAI orders the steps and passes each result to the steps that depend on the result.
Work products
From an instruction to a deliverable
AtlasAI agents complete full work products: research memos, comparison matrices, compliance reports and diligence summaries. Each work product cites the documents behind each finding.
- A full diligence reviewAn attorney asks AtlasAI to review the material contracts of a target and prepare a summary report with risk flags.
- Overnight workAtlasAI agents prepare a queue of work overnight, and you review the queue in the morning.
- Intermediate resultsInspect the output of each step before the final work product.
Governed steps
Every step permitted, logged and checked
AtlasAI applies your firm's iManage permissions and ethical walls to every agent step and logs every step. Each workflow stops at an attorney checkpoint, and you approve the output before any work goes to the client.
- PermissionsEach agent reads only the documents the user may open.
- Audit logThe audit log contains every question, answer and agent step, ready to export to your SIEM.
- Attorney checkpointReview the flagged items at the checkpoint, and approve, edit or reject each item.
Research inside a workflow
Verified research as one step
A workflow includes research steps, in which AtlasAI reads case law in CourtListener and SEC filings in EDGAR. AtlasAI verifies each opinion before the research memo moves to the next step.
- Case law verifiedAtlasAI checks each case citation against the opinion in CourtListener.
- SEC filingsAtlasAI cites filings from EDGAR in the research step.
- Firm researchAtlasAI reads your firm's prior research memos beside the public sources.
Work products a workflow delivers
Each work product follows the steps your firm defines, and each workflow stops at an attorney checkpoint.
| Work product | Steps | Attorney checkpoint |
|---|---|---|
| NDA review | Intake, classification, review against the NDA playbook, output | You approve each flagged departure |
| Diligence summary | Data room reorganization, extraction across contracts, risk flags, memo | The partner approves the memo |
| Compliance gap report | Research of the framework, analysis of the contracts, gap report | You confirm each gap |
| Research memo | Research in CourtListener and EDGAR, verification, memo | You read each cited opinion |
| Comparison matrix | Extraction across agreements, comparison with firm positions, matrix | You check the flagged cells |
From one instruction to a complete work product
Define the workflow
Describe the end-to-end workflow in plain language, or pick one of your firm's workflow templates.
Configure the steps
AtlasAI configures each step with the tools, the sources and the output format for the workflow.
Execute end to end
AtlasAI agents complete each step, pass the results forward and resolve the dependencies between steps.
Review and export
Review the complete output, inspect the intermediate results and export the work product in the format you prefer.
Built for the security review of a law firm
AtlasAI runs the security program on the SOC 2 Trust Services Criteria, and the AtlasAI security team shares the current audit status and the control documentation with your security reviewers. Under NDA, your security reviewers receive the AtlasAI Security and Compliance Posture Report and 12 corporate policies. Each deploying firm also receives the penetration test results.
Your deployment
Run AtlasAI in the AtlasAI cloud or in your firm’s Azure subscription, with the same controls in both.
Your permissions
AtlasAI agents read only the documents each user may open, with your iManage permissions and ethical walls applied to every step.
Your data
AtlasAI trains no model on your data, and every approved model provider works under zero data retention terms.
Your audit log
AtlasAI logs every question, answer and agent step. The managed service keeps the log for 365 days, with export, and a self-hosted deployment streams the log into your SIEM.
Related capabilities
AI Assistants
Assistants with set instructions, sources and output formats, published to each practice group with cited results.
Read more
Playbooks
Your firm's approved positions, preferred language and fallbacks, checked on every document with each departure cited.
Read more
AI due diligence
Structured questions across a full data room, risk flags against firm positions and a cited diligence memo for partner review.
Read moreQuestions attorneys ask
What is an agentic workflow in AtlasAI?
An agentic workflow chains research, document analysis, extraction, comparison and reporting into one sequence of steps. AtlasAI agents complete each step up to an attorney checkpoint.
How do we build a workflow?
Describe the workflow in chat, or pick a workflow template, and AtlasAI builds and sets up the steps.
Who may publish a workflow to the whole firm?
Your firm decides who deploys custom workflows and who reviews each workflow, and super-admin, admin, member and viewer roles control every action in the application.
Does a workflow act without attorney review?
No. Each workflow stops at an attorney checkpoint, and you approve, edit or reject the output before any work goes to the client.
Which documents can an agent read?
Each agent reads only the documents the user may open, with your firm's iManage permissions and ethical walls applied to every step.
Is every agent step logged?
Yes. AtlasAI logs every question, answer and agent step. The managed service keeps the logs for 365 days with export, and a self-hosted deployment streams the logs into your SIEM.
Which plan includes Agentic Workflows?
Agentic Workflows and the workflow builder are part of the Professional plan, and Enterprise adds custom workflows built with AtlasAI engineers. Every plan starts with a 3-day free trial on one matter.
Does AtlasAI train models on workflow outputs?
No. Under the Master Subscription Agreement, AtlasAI uses no customer data to train, fine-tune or improve any model.