The team for this work
Which agents to hire, which Marketplace templates start them, and the order they need each other in.
✦ Guide · Intermediate
AI for legal teams
Contract questions answered from your documents with the clause cited, obligation and renewal sweeps, meeting actions and background research as a team of agents that drafts and organises but does not give legal advice.
Start guideYOUR OUTCOME
You will run a legal pod that answers contract questions with the clause cited or says the documents do not cover it, sweeps obligations weekly, turns meetings into owned actions and researches with sources, all for a lawyer to review.
Every answer cites the clause and document, or says the documents do not cover it Notice periods and renewals inside 30 days sit at the top of the sweep Agents draft and organise; a lawyer reviews and advises
4 min
Hire the first wave
Import, rename, and give a goal with the deliverable, the sources and the finish line.
The group and the second wave
Run the team in one room; hire the rest once the first deliverable exists.
The routine that keeps working
One recurring job on a schedule, then a status round and a grade.
What each lesson covers
The guide, lesson by lesson.
The team for this work
Which agents to hire, which Marketplace templates start them, and the order they need each other in.
Start from the work, not the tool: Contract questions answered from your documents with the clause cited, obligation and renewal sweeps, meeting actions and background research as a team of agents that drafts and organises but does not give legal advice. The team is Lex · Contracts (Document and policy Q&A), Obligations (Deadline and renewal tracking), Notes · Actions (Meeting notes and actions), Ren · Research (Research assistant). Each starts from a Marketplace template, imported as your own copy, renamed and re-goaled on the setup card; nothing personal and no creator credentials come with a template.
Practice. Open Marketplace, Agent templates, and read the Instructions and Integrations of each template on this list before you import anything. Note which sources each one will ask you for.
Marketplace → Agent templates → open Document and policy Q&A. Read Instructions, then Integrations.
Hire the first wave
Import, rename, and give a goal with the deliverable, the sources and the finish line.
Import agent creates your copy and opens the setup card. Rename it, replace the goal with yours, and choose When to work. Contract Q&A is the first hire because it is set up to answer from the documents you attached and to name the clause it relied on, which is the one behaviour a legal team cannot compromise on. Open that clause before you rely on an answer.
Practice. Import Document and policy Q&A, rename it Lex · Contracts, and paste your goal on the setup card. Choose Now, once, and Continue. Check its first deliverable in Doc Manager before the next hire.
Name: Lex · Contracts. Goal: Read the attached master services agreement and its three schedules. Answer questions only from these documents and cite the clause and document for every answer. If the documents do not cover a question, say exactly that. Do not offer legal advice or general legal principles. When to work: Now, once.
The group and the second wave
Run the team in one room; hire the rest once the first deliverable exists.
Create group chat, name it Legal pod, add Lex · Contracts, and post what the team is for. Then hire the second wave with goals that start by reading the first wave's document. @Name directs one member, @everyone the room, Work ↗ opens a member's own session. The obligations agent reads dates and notice periods from the contracts; the actions agent turns a negotiation call into owned items; research gathers background with sources for a lawyer to weigh.
Practice. Create Legal pod, add each hire as it joins, and ask every member to post what it made and the one thing it would flag.
@everyone Welcome to the legal pod. Lex's clause index is in the workspace. Obligations: read the attached contracts and list every notice period and renewal in the next 90 days with the document each comes from. Notes: take yesterday's negotiation call and post the actions with owners. Ren: gather background on the counterparty with sources; mark anything unverified.
The routine that keeps working
One recurring job on a schedule, then a status round and a grade.
Notice periods pass quietly; a weekly sweep puts the ones inside 30 days at the top of the report. Every run is a session under Finished today. Close each cycle with a status round, "@everyone one line each", and a grade against the acceptance checks each agent wrote first.
Practice. Create the routine, use Run now to get today's first report, then run one status round in Legal pod.
New routine. Name: Weekly obligations sweep. Instructions: Read the attached contracts and the tracker, and report every notice period and renewal falling inside the next 30 days at the top, then the next 90, each with the document and clause it comes from. Read nothing else. Frequency: Every week, Monday, 08:00.
Keep going
Make the learning stick
Start with one real piece of work.
Open Oppermind beside the lesson, apply each step, and leave with something you can use.