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What companies should decide before introducing AI agents into legal work

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AI agents that read contracts, draft revisions, and even help write emails and documents are becoming a real part of legal work. But bringing one into a legal team is not just a matter of installing a convenient tool. Without deciding what it may do, what data it can reach, and where a lawyer checks its work, the risk can become harder to see, not easier.

Decide the scope task by task

Legal work covers a wide range of judgment calls, from a first pass on an NDA to reviewing an M&A data room, and the right level of automation differs by task. Standard NDA clauses or a contract summary are relatively safe to hand to an agent; decisions touching a major contract or M&A representations should not be left to AI output alone.

Control what the agent can see

An agent becomes more useful as it can reference more, such as past contracts, internal review standards, and negotiation history by counterparty, but wider access also raises the risk of one matter's information leaking into another. Access needs to be scoped by department, matter and permission level, since legal judgment depends heavily on context.

Keep a human checkpoint and a log

The most important design choice is defining who reviews an agent's draft, at what level, before anything goes external, and how high-risk matters get flagged. Without that, using AI does not make accountability any clearer. Keeping a record of what was entered, what came back, and what was adopted also makes internal controls easier to explain later.

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