Proposal drafting
Sales / services
Trigger"Draft proposal" action from CRM, or a new qualified lead event
Steps- Pull the prospect context (industry, scope, prior calls)
- Retrieve relevant past proposals via RAG
- Draft sections using your standard template
- Insert pricing from your rate card
ReviewAlways pauses for sales/leadership approval before send.
OutputDraft proposal in your tool of choice (Google Docs, PandaDoc); audit log shows which sources informed each section.
Contract review
Legal / ops
TriggerCounterparty contract uploaded; CLM event
Steps- Extract structured terms (parties, dates, dollars, indemnities)
- Compare against your playbook via RAG
- Flag deviations with severity and proposed redlines
- Generate a review summary for the deal owner
ReviewReviewer approves, modifies, or rejects each suggested redline.
OutputAnnotated contract with deviations from your playbook clearly marked; reviewer notes captured.
Letter / response generation
Client services
TriggerInbound request that fits a known response pattern
Steps- Classify the request type
- Retrieve prior similar responses via RAG
- Draft the response in your firm's voice
- Match against any required disclosures or footers
ReviewAccount owner approves before send; multi-attorney sign-off where required.
OutputApproved letter sent through your normal channel; archive copy linked to the matter or account.
Meeting notes → action items
Cross-vertical
TriggerNew transcript from your meeting notes tool
Steps- Extract decisions, action items, and owners
- Cross-reference against open items in your project tracker
- Draft a recap email and create tasks
- Flag conflicts or unresolved questions
ReviewRecap drafts pause for the meeting owner before sending.
OutputTasks created with owners and due dates; recap email sent; nothing falls through after the call ends.