Resources for AI-enabled legal operations

Guides, checklists, templates, and practical notes for legal teams building more structured workflows.

Featured resources

Checklist - AI governance

  • Legal AI readiness checklist: Assess your team's readiness for AI-assisted legal workflows before deployment.
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Guide - Contracts

  • Contract review workflow guide: A step-by-step guide for structuring intake, review, and approval of commercial agreements.
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Template - AI governance

  • AI governance request template: Standardized intake form for AI tool and use-case requests requiring legal review.
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Checklist - Vendors

  • Vendor review checklist: Cover legal, privacy, and security review steps for new and renewing vendor relationships.
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Guide - Intake

  • Legal intake design guide: How to design an intake system that captures the right information from business teams.
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Template - Obligations

  • Obligation tracking template: Track contractual and regulatory obligations, owners, due dates, and evidence in one place.
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Guide - Training

  • Human review policy starter: A draft policy defining when and how humans must review AI-generated legal outputs.
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Guide - Metrics

  • Legal operations metrics guide: The key metrics legal ops teams should track: volume, cycle time, risk, and capacity.
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Practical resource library

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