AI Advisory

Practical guidance for AI in legal operations.

Identify where AI can help, assess the tools available, and define how your team should evaluate them. Know CLM brings an independent perspective to your AI decisions.

AI advisory services

Start with the problem you need to solve.

We help assess your workflows, identify useful applications, compare vendor capabilities, and define an evaluation plan. If you choose to test a tool, your team sets the scope, review standards, and approval requirements.

Discuss your AI priorities
Advisory deliverables

What we can help you define

  • A prioritized set of AI use cases
  • Requirements for evaluating vendor tools
  • Playbook and workflow requirements
  • Human review and approval responsibilities
  • An evaluation plan and measures of success

Know CLM provides independent advisory. Technology is supplied by the vendors and tools selected for your engagement.

Exploring the future

Know CLM Agents: an operating concept.

We are exploring how specialized AI agents could support a connected contracting workflow. The roles below illustrate the concept. Scope, technology, and capabilities would need to be developed and validated before deployment.

01

Contracting Orchestrator

Coordinates tasks, status, handoffs, and escalation across the contracting workflow.

02

Intake Agent

Captures the request, agreement type, business context, and missing information.

03

Review Agent

Compares clauses with approved positions and identifies issues for review.

04

Redline Agent

Prepares proposed revisions and fallback language for human evaluation.

05

Approval and Escalation Agent

Routes exceptions to the appropriate decision makers under agreed rules.

06

Summary Agent

Prepares a concise view of key terms, obligations, and open issues.

07

Contract Data Agent

Extracts agreed fields for reporting, handoffs, and contract intelligence.

Human accountability

Your team sets the standards and makes the decisions.

An AI evaluation plan should define what a tool can prepare, what it must escalate, and who approves the result. Proposed redlines, risk conclusions, and consequential actions require authorized human review.

We help define criteria such as review quality, missed issues, unsupported conclusions, consistency, and time saved. Integration and data handling requirements belong in the evaluation.

Start with the operating model

Your next move

Let’s make legal technology work for you.

Bring your technology decision, your stalled project, or your AI questions. We’ll help you identify a practical place to start.

Request a 30-minute strategy call