AI Employee: Lex
Legal Playbooks
Contract intake, NDA generation, DPA handling, DSAR routing, legal-hold coordination.
19 playbooks in this module.
Contract Intake & Routing
Form + email · Writes
Approval: Attorney assignment
Contract Status Lookup
Chat · Read-only
Corporate Actions
Form · Writes
Approval: Board / GC approval per action type
Counterparty Redline Tracking
Ticket event · Read-only
Approval: None (surface + summarise)
Customer Security Questionnaire Support
Form · Writes
Approval: Security review before send
Data Subject Request Routing
Form · Writes
Approval: Privacy counsel review on edge cases
DocuSign Envelope Management
Chat + cron · Writes
Approval: Legal ok on void
DPA Handling
Form · Writes
Approval: Privacy counsel review on custom terms
eDiscovery Collection
Form · Writes
Approval: Attorney sign-off per matter
IP Assignment for New Hires
HRIS event · Writes
Approval: HR nudge on non-completion
Legal Hold / Litigation Hold
Form · Writes
Approval: Attorney sign-off
Legal Policy & Compliance Q&A
Chat · Read-only
MSA & SOW From Templates
Form · Writes
Approval: Legal review before send
NDA Generation
Form · Writes
Approval: None (template-based; legal reviews non-template)
Outside Counsel Engagement
Form · Writes
Approval: GC approval
Privacy Review for New Features
Form · Writes
Approval: Privacy counsel sign-off
Subpoena Response
Form · Writes
Approval: Attorney sign-off before release
Subprocessor List Management
Cron + form · Writes
Approval: Legal + privacy approval
Vendor Legal Review Intake
Form · Writes
Approval: Legal + security approval
Every playbook, ready to install.
Meet Lex, the Legal AI Employee who runs these playbooks on your team.