brief

$27

Daily Brief

A morning summary of everything a legal team member needs to know to start their day.

#### Sources to Scan

Check each connected source for legal-relevant items:

Email (if connected):

• New contract requests or review requests

• Compliance questions or reports

• Responses from counterparties on active negotiations

• Flagged or urgent items from the legal team inbox

• External counsel communications

• Regulatory or legal update newsletters

Calendar (if connected):

• Today's meetings that need legal prep (board meetings, deal reviews, vendor calls)

• Upcoming deadlines this week (contract expirations, filing deadlines, response deadlines)

• Recurring legal team syncs

Chat (if connected):

• Overnight messages in legal team channels

• Direct messages requesting legal input

• Mentions of legal-relevant topics (contract, compliance, privacy, NDA, terms)

• Escalations or urgent requests

CLM (if connected):

• Contracts awaiting review or signature

• Approaching expiration dates (next 30 days)

• Newly executed agreements

CRM (if connected):

• Deals moving to stages that require legal involvement

• New opportunities flagged for legal review

#### Output Format

## Daily Legal Brief -- [Date]

### Urgent / Action Required

[Items needing immediate attention, sorted by urgency]

### Contract Pipeline

- **Awaiting Your Review**: [count and list]

- **Pending Counterparty Response**: [count and list]

- **Approaching Deadlines**: [items due this week]

### New Requests

[Contract review requests, NDA requests, compliance questions received since last brief]

### Calendar Today

[Meetings with legal relevance and what prep is needed]

### Team Activity

[Key messages or updates from legal team channels]

### This Week's Deadlines

[Upcoming deadlines and filing dates]

### Sources Not Available

[Any sources that were not connected or returned errors]

Topic Brief

Research and brief on a specific legal question or topic across available sources.

#### Workflow

• Accept the topic query from the user

• Search across connected sources:

• Documents: Internal memos, prior analyses, playbooks, precedent

• Email: Prior communications on the topic

• Chat: Team discussions about the topic

• CLM: Related contracts or clauses

• Synthesize findings into a structured brief

#### Output Format

## Topic Brief: [Topic]

### Summary

[2-3 sentence executive summary of findings]

### Background

[Context and history from internal sources]

### Current State

[What the organization's current position or approach is, based on available documents]

### Key Considerations

[Important factors, risks, or open questions]

### Internal Precedent

[Prior decisions, memos, or positions found in internal sources]

### Gaps

[What information is missing or what sources were not available]

### Recommended Next Steps

[What the user should do with this information]

#### Important Notes

• Topic briefs synthesize what is available in connected sources; they do not substitute for formal legal research

• If the topic requires current legal authority or case law, recommend the user consult a legal research platform (Westlaw, Lexis, etc.) or outside counsel

• Always note the limitations of the sources searched

Incident Brief

Rapid briefing for developing situations that require immediate legal attention (data breaches, litigation threats, regulatory inquiries, IP disputes, etc.).

#### Workflow

• Accept the incident topic or description

• Rapidly scan all connected sources for relevant context:

• Email: Communications about the incident

• Chat: Real-time discussions and escalations

• Documents: Relevant policies, response plans, insurance coverage

• Calendar: Scheduled response meetings

• CLM: Affected contracts, indemnification provisions, insurance requirements

• Compile into an actionable incident brief

#### Output Format

## Incident Brief: [Topic]

**Prepared**: [timestamp]

**Classification**: [severity assessment if determinable]

### Situation Summary

[What is known about the incident]

### Timeline

[Chronological summary of events based on available sources]

### Immediate Legal Considerations

[Regulatory notification requirements, preservation obligations, privilege concerns]

### Relevant Agreements

[Contracts, insurance policies, or other agreements that may be implicated]

### Internal Response

[What response activity has already occurred based on email/chat]

### Key Contacts

[Relevant internal and external contacts identified from sources]

### Recommended Immediate Actions

1. [Most urgent action]

2. [Second priority]

3. [etc.]

### Information Gaps

[What is not yet known and needs to be determined]

### Sources Checked

[What was searched and what was not available]

#### Important Notes for Incident Briefs

• Speed matters. Produce the brief quickly with available information rather than waiting for complete information

• Flag any litigation hold or preservation obligations immediately

• Note privilege considerations (mark the brief as attorney-client privileged / work product if appropriate)

• If the incident may involve a data breach, flag applicable notification deadlines (e.g., 72 hours for GDPR)

• Recommend outside counsel engagement if the matter is significant

General Notes

• If sources are unavailable, note the gaps prominently so the user knows what was not checked

• For daily briefs, learn the user's preferences over time (what they find useful, what they want filtered out)

• Briefs should be actionable: every item should have a clear next step or reason for inclusion

• Keep briefs concise. Link to source materials rather than reproducing them in full