AEM | LEGAL –
Autonomous Legal Department
This package delivers a complete AI-powered legal workforce, built with agentic workflows designed to fully replace traditional legal departments. The setup includes a 90-day build period, followed by 1–3 years of maintenance with ongoing monitoring, optimization, and support. After the initial build, you’ll receive minor tweaks and adjustments at no additional cost to ensure your workflows stay effective as your business evolves.
The package price is all-inclusive, covering any required app subscriptions, APIs, or AI models—so you can focus on results without hidden costs. Offered as a variable product, it comes in multiple variations based on company size and duration, making it easy to customize a package that fits your specific needs.
By implementing agentic AI workflows, businesses can unlock the ability to automate, scale, and streamline entire legal operations, running 24/7 at a fraction of the cost of human labor.
While this package is focused exclusively on legal operations and risk management, combining it with other AEM modules (Marketing, Sales, Support, Dev, Social) allows us to integrate them seamlessly—creating a cohesive digital workforce that works together across departments.
We’ve perfected the 30 agentic workflows that transform traditional legal teams into autonomous, high-efficiency departments that accelerate business while mitigating risk.
700%
achieved by reducing outside counsel spend, minimizing compliance penalties, and accelerating contract-based revenue.
*Based on: ROI = ((Outside Counsel Savings + Fine Reduction) - System Cost) / System Cost
“AEM | LEGAL transformed our legal department from a cost center into a strategic advantage. Our contract cycle time is down by 90%, and our reliance on outside counsel for routine matters has been reduced by over 80%. My team can now focus on what they were hired to do: provide high-level strategic counsel.”
Sarah Chen
General Counsel, Innovate Corp
Challenge: Managing hundreds of NDAs and vendor contracts manually was slow and risky.
Solution: Deployed Contract Drafting, Review, and Lifecycle agents.
95% Automation
of Standard Contract Workflow
Challenge: Struggling to keep up with complex HIPAA and FDA regulatory changes.
Solution: Implemented Compliance Monitor and Regulatory Affairs agents.
Zero Missed
Regulatory Filings in 12 Months
Covers the essential legal foundations—compliance, contracts, and risk prevention—to protect your venture and enable growth.
Manages incorporation, bylaws, EIN, and shareholder agreements.
This agent automates the entire process of establishing a solid legal foundation for your business. It manages the workflows for state incorporation, drafts corporate bylaws, files for an Employer Identification Number (EIN), and generates standardized shareholder agreements and stock issuance documents.
By handling these critical but often complex formation tasks, the agent ensures your company is structured correctly from day one, preventing common legal pitfalls that can become costly problems later. It provides the peace of mind that comes from knowing your corporate house is in perfect order, all without expensive legal fees.
Creates and reviews standard agreements (NDAs, service contracts, vendor terms).
This agent is your 24/7 contracts counsel for routine agreements. It drafts and reviews standard business contracts—such as Non-Disclosure Agreements (NDAs), Master Service Agreements (MSAs), and vendor terms—based on your pre-approved legal playbooks. The agent can redline third-party paper against your standard positions, flagging deviations for human review.
By automating the 80% of contract work that is standardized and repetitive, this agent dramatically accelerates your sales and procurement cycles. It frees your human lawyers from low-value review tasks, allowing them to focus on high-stakes negotiations and strategic deals, directly impacting revenue velocity.
Tracks regulatory filings, tax deadlines, permits, and industry-specific compliance.
This agent acts as your automated compliance officer, continuously monitoring the complex web of regulatory obligations your business faces. It tracks state and federal filing deadlines, tax remittance schedules, business permit renewals, and any industry-specific compliance requirements, ensuring nothing falls through the cracks.
The agent provides proactive alerts and can even automate the preparation of standard filing documents. This workflow transforms compliance from a reactive, stressful fire drill into a predictable, automated process, mitigating the risk of costly fines and penalties for missed deadlines.
Handles offer letters, employee handbooks, and termination compliance.
This agent manages the legal aspects of the employee lifecycle, ensuring compliance with complex and ever-changing employment laws. It generates compliant offer letters, creates and maintains state-specific employee handbooks, and provides checklists and documentation for compliant employee termination procedures.
By standardizing these critical HR legal functions, the agent helps you avoid common employment-related lawsuits and liabilities. It ensures that your people operations are built on a solid legal footing, protecting the company as you scale your team.
Files trademarks, copyright registrations, and maintains IP portfolios.
This agent acts as your intellectual property paralegal, managing the protection of your most valuable assets: your brand and creative works. It automates the process of conducting trademark searches, preparing and filing trademark and copyright applications with the USPTO, and tracking maintenance deadlines for your entire IP portfolio.
By streamlining the protection of your intellectual property, this agent ensures that your brand identity and original content are secured early and efficiently. This proactive approach helps prevent costly infringement disputes and builds a strong foundation of defensible IP assets from the outset.
Identifies exposure risks, sets up waivers and disclaimers.
This agent proactively identifies potential legal risks and liabilities in your day-to-day operations. It can review marketing copy, product descriptions, and website terms to flag language that could create unintended warranties or expose the company to legal challenges. It also generates standard liability waivers and disclaimers for your products and services.
By embedding this automated risk review into your operational workflows, the agent helps you identify and mitigate legal exposure before it becomes a problem. This is a critical function for any startup, helping to create a more defensible business and avoid potentially catastrophic legal disputes.
Ensures GDPR/CCPA-style compliance, privacy policies, and consent forms.
This agent is your dedicated data privacy officer, ensuring your company complies with complex regulations like GDPR and CCPA. It generates customized privacy policies and terms of service for your website and application, creates compliant cookie consent banners, and manages the workflows for handling user data access and deletion requests.
Data privacy is a major area of legal risk for modern businesses. By automating these core compliance tasks, the agent helps you build trust with your users and avoid significant fines associated with data mismanagement. It ensures your data practices are compliant by design, not as an afterthought.
Manages meeting minutes, board resolutions, and stock issuance.
This agent acts as your automated corporate secretary, managing the essential governance tasks required to maintain your company’s legal standing. It can generate templates for board meeting minutes, draft standard board resolutions, and manage the documentation and cap table updates associated with stock issuance to employees and investors.
Proper corporate governance is critical for fundraising, acquisitions, and limiting liability. By automating these administrative but vital tasks, the agent ensures your corporate records are always clean, complete, and audit-ready, providing a solid foundation for future growth and transactions.
Scales your legal capabilities with specialized agents for global expansion, complex transactions, and advanced risk management.
Ensures compliance with SEC/state filings and corporate structure.
As your company grows, this agent manages the increasing complexity of corporate governance. It ensures compliance with all necessary state and SEC filings, manages complex cap tables with multiple stock classes, and provides automated workflows for maintaining proper corporate structure across different entities or subsidiaries.
This workflow is essential for any company considering future financing rounds or an exit event. It provides a scalable system for maintaining institutional-grade corporate governance, ensuring you are always prepared for the intense scrutiny of due diligence.
Manages acquisition research, data rooms, and integration legalities.
This agent automates the labor-intensive process of mergers and acquisitions due diligence. It can manage a virtual data room, automatically categorize and review target company documents, and flag potential risks related to contracts, IP, and compliance. It can also assist in drafting the initial term sheets and acquisition agreements.
By automating the discovery and analysis phases of M&A, this agent allows you to evaluate potential acquisition targets much faster and more thoroughly. It reduces reliance on expensive outside counsel for diligence and helps you identify critical risks early in the process, leading to better deal outcomes.
Monitors sector-specific regulations (finance, healthcare, energy, etc.).
For businesses in highly regulated industries like finance, healthcare, or energy, this agent is indispensable. It continuously monitors for changes in sector-specific regulations from government agencies and provides real-time alerts and summaries of any new rules that could impact your business operations or product.
This proactive regulatory intelligence allows you to stay ahead of complex compliance changes and adapt your business practices accordingly. It transforms regulatory affairs from a manual, research-intensive function into an automated, early-warning system that protects your business from non-compliance risks.
Monitors disputes, manages discovery prep, and tracks litigation exposure.
This agent acts as your early-warning system for potential lawsuits. It monitors internal communications and customer disputes for keywords and patterns that indicate a heightened risk of litigation. When a potential issue is flagged, it can automatically begin preserving relevant documents and communications in preparation for e-discovery.
By identifying and preparing for potential litigation before a suit is even filed, this agent gives your company a significant strategic advantage. It reduces the costs and chaos of discovery and allows you to assess your legal exposure and strategy from a position of strength.
Manages RFPs, billing, and interactions with external law firms.
This agent streamlines the management of your most expensive resource: outside law firms. It can manage the Request for Proposal (RFP) process when selecting a new firm, and once engaged, it can track and analyze legal bills for compliance with your billing guidelines, flagging any unusual or out-of-scope charges.
By automating the administrative side of outside counsel management, this agent provides greater control and visibility into your legal spend. It helps you make more data-driven decisions about which firms to engage and ensures that you are getting maximum value for every dollar spent on external legal services.
Manages renewals, expirations, and renegotiation workflows.
This agent manages your contracts long after they are signed. It maintains a central repository of all agreements and automatically tracks key dates for renewals, expirations, and price adjustments. It provides proactive alerts to business owners well in advance of these deadlines, ensuring no critical contract is ever unintentionally lapsed or renewed on unfavorable terms.
By automating contract lifecycle management (CLM), this agent prevents missed revenue opportunities and unnecessary costs. It transforms your collection of contracts from a static set of documents into a dynamic, manageable portfolio of assets and obligations.
Supports visa, work permits, and cross-border hiring.
As your business expands internationally, this agent manages the complex legal requirements of a global workforce. It automates the initial paperwork and tracks the status of visa and work permit applications for your employees, and provides up-to-date guidance on the employment law and tax implications of hiring in different countries.
By streamlining the legal and administrative aspects of global mobility, this agent makes it significantly easier and faster to hire and deploy talent anywhere in the world. It’s a critical enabler for any company looking to build a truly global team.
Tracks international tax regulations, transfer pricing, and filings.
This agent specializes in the highly complex and ever-changing world of corporate tax. It monitors international, federal, and state tax regulations for changes that could impact your business, and ensures that all tax filings and remittances are made accurately and on time.
For global companies, it can also provide guidance on complex issues like transfer pricing to ensure compliance and tax efficiency. By automating tax compliance monitoring, this agent reduces the risk of costly tax penalties and ensures your company’s financial house is in order.
Implements and enforces FCPA/anti-bribery policies.
This agent helps protect your company from significant legal and reputational risk by automating your anti-bribery and corruption (ABC) compliance program. It can manage employee training on policies like the Foreign Corrupt Practices Act (FCPA), monitor expenses for red flags, and manage the due diligence process for third-party agents and partners.
By providing a systematic and automated approach to ABC compliance, this agent demonstrates a credible commitment to ethical business practices. This is critical for any company operating internationally and can be a deciding factor in securing large enterprise and government contracts.
Manages environmental, social, and governance legal obligations.
This agent helps your company navigate the increasingly important and complex legal landscape of Environmental, Social, and Governance (ESG) issues. It monitors for new ESG-related regulations and reporting requirements, tracks your company’s performance against its stated sustainability goals, and can assist in preparing the necessary disclosures for investors and regulators.
By automating the data collection and reporting aspects of ESG, this agent helps you build a more sustainable and socially responsible business. It ensures that your ESG commitments are not just marketing talking points, but are backed by a robust and auditable compliance framework.
A complete, autonomous legal ecosystem covering highly specialized domains like antitrust, securities, and global trade compliance.
Ensures compliance with antitrust laws, merger clearances, and competition policy.
This agent is your specialized counsel for complex antitrust and competition laws. It monitors your pricing strategies, distribution agreements, and marketing practices for any behavior that could be construed as anti-competitive. For large M&A deals, it can manage the preparation of Hart-Scott-Rodino filings and respond to inquiries from regulatory bodies like the FTC and DOJ.
By providing continuous, automated monitoring for antitrust risk, this agent helps large enterprises navigate one of the most complex and high-stakes areas of the law. It protects the company from massive fines and a damaged reputation, ensuring that your competitive practices are always on the right side of the law.
Manages IPO prep, investor relations compliance, and SEC reporting.
For public or soon-to-be-public companies, this agent is indispensable. It manages the extensive legal workflows associated with securities law, including preparing for an Initial Public Offering (IPO), ensuring that all investor communications comply with SEC regulations, and automating the preparation and filing of quarterly and annual reports like 10-Ks and 10-Qs.
By automating these highly complex and mission-critical reporting and compliance tasks, this agent reduces the immense burden on your in-house legal and finance teams. It ensures accuracy and timeliness in all your SEC interactions, which is fundamental to maintaining investor confidence and market integrity.
Handles patent filings, office actions, and licensing strategies.
This highly specialized agent manages the entire lifecycle of your patent portfolio. It can assist in drafting patent applications, manage the process of responding to office actions from the USPTO, and track all maintenance fee deadlines to ensure your patents remain in force. It can also analyze your portfolio to identify potential patent licensing opportunities.
Patents are among the most valuable and complex assets a technology company can own. By automating the administrative and procedural aspects of patent prosecution and maintenance, this agent allows your patent attorneys to focus on high-level strategy, ensuring your innovations are robustly protected.
Monitors global brand use, counterfeit tracking, and disputes.
This agent is the 24/7 guardian of your brand identity. It continuously monitors the internet—from social media to e-commerce marketplaces—for unauthorized use of your trademarks and copyrighted material. It can track counterfeit products, identify cybersquatters, and automatically generate cease and desist letters to infringing parties.
By providing automated, global brand protection, this agent helps you defend the value of your brand and prevent the erosion of your market share by bad actors. It’s a proactive defense system for one of your company’s most important intangible assets.
Uses AI to analyze contract clauses, risk scoring, and obligations.
This agent brings the power of AI to your entire contract portfolio. It can ingest thousands of historical and active contracts and use natural language processing to analyze their contents. It can identify non-standard clauses, quantify legal risk across different agreement types, and extract key business obligations that might otherwise be hidden in dense legal text.
By turning your contract repository from a collection of static documents into a queryable, intelligent database, this agent provides unprecedented insight into your company’s legal and business obligations. This is invaluable for risk management, strategic planning, and identifying opportunities for renegotiation.
Manages digital evidence, preservation, and litigation support.
This agent automates the highly complex and expensive process of electronic discovery for litigation. When a lawsuit is initiated, the agent can manage the legal hold process, automatically preserving relevant digital evidence from across the company’s systems. It can then process and review this vast amount of data, using AI to identify and tag relevant documents for attorney review.
By automating the most labor-intensive aspects of e-discovery, this agent can reduce litigation costs by millions of dollars in a major case. It makes the discovery process faster, more accurate, and more defensible, which is a critical advantage in high-stakes litigation.
Tracks lobbying disclosures, PAC compliance, and regulatory advocacy.
For enterprises that engage in public policy and government relations, this agent is essential. It automates the tracking and filing of all required lobbying disclosures, manages compliance for any associated Political Action Committees (PACs), and monitors for new legislation or regulations that could impact the company’s advocacy efforts.
By automating the administrative and compliance aspects of government affairs, this agent ensures that your company’s engagement with policymakers is always transparent, compliant, and effective. It allows your government relations team to focus on building relationships and advocating for your interests, rather than on paperwork.
Manages embargoes, trade restrictions, and export licensing.
This agent is critical for any enterprise involved in international trade. It continuously monitors for changes in export control laws, trade sanctions, and embargoes from bodies like the U.S. Department of Commerce. It can automatically screen customers and transactions against restricted party lists and manage the application process for any necessary export licenses.
Violations of trade compliance laws can result in enormous fines and even criminal liability. By providing automated, real-time monitoring and screening, this agent is an essential tool for de-risking your international business operations and ensuring compliance with these complex regulations.
Ensures OSHA, workplace safety, and product liability compliance.
This agent manages your company’s compliance with health and safety regulations like those from the Occupational Safety and Health Administration (OSHA). It tracks training requirements, manages the reporting of workplace incidents, and ensures that your facilities and products meet all applicable safety standards.
By automating the administrative aspects of health and safety compliance, this agent helps you create a safer workplace for your employees and safer products for your customers. This not only reduces the risk of accidents and injuries but also protects the company from regulatory fines and product liability lawsuits.
Handles breach notifications, incident playbooks, and forensic legal steps.
This agent manages the legal aspects of cybersecurity and data breaches. It maintains an up-to-date incident response plan, and in the event of a breach, it can automatically determine your legal notification obligations based on the jurisdictions of the affected users. It also manages the preservation of forensic data for legal and insurance purposes.
A well-managed response to a data breach is critical for mitigating legal liability and reputational damage. By automating the legal and compliance workflows associated with incident response, this agent ensures that your company can respond to a crisis quickly, correctly, and in full compliance with the law.
Manages policies, renewals, and claim filings.
This agent automates the management of your company’s portfolio of insurance policies. It tracks policy renewal dates, provides alerts for any changes in coverage, and can even manage the initial filing of claims in the event of an incident. It provides a central, up-to-date repository of all your corporate insurance coverage.
By automating insurance portfolio management, this agent ensures that your business is always adequately insured and that you never miss a critical renewal deadline. In the event of a claim, its efficient management of the filing process can lead to faster payouts and a smoother recovery for the business.
Maintains precedents, policies, and training resources for the whole legal team.
This agent acts as the collective brain for your entire legal department. It creates and maintains a centralized, searchable knowledge base of all your legal precedents, standard contract clauses, internal policies, and training materials. It uses AI to intelligently tag and categorize this information, making it easy for any member of the team to find the information they need instantly.
By automating legal knowledge management, this agent dramatically improves the efficiency and consistency of your entire legal team. It ensures that valuable institutional knowledge is preserved and easily accessible, which is critical for scaling your legal operations effectively.
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