An AI legal review routing agent checks each request against your legal triggers, such as non-standard paper, a data-processing element, an unusual term, a value above a limit or a new type of vendor.
A request meets a legal review trigger.
The agent reads why legal may need to see it.
It gathers the contract, terms and open issues.
The pack goes to the right legal queue.
Legal chooses the review depth or clears it.
The review status stays on the request.
When a trigger applies, it assembles a package for legal: the request, the contract or order form, a short summary of what is being bought and the reason it was routed.
It sends the package to the right queue or lawyer, tracks it and updates the requester. It does not give legal advice or accept terms.
Legal teams are a shared and limited resource, so reviews that arrive without documents or reasons use up time that should go to real risk.
Without triggers, either low-risk items clog the queue or risky ones skip it.
Legal asks for the draft, the quote or the business context, and the review restarts.
Legal cannot tell which requests have a hard deadline.
Lawyers do not know what concern prompted the routing.
They do not know whether legal has seen the request.
The agent tests the request against the conditions your legal team defined for review.
It gathers the draft contract, order form, quote and any vendor-supplied terms.
A short note states what is being bought, the value, the deadline and the reason for review.
The package goes to the lawyer or team for that category, using backups where needed.
Status is tracked and the requester is told when the review starts and finishes.
Bring a small sample and watch Flo work through it.
| Aspect | By hand | With the agent |
|---|---|---|
| Trigger | Legal review is added only when someone thinks of it. | Triggers in the policy are applied to every request. |
| Documents | Buyers send legal a bundle of attachments with no summary. | Legal receives the contract, key terms and open points together. |
| Queue | Requests go to a named lawyer by habit. | They are routed by contract type to the right legal queue. |
| Volume | Legal sees everything or nothing. | Only requests meeting triggers reach legal. |
| Tracking | Nobody knows where legal review stands. | Review status is visible on the request. |
| If | Then | Who decides |
|---|---|---|
| Vendor terms differ from the company's standard terms | Route to legal with the differing clauses | Counsel decides on review depth |
| Request involves personal data | Route to legal and privacy with a data summary | Privacy counsel decides |
| Vendor paper is used for a high-value purchase | Route to legal | Counsel decides |
| Standard terms already agreed and unchanged | Skip legal and note why | Procurement lead sets the skip rule |
| Contract includes unusual liability or exclusivity | Quote the clause in the pack | Counsel decides |
| Legal is at capacity | Show the queue and the request's need-by date | Legal lead prioritises |
A small edit may not need full review. The agent lists the edits and legal decides whether to look.
Local law may apply. The agent flags the governing law clause and legal decides which counsel reviews.
Time pressure can push requests past legal. The agent still routes it, marks the date, and legal decides on a quick review.
Several teams could own it. The agent shows the options and the lead picks one.
Talk it through with the team. We will map it to your steps and show where a person stays in control.
Write down which clauses or request types need legal.
Prepare packs and let buyers send them to legal.
Route straight to legal queues once packs are accepted as complete.
Remove triggers legal always clears, so the queue stays meaningful.
It shows how complete the packages are on arrival. A rate that stays high suggests the agent is missing documents or the triggers pull in requests that do not need review.
Quick answers to what people ask most about legal review routing.
Book a demoIt is deciding whether a purchase needs legal review and sending it to the right person with the right documents. An AI agent applies your triggers and prepares the package, and lawyers review.
No. It routes requests and assembles information. Legal interpretation, risk advice and negotiation are done by lawyers.
Your legal team sets the triggers. The agent applies them and can be updated as the team's concerns change.
A package with the request, contract or order form, a summary of the purchase, the reason it was routed and any deadline, so the review can begin without chasing.
Budget owner approval is the step where the person responsible for a cost centre or budget line confirms that a purchase may be charged to it.
→Security review routing is the step that decides whether a purchase needs a vendor security assessment and sends it to the security team with the facts they need.
→Multi-level approval is a process in which a purchase must be approved by several people in sequence or in parallel, for example a manager, then finance, then a senior leader.
→IT review routing is the step that sends a technology purchase to the IT team for a check on fit, integration, support and overlap with existing tools.
→Bring a small sample of real items. We will show what Flo handles on its own and where it hands over to your team.
