80% less manual work

AI Legal Workflow Automation Agent

Automate the operational side of legal work

Stop wasting expert time on document routing, status tracking, and approval management. This agent automates the operational workflows that bog down legal teams, triggering actions across your systems and keeping deals moving forward without manual intervention.

Ideal for

Legal Operations

Deal Teams

Compliance Officers

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    Brotherhood Mutual logo
    Black and white abstract graphic.
    Paige logo
    Roche logo
    Logo with abstract shapes and text.
    Sony logo
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See AI Legal Workflow Automation Agent in action

Play video

  • Mercedes-Benz logo
    SMC  logo
    Gradient rectangle
    Centerline logo
    Abstract graphic with black and white elements
    Abstract pattern with overlapping shapes.
    Alaris logo
    Progress bar with text at bottom percentage
    SITO logo
    Diagonal stripes on a rectangular background
    SVG logo for Reddit
    Grey and black abstract symbol
    Foobar logo
    ABL logo
    SVG logo for Google
    Bar chart with two bars of different heights
    Brotherhood Mutual logo
    Black and white abstract graphic.
    Paige logo
    Roche logo
    Logo with abstract shapes and text.
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Light gray waveform pattern on white background
    SVG logo with black letters
    Abstract pattern with blue and green colors

See AI Legal Workflow Automation Agent in action

Play video

Contract Approval Workflow

  • Mercedes-Benz logo
    SMC  logo
    Gradient rectangle
    Centerline logo
    Abstract graphic with black and white elements
    Abstract pattern with overlapping shapes.
    Alaris logo
    Progress bar with text at bottom percentage
    SITO logo
    Diagonal stripes on a rectangular background
    SVG logo for Reddit
    Grey and black abstract symbol
    Foobar logo
    ABL logo
    SVG logo for Google
    Bar chart with two bars of different heights
    Brotherhood Mutual logo
    Black and white abstract graphic.
    Paige logo
    Roche logo
    Logo with abstract shapes and text.
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Light gray waveform pattern on white background
    SVG logo with black letters
    Abstract pattern with blue and green colors

See AI Legal Workflow Automation Agent in action

Play video

Time comparison

Traditional way

2-3 days per workflow

With V7 Go agents

Minutes

Average time saved

90%

Why V7 Go

Intelligent Document Routing

Automatically routes documents to the correct stakeholders based on document type, value, jurisdiction, and your firm's approval matrix. No more manual email chains.

Intelligent Document Routing

Automatically routes documents to the correct stakeholders based on document type, value, jurisdiction, and your firm's approval matrix. No more manual email chains.

Real-Time Approval Tracking

Monitors approval status across all documents and automatically escalates stalled approvals. Keeps deals moving by surfacing bottlenecks before they become problems.

Real-Time Approval Tracking

Monitors approval status across all documents and automatically escalates stalled approvals. Keeps deals moving by surfacing bottlenecks before they become problems.

Automated Compliance Checks

Runs compliance verification against your firm's policies and regulatory requirements automatically. Flags issues before documents reach stakeholders.

Automated Compliance Checks

Runs compliance verification against your firm's policies and regulatory requirements automatically. Flags issues before documents reach stakeholders.

Stakeholder Notifications

Sends targeted notifications to the right people at the right time. Integrates with email, Slack, and your CRM to keep everyone informed without creating noise.

Stakeholder Notifications

Sends targeted notifications to the right people at the right time. Integrates with email, Slack, and your CRM to keep everyone informed without creating noise.

Audit Trail & Accountability

Creates a complete, timestamped record of every workflow action. Proves compliance and provides defensible documentation for regulatory reviews.

Audit Trail & Accountability

Creates a complete, timestamped record of every workflow action. Proves compliance and provides defensible documentation for regulatory reviews.

Integration with Your Systems

Connects to your CLM, CRM, document management, and communication platforms. Orchestrates workflows across your entire legal tech stack without manual handoffs.

Integration with Your Systems

Connects to your CLM, CRM, document management, and communication platforms. Orchestrates workflows across your entire legal tech stack without manual handoffs.

Automates workflows across all document types

To keep deals moving and compliance intact.

Customer voices

Customer voices

Connect AI to your approval matrix.

Automate the workflows that slow down your deals.

Automate the workflows that slow down your deals.

Finance

Legal

Insurance

Tax

Real Estate

Customer Voices

Features

Features

Results you can actually trust.
Reliable AI document processing toolkit.

Results you can trust.
Trustworthy AI document processing toolkit.

Supporting any workflow.

From simple to complex.

Whether you need a simple two-step approval or a multi-stage workflow with conditional routing, this agent adapts to your process. Configure once, and it handles everything from straightforward document reviews to intricate deal workflows with multiple stakeholders and approval gates.

Input types

Multi-stage workflows

Conditional routing

Parallel approvals

Custom escalations

Document types

PDFs

CLM Systems

Email

Slack

CRM

Vendor_US.xlsx

12

Supply_2023.pptx

Review_Legal.pdf

Supporting any workflow.

From simple to complex.

Whether you need a simple two-step approval or a multi-stage workflow with conditional routing, this agent adapts to your process. Configure once, and it handles everything from straightforward document reviews to intricate deal workflows with multiple stakeholders and approval gates.

Input types

Multi-stage workflows

Conditional routing

Parallel approvals

Custom escalations

Document types

PDFs

CLM Systems

Email

Slack

CRM

Vendor_US.xlsx

12

Supply_2023.pptx

Review_Legal.pdf

Consistent execution

every single time.

Workflows executed by the agent follow your rules precisely, every time. No missed approvals, no forgotten notifications, no inconsistent routing. The agent applies your approval matrix and compliance rules with perfect consistency across thousands of documents.

Model providers

OpenAI, Anthropic, Gemini logos

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Consistent execution

every single time.

Workflows executed by the agent follow your rules precisely, every time. No missed approvals, no forgotten notifications, no inconsistent routing. The agent applies your approval matrix and compliance rules with perfect consistency across thousands of documents.

Model providers

OpenAI, Anthropic, Gemini logos

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Complete visibility

into every workflow.

Every workflow action is logged and timestamped. You can see exactly when documents were routed, who approved them, what compliance checks ran, and what notifications were sent. This creates an auditable record that proves compliance and accountability.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Complete visibility

into every workflow.

Every workflow action is logged and timestamped. You can see exactly when documents were routed, who approved them, what compliance checks ran, and what notifications were sent. This creates an auditable record that proves compliance and accountability.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Enterprise security

for sensitive workflows.

Legal workflows involve confidential information and sensitive business decisions. V7 Go processes all workflow data within your secure environment, integrating with your existing security infrastructure. Your approval rules, stakeholder lists, and workflow history remain completely private.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise security

for sensitive workflows.

Legal workflows involve confidential information and sensitive business decisions. V7 Go processes all workflow data within your secure environment, integrating with your existing security infrastructure. Your approval rules, stakeholder lists, and workflow history remain completely private.

Certifications

GPDR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

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Answers

What you need to know about our

AI Legal Workflow Automation Agent

How does the agent know which stakeholders to route documents to?

You configure an approval matrix in your Knowledge Hub that defines routing rules based on document type, value, jurisdiction, and other criteria. The agent applies these rules consistently to every document, ensuring the right people always get involved.

+

Can it handle complex approval workflows with multiple stages?

Yes. The agent supports multi-stage workflows where documents move through sequential approvals, parallel reviews, or conditional paths based on document characteristics. You define the logic once, and it executes consistently.

+

What happens if an approval is delayed or rejected?

The agent monitors approval timelines and automatically escalates stalled documents to designated managers. If a document is rejected, it can trigger a notification to the originator and route it back for revision based on your configured rules.

+

Does it work with our existing CLM and document management system?

The agent integrates with major CLM platforms, SharePoint, Box, and other document management systems. It reads documents from these systems, executes workflows, and updates status records automatically.

+

How do we ensure compliance rules are always applied correctly?

Your compliance rules live in a centralized Knowledge Hub that the agent references for every document. When regulations change, you update the Hub once, and the agent applies the new rules to all future documents immediately.

+

Can we customize notifications for different stakeholder groups?

Absolutely. You can configure different notification templates, channels, and timing for different stakeholder groups. Some might get Slack alerts, others email summaries. The agent delivers the right message to the right person through their preferred channel.

+

Next steps

Still manually routing contracts for approval?

Show us your current approval workflow, and we'll demonstrate how to automate it end-to-end with full compliance and audit trails.

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

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    SITO logo
    Abstract pattern with blue and green colors
    SVG logo for Google
    Progress bar with text at bottom percentage
    Bar chart with two bars of different heights
    Gradient rectangle
    Diagonal stripes on a rectangular background
    Abstract pattern with overlapping shapes.
    SVG logo for Reddit

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Logo with abstract shapes and text.
    SITO logo
    Abstract pattern with blue and green colors
    SVG logo for Google
    Progress bar with text at bottom percentage
    Bar chart with two bars of different heights
    Gradient rectangle
    Diagonal stripes on a rectangular background
    Abstract pattern with overlapping shapes.
    SVG logo for Reddit