Legal AI Workflow Template Library
Copy-ready prompts, Codex briefs, Claude instructions, and review gates for supervised legal AI work.
Legal AI Workflow Template Library
Use these templates as starting points. Replace bracketed fields, remove client identifiers unless your environment is approved for them, and keep the lawyer review gate.
Templates are not legal advice. They are supervision patterns for educational and operational legal AI work.
Universal Matter-Safe Prompt
Contract Review Triage
Acceptance checks:
- Each flag links to source text.
- Missing clauses are labeled as missing, not assumed.
- Recommendations are phrased as reviewer actions.
- The output avoids universal market-standard claims unless the playbook supplies them.
Litigation Timeline Builder
Acceptance checks:
- Every event has source support.
- Uncertain dates stay uncertain.
- Contradictions are preserved for lawyer review.
- The timeline does not rank legal significance unless requested by a lawyer.
Due Diligence Issue List
Acceptance checks:
- Extracted text can be checked against the source.
- Each issue has a follow-up question.
- The output separates business concern from legal conclusion.
Codex Task Brief For Legal Tech
Acceptance checks:
- Changed files are scoped.
- The implementation uses existing data loaders and UI patterns.
- Legal workflow copy includes limits and review responsibility.
- Verification covers the changed surface.
Repository-Agent Maintenance Template
Use this when a repository agent, Codex task, Claude Code GitHub Action, or GitHub Agentic Workflow will change legal workflow software, docs, automation, or policy files.
Acceptance checks:
- The agent had only the repository scope needed for the task.
- The Actions run summary or PR shows the config, tool permissions, and outputs used.
- Safe outputs, diffs, tests, and source claims are reviewable by a person.
- Secret scanning and push protection were not bypassed.
- A human reviewer approved the merge after reviewing legal workflow impact.
Claude Project Instructions For A Legal Team
Acceptance checks:
- The project instructions name the workflow and user.
- Source limits are explicit.
- The output format is predictable.
- Review checks are mandatory.
Tool Selection Prompt
Use this before buying or building. The answer should help decide the workflow surface, not crown a universal winner.