docs-legal-ai-workspace-guide

Category: Documents Risk: High risk ★ 3.9 · Rating 3.9/5 (8) sboghossian/mini-claude-for-legal MIT

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shell_executionnetwork_accessautomation_control

name: docs-legal-ai-workspace-guide
description: Use when a user needs guidance on how to use the full legal AI workspace — the chat interface, document drafting, matter management, citations, risk analysis, and automated workflow features. This is the primary end-user guide documentation skill, covering all major workspace capabilities with topical sections designed for both new and experienced users.
license: MIT
metadata:
id: docs.legal-ai-workspace-guide
category: docs
jurisdictions: [multi]
priority: P2
intent: [docs, workspace guide, user guide, how to use, features, onboarding]
related: [docs-legal-os-overview, docs-mobile-app-onboarding, docs-faq-pack, docs-enterprise-deployment]
source: Louis — HAQQ Legal AI (github.com/sboghossian/mini-claude-for-legal)
version: "1.0"

Legal AI Workspace Guide

What the workspace is

The legal AI workspace is the central environment where legal professionals interact with the platform's AI capabilities across the full legal workflow: chat (research and advice), document drafting, contract review, matter management, citation surfacing, and risk flagging. It is designed for day-to-day use by lawyers, in-house counsel, paralegals, and legal operations professionals.

Core features

The chat interface is the starting point for most legal tasks.

  • Ask a question: type a legal question directly. The assistant answers using calibrated uncertainty language (see platform behavioral standards), cites sources by jurisdiction, and offers next-step actions.
  • Intake for drafting: type "draft an NDA for..." and the assistant will run the appropriate intake conversation before generating the document.
  • Research mode: for complex legal questions, prefix your query with "Research:" to invoke the deep research skill (uses more credits; returns more comprehensive multi-source analysis).
  • Jurisdiction selection: you can specify jurisdiction in the query ("...under UAE law", "...under DIFC") or set a workspace default in Settings → Workspace → Default Jurisdiction.
  • Arabic / bilingual mode: for Arabic-language queries or bilingual output, type in Arabic or add "bilingual output" to your request.

Document drafting

Invoke drafting skills directly from chat or from the New Document button.

  1. Select document type: NDA, employment contract, SHA, MSA, lease, loan agreement, will, POA, litigation brief, and 200+ other types.
  2. Complete intake: the assistant may ask clarifying questions (jurisdiction, parties, key terms) before generating.
  3. Review the draft: the draft appears in the document editor. Review, redline, and edit inline.
  4. Export: export as .docx (Microsoft Word), .pdf, or bilingual Arabic-English .docx. Export costs credits for premium formats.

Contract review

Upload an existing contract (PDF or .docx) and invoke the review skill.

  1. Upload: drag-and-drop or Upload button in the document panel.
  2. Select review type: full review (all clauses), red-flag review (risks only), jurisdiction-specific review (e.g., "flag clauses non-compliant with UAE law").
  3. Review output: structured report with: (a) clause-by-clause flags with severity (high/medium/low); (b) market-standard deviations; (c) recommended changes. Available as in-app comments or exported redline.

Multi-document compare

Compare two versions of a contract to generate a redline and change summary.

  1. Upload Version 1 and Version 2.
  2. Invoke Compare Documents.
  3. Output: tracked-changes redline (.docx) + change summary table (clause changed, nature of change, impact assessment).
    Costs credits per document pair.

Matters

Organize all work by client matter.

  • Create a matter: Matters → New Matter → Enter client name, matter name, type.
  • Link documents: all documents drafted or uploaded within a matter are linked to it.
  • Matter timeline: chronological view of all activity on the matter.
  • Deadline tracking: add deadlines (court filing dates, contract expiry, statute of limitations) and receive in-app reminders.
  • Team assignment: assign matters to specific users within the workspace. Set access levels (view / comment / edit / own).
  • Matter export: export the full matter file (all documents, timeline, notes) as a ZIP archive.

Citations

The platform surfaces citations inline in AI-generated analysis.

  • Format: statute name + article number (where available at high confidence), or institutional guidance reference.
  • Jurisdiction filter: citations are filtered by the jurisdiction of the query/document.
  • Pinpoint citations: for professional (B2B) users, citations include article-level pinpoints. See platform behavioral standards for citation confidence tiers.
  • Export with citations: legal analysis exported as a memo includes an automatically generated footnote / endnote section.

Risk analysis

The risk analyzer flags legal, commercial, and compliance risks in drafted or uploaded documents.

  • Risk categories: high (likely to cause a dispute or regulatory issue), medium (suboptimal but not fatal), low (standard market deviation).
  • Jurisdiction overlay: risk flags are calibrated to the document's governing law jurisdiction.
  • Suggested fixes: each risk flag includes a suggested clause revision or next-step action.
  • Risk summary: exportable one-page risk summary for client or board presentation.

Flows are multi-step automated sequences for repetitive legal tasks.

Examples:

  • NDA processing flow: receive an NDA by email → OCR ingest → risk review → generate markup → draft cover email with key issues → send to counterparty.
  • Employment onboarding flow: trigger on HR system (new hire) → generate employment contract draft → route for partner review → send to employee via DocuSign.
  • Contract expiry reminder flow: scan matter deadlines → send reminder 60/30/7 days before expiry → generate renewal draft if configured.

Flows require configuration by a workspace administrator. Pre-built flow templates are available in Settings → Flows → Templates.

Getting started

  1. First login: complete the onboarding checklist (set default jurisdiction, upload your firm logo, invite your first colleagues).
  2. First document: try "Draft a mutual NDA between Acme Ltd and XYZ Corp, DIFC law, 2 years." This demonstrates the full intake → draft → review cycle.
  3. Upload an existing contract: upload any contract and select "Red flag review" to see the risk analyzer in action.
  4. Create your first matter: organize the NDA and any related documents into a matter to see the matter management features.

Keyboard shortcuts

Shortcut Action
Cmd/Ctrl + K Open command palette
Cmd/Ctrl + N New document
Cmd/Ctrl + M New matter
Cmd/Ctrl + U Upload document
Cmd/Ctrl + E Export current document
Cmd/Ctrl + / Open help / ask the assistant
  • [[docs-legal-os-overview]]
  • [[docs-mobile-app-onboarding]]
  • [[docs-faq-pack]]
  • [[docs-enterprise-deployment]]