Atlas Agents: From Document Review to Client-Ready Drafts at Scale

What Agents Do

Atlas Agents do two critical jobs across the platform. Inside Workspaces, they review hundreds of documents in parallel, design and execute pre-review workflows (privilege checks, conflicts, scope filtering), run substantive analysis (clause extraction, findings rollup), and draft new client documents from the output. Outside Workspaces, they curate your firm's knowledge graph itself, reading new content from iManage, SharePoint, OneDrive, and email as it lands, classifying it, linking it to existing matters and precedents, and refining it so every Atlas response is grounded in your actual work product.

Both jobs run on the same execution layer. When an agent reviews a document inside a Workspace, it's using the same reasoning engine that curates your knowledge graph. This means the agent understands your practice because it has read your precedent, your workflows, and your deal history.

The Workspace Workflow

Here's how it works in practice. You create a Workspace scoped to a matter (an M&A deal, a litigation case, an IP portfolio review). You upload 100 or 500 documents. Agents classify and route them by type, priority, and risk profile. Then you define your review steps: extract key clauses, flag privilege, compare to firm precedent, generate redlines, produce a findings summary. Agents execute all of this in parallel, assign each document a status and a set of findings, and draft new client documents (SPA markups, indemnification schedules, privilege logs, diligence memos) back into the Workspace. You see the results in a tabular review: rows are documents, columns are findings (parties, term, risk flag, recommendation). Click a row, the PDF opens, you see the agent's inline highlights and notes. Accept, modify, or reject the findings; agents learn and adjust.

Grounded in Your Data

The critical difference: agents don't run against a generic legal corpus or a vanilla LLM prompt. Every agent action runs against your firm's curated knowledge graph. When an agent reviews a non-compete clause, it can access your precedent contracts, your past redlines, your market practice summaries, and your deal outcomes. When it generates an indemnification schedule, it's pulling from your SPA templates and your prior schedules. When it flags privilege, it's using your classification scheme and your document rules.

This curation happens continuously. As new documents land in iManage or SharePoint, Atlas agents read them, classify them, link them to existing matters and practice areas, and merge them into the graph. The graph stays current, specific to your firm's work, and accessible to every agent execution.

Building Repeatable Workflows

You don't build agent prompts for every matter. You build Lists: reusable sequences of agent actions. An M&A team builds a Deal Review List once. It specifies: extract party names, extract key dates, extract R&Ws, compare to firm SPA, flag high-risk provisions, generate a findings table. Then on every new deal, you create a Workspace, upload the deal docs, apply the List, and agents run the whole sequence in hours. The List is stored in your knowledge graph, versioned, auditable, and updatable as your practice evolves.

A litigation team builds a Privilege Review List: classify by attorney, flag privileged docs, route to counsel, generate a privilege log. IP teams build Patent Diligence Lists. Real estate teams build Due Diligence Checklists. The workflow is yours; agents execute it consistently across every matter.

What Ships This Week

We shipped planner-driven multi-step execution so agents can chain reasoning steps together. An agent can extract clauses, then compare them to precedent in the same execution, then generate findings in the same session, without human intervention between steps. We also shipped agent task boards so you can see which documents are being reviewed, which are queued, and which have findings ready for your review. Click a task, see the agent's work and inline notes. The PDF viewer and folder rail make it easy to navigate documents while reviewing agent output.

Who Uses This

AmLaw M&A teams use Agents to review transaction documents 10x faster than manual review, with consistent application of their firm's deal standards. Litigation teams run privilege and conflicts checks across case archives in a single job. IP teams produce patent diligence memos and freedom-to-operate analyses in hours. Real estate teams generate closing checklists and title-review memos. In-house counsel offices use Agents to triage incoming NDAs and service agreements by risk and obligation.

The common pattern: upload docs, define your review steps once, let agents handle the repetitive analysis, you focus on judgment and client strategy.

Try It

Visit https://atlas-ai.io to see agent review and drafting in action. Create a Workspace, upload sample documents, and watch agents review them in parallel and draft new documents from the findings.