Agentic Document Drafting in Atlas Workspaces

From Review to Deliverables in One Workspace

The traditional legal workflow splits document review from document production. You review a stack of incoming agreements, extract findings into a spreadsheet, then hand off the findings to a drafter who authors a new memo, markup, or checklist. Multiple tools, multiple handoffs, context lost in translation.

Atlas Workspaces collapse that into a single loop: upload documents, agents review them at scale against your firm's curated knowledge graph, agents extract and synthesize findings, and agents draft new client deliverables immediately. The entire cycle runs matter-scoped, with everything grounded in your iManage, SharePoint, OneDrive, and NetDocuments data.

The Workspace Review-to-Draft Pipeline

When you stage a batch of documents into a Workspace, Atlas agents classify and route them based on your matter type and team workflows. Then they execute review in parallel: extract clauses, flag privilege, compare to precedent, identify carve-outs, extract R&Ws, run diligence scans. All of that analysis gets captured in an inline tabular review that your team can edit, comment on, and refine in real time.

Once review is complete, the post-review agents take the findings and generate new client documents directly back into the Workspace. An M&A agent generates a redlined SPA based on the key-terms extraction and carve-out flags. A diligence agent drafts a findings memo from the issue inventory. An IP agent produces a patent docket with privilege markings. The new documents land in an auto-generated folder, ready to share with the client or file in the matter record.

This week we shipped full PDF viewer support, folder management, and agent-driven document writeback, so the end-to-end pipeline runs without leaving the Workspace interface. Your team sees the review, can adjust the findings in-line, and the final client deliverables are staged immediately.

Reusable Workflows as Lists

Instead of designing the review and drafting steps for every new deal, practice teams build Lists once. A List is a sequence of agentic actions: extract these clauses, flag these privilege issues, generate this type of memo, produce this checklist. The agents execute the List against the documents you stage, and produce the outputs your team expects.

An M&A team builds a Deal Review list. It extracts deal terms, compares to their standard SPA, flags non-standard carve-outs, and drafts a term-sheet memo for the partner review. They run the same list on the next 10 deals. An IP team builds a Patent Diligence list that flags inventorship issues, ownership gaps, and prosecution status, then generates a diligence summary. A litigation team builds a Privilege Review list that pre-screens documents, flags attorney-client, and produces a privilege log.

Lists are auditable. You see which agent actions ran, which documents they processed, what findings they extracted, and what they generated. And because every action runs against your firm's curated knowledge graph (not a generic LLM), the output reflects your actual precedents, standards, and vocabulary.

Grounded in Your Knowledge Graph

Every agent action runs against a continuously curated knowledge graph built from your firm's own data: iManage, SharePoint, OneDrive, NetDocuments, email, prior matters. As new documents land in your firm's systems, Atlas agents read them, classify them, link them to related matters, and refine the graph. So when your M&A agents draft a new SPA, they're comparing to your actual precedent base. When your diligence agents flag issues, they're matching against your firm's historical issue patterns.

The Workspace itself is matter-scoped, so the graph queries stay narrow and fast. Your agents see only the documents relevant to this deal, this case, this matter.

How to Use Atlas Workspaces

Start by creating a new Workspace for a matter. Name it, pick the matter type (M&A deal, diligence, litigation, etc.), and invite your team. Upload documents or pick specific folders from iManage or SharePoint. Atlas agents will classify them and route them into the workspace folder structure automatically.

Define the review task. What clauses matter? What issues should we flag? What precedent should we compare to? Write a List (or use a template your practice team built). Run the agents on your batch. Review the tabular findings in-line, edit as needed, and approve the post-review actions. The agents generate the new client documents and stage them in the Workspace.

Export the findings and deliverables, share with your team or client, and archive the Workspace when the matter closes. Everything stays in the matter record.

Try It Now

See Workspaces in action at https://atlas-ai.io. Load a sample matter, run a review, and watch the agents generate deliverables from the analysis.