safely-use-ai-101
The primer — flagship
Five baseline rules: human-in-loop, no invented facts, cite-or-flag, PII minimization, refuse-to-draft for licensed advice.
nda-triage
NDA triage in 60 seconds
GREEN / YELLOW / RED tiering against your playbook. 11 standard checks. Routes only the YELLOWs and REDs to counsel.
contract-review-checklist
12-area pre-review
MSAs, SOWs, SaaS subscriptions. 12 risk areas marked OK / FLAG / MISSING with section refs. No redlines drafted — that stays with counsel.
vendor-legal-packet
Vendor doc tracker
W-9, COI, MSA, DPA, BAA, signed-by audit, renewal calendar. Catches the missing DPA before procurement signs.
signature-request-prep
E-sign pre-send check
12 items: entity name, signatory authority, exhibits, signing order, anchor tags, ccs. The operational mistakes that turn into legal problems.
matter-intake
"Can you look at this?"
Turns vague stakeholder asks into a structured intake counsel triages in 60 seconds. Catches subpoenas, harassment allegations, breach signals early.
litigation-hold-notice
Hold notice + tracker
Draft hold notice + custodian acknowledgment spreadsheet from counsel's inputs. Standard scope language, follow-up cadence, release template.
dsr-first-response
Privacy request first reply
GDPR / CCPA / state-law DSR. Acknowledgment, internal intake, identity verification. Substantive response stays with counsel.
policy-rollout-comms
Internal policy rollout
Announcement email + FAQ + manager talking points + acknowledgment tracker. Policy text is counsel's; rollout is yours.
counsel-meeting-prep
Pre-meeting brief
One-page brief for counsel walking into negotiations, settlements, regulator interviews, customer escalations. Who's in the room, what's expected, decisions needed.