Legal and contract automation with AI
Contracts, client files, document verification and compliance: Workix reviews, coordinates and follows up on legal work with your policies.
Use cases
What Workix automates in Legal
Start with one and add the rest on the same platform, with the same data.
01
Contract review
Reviews every contract against your policies, flags non-standard clauses and coordinates approvals and signatures.
How it works
- 1Receive contracts and retain original versions.
- 2Identify clauses for review using your criteria.
- 3Route findings to the responsible lawyer.
What your team gets
Prepared reviews with document references.
Review · CT-0915
ExampleWorkix
The breach penalty is missing. I suggested the standard clause.
02
Expirations and renewals
Tracks every contract's term and warns you in time to renew, renegotiate or cancel.
How it works
- 1Record expiry dates and renewal terms.
- 2Schedule advance reminders to owners.
- 3Keep decisions and updated document versions.
What your team gets
Expirations with assigned next actions.
Expirations · CT-0915
ExampleWorkix
It expires in 30 days. Renew or renegotiate?
Legal
Renegotiate.
03
Complete client files
Requests the documents regulation requires from your clients, follows up and sends reminders until the file is complete.
How it works
- 1Define requirements by client and service.
- 2Classify documents and request missing items.
- 3Prepare forms and route files for review.
What your team gets
Documentation organized by file.
Client file · Client 2207
ExampleWorkix
2 of 9 documents missing. Reminder sent to the client.
04
Document verification
Extracts data from IDs, proofs of address and deeds, and validates it against official sources.
How it works
- 1Extract fields and retain source documents.
- 2Check enabled sources and compare information.
- 3Route discrepancies for review before file approval.
What your team gets
Checks with documented sources and outcomes.
Verification · ID
ExampleWorkix
Name, date of birth and expiry match the file.
05
Compliance and audit
Gathers evidence automatically and records every step, ready for an audit.
How it works
- 1Link controls to owners and evidence.
- 2Request updates before each review.
- 3Record findings and authorized resolutions.
What your team gets
Evidence available to the review team.
Audit · Third quarter
ExampleWorkix
48 pieces of evidence gathered, each with its date and owner.
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