Classify and secure legal documents automatically with AI

AI reads every incoming legal document, scores its risk, encrypts it accordingly, and files it in the right place automatically.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"new document received"]:::trig s0["classify document type and risk"]:::task s1["apply encryption and watermark"]:::task s2["file and set reminders"]:::task trig --> s0 s0 --> s1 gx{"× how risky is it"}:::gate s1 --> gx p00["route to quarantine folder"]:::task gx -->|"high risk"| p00 p10["file in hubspot or dropbox"]:::task gx -->|"standard document"| p10 jn{"○ set renewal reminders"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"encrypted document filed correctly"/]:::out pay{{"consistent compliant document handling"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
CRM & Sales PipelineDocument Processing & OCRSpreadsheet & Database OpsScheduling & CalendarFile & Cloud Storage
Connects
Google DriveOpenAIAirtableHubSpotDropboxSlackGoogle Calendar
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The problem it solves

New contracts and legal documents come in from email, uploads, and shared drives, and someone has to figure out what each one is, how sensitive it is, and where it needs to live. Get it wrong and a high-risk document ends up unprotected or a renewal deadline slips by unnoticed.

Who it fits

Legal, compliance, and operations teams handling contracts, NDAs, and other sensitive documents across multiple regions.

How it works

  1. Watches Google Drive, email, and file uploads for new documents
  2. Checks each document's fingerprint to skip duplicates
  3. AI classifies the document type, jurisdiction, and risk level
  4. Applies the matching encryption and watermark rules automatically
  5. Files it in HubSpot, Dropbox, or a quarantine folder and sets renewal reminders in Google Calendar
What you get

Sensitive contracts filed and protected correctly

You get every incoming legal document classified, encrypted, and filed in the right place automatically.

What you get

A securely encrypted, correctly filed document with renewal reminders set and a log entry recorded.

What you need

Google Drive, an OpenAI account, Airtable, HubSpot, Dropbox, Slack, and Google Calendar.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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