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Playbooks

What the matter team knows how to do: the built-in expertise the Orchestrator assigns per matter, the playbooks your runs proposed for your judgment, and a guided way to draft your own — nothing is ever promoted without you.

The matter team's built-in expertise. The Orchestrator Associate assigns playbooks per matter — they layer additively onto each specialist's role, and there is nothing to toggle here.

  • On-the-Fly Domain SynthesisOfficialApply when: The matter requires substantive expertise that none of the other listed skills squarely covers (an unfamiliar specialty, transaction type, industry, or regulatory regime).Suits: Orchestrator Associate
  • Intake, Triage, and Scope FramingOfficialApply when: A new request arrives that must be classified, scoped, and decomposed before substantive legal work begins.Suits: Orchestrator Associate
  • Matter Understanding and Fact MarshallingOfficialApply when: Accurate work depends on first assembling the matter's facts, parties, governing documents, jurisdiction, and posture.Suits: Orchestrator Associate · Research & Authorities
  • Legal Issue Spotting and TriageOfficialApply when: A document, transaction, dispute, or plan may carry legal implications that should be surfaced and prioritized.Suits: Orchestrator Associate · Issue-Spotter / Substantive Reviewer · Draft Agent
  • Privilege, Confidentiality, and Ethics ScreeningOfficialApply when: The work touches client facts, attorney communications, sensitive documents, conflicts, or potential external disclosure.Suits: Issue-Spotter / Substantive Reviewer · Risk & Consistency Reviewer · Completeness & Verification
  • Research Planning and Source HierarchyOfficialApply when: A question turns on current law, official guidance, market data, or other source-supported facts where authority and recency matter.Suits: Research & Authorities
  • Source-Controlled Legal ResearchOfficialApply when: The task calls for statutes, regulations, cases, procedural rules, agency guidance, or other legal authority to support analysis.Suits: Research & Authorities · Draft Agent
  • Business and Corporate ResearchOfficialApply when: The matter needs corporate background, counterparty diligence, market context, or business facts to inform legal or commercial analysis.Suits: Research & Authorities
  • Playbook Contract Review and RedliningOfficialApply when: A commercial agreement needs clause-by-clause review, risk scoring, redlining, or translation of issues into negotiation priorities.Suits: Draft Agent · Issue-Spotter / Substantive Reviewer · Risk & Consistency Reviewer · Completeness & Verification
  • Document Review and SummarizationOfficialApply when: The task is to summarize, extract obligations from, or surface issues in one or more documents for reliable downstream use.Suits: Issue-Spotter / Substantive Reviewer · Completeness & Verification
  • Disciplined Drafting and RedliningOfficialApply when: The task is to draft or revise an agreement, clause, memo, policy, or correspondence, or to produce alternative language.Suits: Draft Agent
  • Transaction and Closing Workflow SupportOfficialApply when: A deal, closing, or contract-approval process requires coordinating documents, conditions, signatures, and post-closing obligations.Suits: Draft Agent · Issue-Spotter / Substantive Reviewer
  • Corporate Governance Workflow SupportOfficialApply when: The matter involves entity authority, board or stockholder approvals, consents, minutes, or governance cleanup.Suits: Draft Agent · Issue-Spotter / Substantive Reviewer
  • Due Diligence Workflow SupportOfficialApply when: A transaction, financing, acquisition, or vendor assessment requires structured diligence, request lists, or data-room review.Suits: Research & Authorities · Issue-Spotter / Substantive Reviewer
  • Negotiation PreparationOfficialApply when: Someone is preparing for a negotiation, or an issue list or redline needs to be converted into a negotiation plan.Suits: Draft Agent · Risk & Consistency Reviewer
  • Stakeholder Communication DraftingOfficialApply when: The task is to draft a message, update, letter, or comment to a client, counterparty, regulator, or internal stakeholder.Suits: Draft Agent
  • Post-Task Review and Pattern CaptureOfficialApply when: Work has concluded (or a near miss occurred) and it is worth distilling what to reuse, standardize, or watch for next time.Suits: Completeness & Verification

Default assignments by specialist

The fallback expertise each specialist carries when the Orchestrator doesn't assign otherwise — actual runs may assign differently, and the run's own disclosure is the record.

  • Orchestrator AssociateOn-the-Fly Domain Synthesis · Intake, Triage, and Scope Framing · Matter Understanding and Fact Marshalling · Legal Issue Spotting and Triage
  • Research & AuthoritiesMatter Understanding and Fact Marshalling · Research Planning and Source Hierarchy · Source-Controlled Legal Research · Business and Corporate Research · Due Diligence Workflow Support
  • Draft AgentLegal Issue Spotting and Triage · Source-Controlled Legal Research · Playbook Contract Review and Redlining · Disciplined Drafting and Redlining · Transaction and Closing Workflow Support
  • Issue-Spotter / Substantive ReviewerLegal Issue Spotting and Triage · Privilege, Confidentiality, and Ethics Screening · Playbook Contract Review and Redlining · Document Review and Summarization · Transaction and Closing Workflow Support
  • Risk & Consistency ReviewerPrivilege, Confidentiality, and Ethics Screening · Playbook Contract Review and Redlining · Negotiation Preparation
  • Adversarial ReviewerAssigned per matter by the Orchestrator.
  • Completeness & VerificationPrivilege, Confidentiality, and Ethics Screening · Playbook Contract Review and Redlining · Document Review and Summarization · Post-Task Review and Pattern Capture
  • Statement-of-Law / Citation ReviewerAssigned per matter by the Orchestrator.