AI for in-house counsel
Ultramarine Work runs in a matter folder on your computer. It redlines vendor paper against your playbook, abstracts signed contracts with their amendments into obligations registers, and drafts memos, minutes and litigation holds.
Legal-intake-2026-11-09.xlsxExampleLegal requests, week of Nov 9
- LR-1184ProcurementRidgeline supply agreementFlagged
Ridgeline still wants uncapped indemnity, so the redline holding our fees cap goes to the GC by Friday.
- LR-1187MarketingAnalytics vendor DPAWaiting
The DPA lacks the Article 28(3)(h) audit right, and our gap list is with the vendor’s counsel.
- LR-1190HROctober RIF separationsReady
All 12 agreements carry the OWBPA disclosures and the 45-day and 7-day periods and can go out.
- LR-1192FinanceFY26 audit inquiry letterReady
The ASC 450 schedule shows one probable loss of $340,000, and the response is due Nov 20.
How it works
- 1
Load the matter folder
Drop in the playbook and templates, the counterparty’s markup, the executed agreement with every amendment, the DPA and its security exhibit, prior memos and the litigation tracker. An export from your CLM works the same way.
- 2
Ask for the piece you need
You get the redline with its issues list, the register with notice dates computed from the amendments, the DPA gap matrix, the memo with its authorities. Each file flags anything it couldn’t find or reconcile instead of guessing.
- 3
Review every file it touched
Every clause and date traces to the document it came from, so you check substance rather than hunt for sources. What goes to the board, the auditors or the counterparty stays your call.
Inside the In-house Counsel mode
Contract drafting and redlining
Marks up the counterparty’s paper against the playbook, writes the issues list and drafts the fallback language you’ll offer.
Contract abstraction and obligations
Abstracts signed contracts with their amendments, works out which term survives a precedence conflict, and computes the renewal, notice and termination dates.
Data processing agreement review
Checks the vendor’s DPA and security exhibit for the Article 28 terms, the sub-processors and the breach clock, rather than taking the vendor’s word for it.
Legal memos and briefs
Drafts the objective memo for the CFO and, when the company is in court, the question presented, point headings and statement of facts.
Legal authority verification
Looks up the cases, statutes and rules a draft relies on and flags what it couldn’t confirm, so your cite-check starts from the open items.
Board minutes and resolutions
Produces minutes that show what the board considered and relied on, plus resolutions, written consents and secretary’s certificates that match the bylaws.
Entity management and annual filings
Keeps the entity register current, tracks good standing and annual report deadlines, and drafts the foreign qualification paperwork for each new state.
Cap table and term sheets
Builds the pro forma cap table, compares the term sheets and shows what each SAFE converts to before the round prices.
SEC periodic reports and disclosure
Drafts the 10-K sections against Reg S-K, rolls the disclosure forward each quarter and walks the 8-K trigger list within the four-business-day window.
Employment agreements and separation
Prepares offer letters, severance and releases, gets the OWBPA periods right, and drafts restrictive covenants for the states where you hire.
Worker classification and FLSA exemption
Works the FLSA and state tests for a role or contractor, sets out back pay exposure, and leaves the classification call to you.
HR policy and handbook
Rewrites handbook policies against federal and state requirements, adds the state addenda and checks the language against Section 7.
Regulatory applicability and change
Reads a new final rule against your operations and answers whether it applies, what the thresholds and compliance dates are, and which gaps to close.
Regulatory and compliance analysis
Drafts the DPIA, works the breach notification analysis against the clocks, and runs the sanctions review and anti-bribery diligence on third parties.
Compliance policies and procedures
Writes the policies a regulator or accreditor requires, such as the AML program or 2 CFR 200 procedures, traced element by element to the rule.
Privacy notices and state law comparison
Reconciles the website privacy policy to the data flows the business actually runs and compares the state privacy laws side by side.
AI governance and impact assessments
Classifies an AI system under the EU AI Act’s risk categories and Colorado’s ADMT rules, then drafts the impact assessment with the NIST crosswalk.
Investigation plan and findings report
Builds the investigation plan, evidence log and interview outlines, puts the Upjohn advisement in writing, and drafts findings on each allegation.
Demand letters and settlement
Drafts the time-limited demand, the mediation statement and the settlement agreement, and checks the release against the claim as it stands.
eDiscovery preservation and productions
Writes the litigation hold, scopes custodians and data sources, builds search terms with hit reports and runs the QC pass over a draft production.
Insurance coverage analysis
Maps the claim to the policy’s grants, exclusions and limits, drafts the tender and the coverage position, and finds the program’s gaps.
Legal department operations
Prepares the ASC 450 schedules behind the litigation reserves and drafts the responses to the auditors’ legal inquiry letter under the ABA Statement of Policy.
- Office skills
- Excel, Word, PowerPoint, PDF
- Tools
- Read, edit and write files, Search files, Run code, Search and read the web, View images
- Connectors
- SharePoint, Google Drive, Gmail, and additional custom connectors
- House style
- Your fonts, layouts and rules, on every file
Ask it for
“Redline Ridgeline’s supply agreement against our playbook and flag every position it breaks, starting with the uncapped indemnity and the one-times-fees cap.”
Supply-agreement-redline.docx“Abstract the signed Harborline logistics agreements and their amendments into an obligations register, with the last date to give notice before each renewal.”
Obligations-register.xlsx“Review the analytics vendor’s DPA, TOMs annex and sub-processor list, and flag every Article 28 term and SCC module we’re missing.”
DPA-gap-matrix.xlsx“Draft the separation agreement for the October RIF decisional unit, with the OWBPA disclosures and the 45-day and 7-day periods spelled out.”
Separation-agreement-and-OWBPA.docx“Plan the investigation of the payroll fraud complaint, start the evidence log and draft the Upjohn script and interview outlines.”
Investigation-plan-and-interviews.docx“Build the ASC 450 loss contingency schedule from the litigation tracker, then draft the response to the auditors’ inquiry letter for the fiscal 2026 audit.”
ASC450-and-audit-letter.docx
Who it’s for
Lawyers in a company's or nonprofit's legal department who take whatever the business brings, from a sole in-house lawyer to the general counsel.
Questions
Will using AI waive attorney-client privilege?
Not by itself, but treat any AI vendor as a third party you are disclosing privileged material to. The files Ultramarine Work works on are sent to Paper Instruments’ servers to be processed, so decide what goes in the folder the way you decide what goes to outside counsel. ACC’s survey of 456 in-house counsel found 56% believe AI tools could compromise privilege, and 7% had hit specific incidents, including privileged material typed into prompts.
Where does our privileged material go?
Ultramarine Work changes files only in the project’s folder. When a request needs it, it can read files elsewhere on your computer, never passwords, keys or app data, and you can turn that off in settings. The model runs on Paper Instruments’ servers, so the content it works on is sent there to be processed. Paper Instruments is SOC 2 Type II, and our security and compliance details are on our compliance page.
Does it train on our documents?
Paper Instruments doesn’t say whether it trains on customer content, so treat training as unresolved until they answer in writing. Ask what you would ask any vendor holding confidential material: does customer content train the model, how long is it kept, who are the sub-processors, is it retained for reuse. The ACC vendor checklist and ABA Formal Opinion 512 put that diligence on your side of the table.
Do I still have to verify the citations?
Yes, and the mode’s authority-verification skill helps you do it. It looks up the cases, statutes and rules a draft relies on and flags anything it couldn’t confirm, but you review every file it touched before anything leaves the department. A $5,000 Rule 11 penalty in Mata v. Avianca for fabricated cases shows what a missed check costs, and the Tenth Circuit’s proposed rule would make filers certify human verification of every authority in an AI-assisted filing.
Can business teams run contracts through it without legal?
They can run it, but letting them is a policy decision that belongs to you and your compliance team. It drafts for whoever uses it, gives no legal advice and never makes the professional decision, so a procurement manager reviewing their own paper has no lawyer behind the answer. The alternative is that manager pasting the contract into a free chatbot, which is the shadow AI risk your controls need to catch. Your policy sets what needs counsel’s review before signature.