Legal Recipes - Humaniq

These recipes provide approval workflows for legal operations, with focus on document control, audit trails, and compliance requirements.

Contract Review
Court Filings
Document Classification
Legal Hold

Contract Review

Manage AI-generated contract reviews with legal oversight.

const reviewContract = needsHumanApproval({
  type: 'async',
  title: 'Contract Review',
  ask: (args) => `Review AI-generated contract for ${args.clientName}`,
  autoApprove: async (args) => args.riskLevel === 'LOW'
})

const reviewContract = needsHumanApproval({
  type: 'async',
  title: 'Contract Review',
  ask: (args) => {
    const priority = args.value > 100000 ? '🔔 HIGH VALUE: ' : '';
    return `${priority}Review AI-generated ${args.contractType} for ${args.clientName}`;
  },
  // Route based on contract type and value
  approvers: (args) => {
    const approvers = [];
    
    // Value-based routing
    if (args.value > 100000) {
      approvers.push({ name: 'Senior Legal', email: 'senior-legal@company.com' });
    }
    
    // Type-based routing
    if (args.contractType === 'PARTNERSHIP') {
      approvers.push({ name: 'Business Affairs', email: 'biz-affairs@company.com' });
    }
    
    return approvers.length ? approvers : [{ name: 'Legal Team', email: 'legal@company.com' }];
  },
  approvalArguments: {
    contractType: {
      type: 'string',
      value: args.contractType,
      label: 'Contract Type',
      editable: false
    },
    content: {
      type: 'longString',
      value: args.generatedContent,
      label: 'Generated Content',
      editable: true
    },
    riskAnalysis: {
      type: 'longString',
      value: args.riskAnalysis,
      label: 'AI Risk Analysis',
      editable: false
    },
    deviations: {
      type: 'longString',
      value: args.templateDeviations,
      label: 'Template Deviations',
      editable: false
    }
  },
  // Additional context links
  links: (args) => [
    { label: 'Original Template', url: `/templates/${args.templateId}` },
    { label: 'Client History', url: `/clients/${args.clientId}` },
    { label: 'Similar Contracts', url: `/contracts/similar/${args.contractType}` }
  ]
})

When to use this

AI-generated contract review
Template deviation approval
High-value contract oversight
Non-standard term review

Best practices

Include comprehensive risk analysis
Highlight template deviations
Maintain approval audit trail
Document review decisions

Court Filing Review

Manage court filing approvals with deadline awareness.

const reviewCourtFiling = needsHumanApproval({
  type: 'sync',
  title: 'Court Filing Review',
  ask: (args) => {
    const deadline = new Date(args.filingDeadline);
    const hoursLeft = Math.round((deadline - new Date()) / (60 * 60 * 1000));
    const urgent = hoursLeft < 24 ? `⚠️ URGENT (${hoursLeft}h left): ` : '';
    
    return `${urgent}Review ${args.filingType} for case ${args.caseNumber}`;
  },
  approvalArguments: {
    filingType: {
      type: 'string',
      value: args.filingType,
      label: 'Filing Type',
      editable: false
    },
    jurisdiction: {
      type: 'string',
      value: args.jurisdiction,
      label: 'Jurisdiction',
      editable: false
    },
    content: {
      type: 'longString',
      value: args.filingContent,
      label: 'Filing Content',
      editable: true
    },
    citations: {
      type: 'longString',
      value: args.citations,
      label: 'Citations Check',
      editable: true
    },
    deadline: {
      type: 'date',
      value: args.filingDeadline,
      label: 'Filing Deadline',
      editable: false
    }
  },
  // Route to jurisdiction experts
  approvers: (args) => {
    const jurisdictionExperts = {
      'CA': { name: 'California Team', email: 'ca-legal@company.com' },
      'NY': { name: 'New York Team', email: 'ny-legal@company.com' }
    };
    return [jurisdictionExperts[args.jurisdiction] || 
            { name: 'Legal Team', email: 'legal@company.com' }];
  }
})

Approval timeout is automatically adjusted based on filing deadlines to ensure timely reviews.

Document Classification

Approve AI-suggested document classifications and retention policies.

const classifyDocument = needsHumanApproval({
  type: 'async',
  title: 'Document Classification',
  ask: (args) => `Review classification for document ${args.documentId}`,
  approvalArguments: {
    suggestedClass: {
      type: 'string',
      value: args.aiClassification,
      label: 'AI Classification',
      editable: true
    },
    confidence: {
      type: 'number',
      value: args.aiConfidence,
      label: 'AI Confidence Score',
      editable: false
    },
    retention: {
      type: 'string',
      value: args.retentionPolicy,
      label: 'Retention Policy',
      editable: true
    },
    keywords: {
      type: 'string',
      value: args.extractedKeywords.join(', '),
      label: 'Extracted Keywords',
      editable: true
    }
  },
  // Auto-approve high-confidence classifications
  autoApprove: async (args) => args.aiConfidence > 0.95
})

Classification Types

Privileged communications
Confidential materials
Public records
Discovery documents
Internal memos

Legal Hold Management

Handle legal hold implementations and modifications.

const manageLegalHold = needsHumanApproval({
  type: 'sync',
  title: 'Legal Hold Management',
  ask: (args) => `Approve ${args.action} legal hold for matter ${args.matterId}`,
  approvalArguments: {
    scope: {
      type: 'longString',
      value: args.holdScope,
      label: 'Hold Scope',
      editable: true
    },
    custodians: {
      type: 'longString',
      value: args.custodians.join('\n'),
      label: 'Affected Custodians',
      editable: true
    },
    duration: {
      type: 'string',
      value: args.estimatedDuration,
      label: 'Estimated Duration',
      editable: true
    },
    holdReason: {
      type: 'string',
      value: args.reason,
      label: 'Hold Reason',
      editable: true
    }
  },
  // Always require approval for hold removal
  shouldSeekApprovals: async (args) => {
    return args.action === 'REMOVE' || args.custodians.length > 10;
  },
  // Notify compliance team
  onApprovedCallbackUrl: 'https://compliance.company.com/legal-hold-notification'
})

Critical Actions

Hold implementation
Scope modifications
Custodian additions/removals
Hold termination

Next Steps

Compliance Integration

Explore healthcare approval workflows

Document Management

Explore financial approval workflows

​Contract Review

​Court Filing Review

​Document Classification

​Legal Hold Management

​Next Steps

Compliance Integration

Document Management

Contract Review

Court Filing Review

Document Classification

Legal Hold Management

Next Steps