Sensitive legal replies: partner review before release
For each client email received by the firm, the AI summarises the issue and writes a cautious draft. Emails touching litigation, deadlines, liability or fees go to a partner for review before the draft is released; routine ones go straight to drafts. Nothing is ever sent, and no legal advice is given by the AI.
- By
- Loop & Roll team · Official
- Copied
- 0 times
- Steps
- 8
- Version
- 1 · 18 October 2026
- Requires
- Loop & Roll 1.0.0 or later
Workflow graph
How it works
-
1
Client email received
trigger.email -
2
Summarise the issue
ai.summarize -
3
Is it sensitive?
ai.categorize -
4
Draft a cautious reply
ai.compose -
5
Sensitive?
flow.if -
6
Partner review
flow.approval -
7
Save the reply as a draft
mail.send -
8
Alert the associate
notify.send
What you will fill in after import
Nothing personal travels with a template: connections, mailboxes, tables and recipients are left blank for you to pick in your instance.
- Mailboxes to choose
- Save the reply as a draft · mailbox
- Connections to choose
- OpenAI · connection (llm_provider)
- Secrets to fill in
- Alert the associate · webhookUrl
See also
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