Does this require replacing our document management systems?

No. Fabriq drops in as a policy layer between agents and the systems you already use. Case files stay where they are; Fabriq decides, per request, which documents an agent can reach and what it may do with them.

Can access differ per attorney, case, and engagement?

Yes — policy resolves from the person the agent works for. An associate’s agent sees that associate’s cases, a screened attorney’s agent inherits the screen, and outside counsel’s access is limited to one workspace and ends with the engagement.

What happens when a case closes?

Access tied to the case ends with it. Agents, outside counsel, and temporary staff lose their access automatically, and the case record keeps the full history of who and what touched it.

What does the record show if work is challenged?

Every agent action carries who asked, what was accessed, and the verdict — a defensible trail you can query per matter, per person, or per time window.

Can risky actions wait for a human?

Yes — external sends and other sensitive actions can be held for sign-off while research and drafting flow freely; the hold and the decision are both logged.

Where do system credentials live?

In Fabriq’s vault, injected at call time — no passwords in prompts or configs on attorney laptops, and disconnecting a system cuts access immediately.

Department · Legal

Keep legal authority and sensitive information within clear boundaries

Control how agents access privileged information, create obligations, and act on the company’s behalf.

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The problem

Legal agents may review contracts, conduct discovery, summarize communications, or negotiate standard terms. These workflows involve privileged material, confidential data, retention requirements, and actions that may create legal or commercial obligations.

A document assistant that should summarize a contract may also have the technical ability to send it outside the firm, accept edits, or open unrelated cases.

Agentic Fabriq separates the ability to access information from the authority to take actions with real consequences.

Live workflow

See a real workflow, governed

Every agent below carries its own identity and acts for a real user. Watch every tool call route through Fabriq — then edit the workflow yourself.

An agent extracts key terms from an incoming contract, checks them against the legal playbook, and flags any off-playbook clause to counsel — it never emails the counterparty itself.

agent: contract-bot-01

Contract uploadedintake portal

Contract Review Agentcontract-bot-01 · for: counsel@acme.com

Agentic Fabriqidentity · policy · audit

Document Vaultread case files

Notioncheck playbook

Slackflag to counsel

Drag nodes, draw connections, add tools — every agent action routes through Fabriq. Try wiring the agent straight to a tool.

The stakes

Why this is hard today

01The assistant that summarizes contracts can technically also send them outside the firm or accept an edit — nothing but the prompt says otherwise.
02One broad search by a helpful agent can surface another client’s privileged files.
03An agent can accept terms or send a commitment no attorney has seen.
04When a case ends or outside counsel rolls off, the access their tools picked up quietly lives on.

Capabilities

How Fabriq helps legal teams

Restrict agents to specific cases, clients, document sets, or jurisdictions.Limits are set case by case, so an agent’s reach ends at the engagement it serves.

Keep one client’s case files from leaking into another’s.A broad question cannot pull in another client’s confidential files — those documents are simply out of reach.

Limit which terms an agent may propose, modify, or accept.Playbook boundaries become policy: nonstandard terms route to counsel instead of being silently accepted.

Require attorney approval before communications or agreements are finalized.Anything that creates an obligation or leaves the firm pauses for a named attorney’s sign-off.

Control external sharing and destination domains.Sends are checked against approved recipients and domains, blocking a privileged document from reaching the wrong inbox.

Record the source material, policy decision, and approval behind each action.Work product carries its provenance — which documents informed it, which rules applied, and who approved it.

Revoke access when a case closes or an outside party’s engagement ends.Access is tied to the engagement and ends with it, instead of living on in forgotten grants.

In practice

Example workflows

logged

A contract-review agent that can suggest edits but cannot accept nonstandard indemnification terms.

The agent proposes edits within the playbook; nonstandard indemnification terms are flagged to counsel, never accepted autonomously.

approval: human approval

An e-discovery agent limited to a defined legal hold and reviewer group.

Scope pins the agent to the hold’s document set and reviewer group, keeping collection defensible.

scope: scoped access

A legal-intake agent that can classify requests but cannot expose privileged advice.

Classification runs on the request itself; privileged advice stays outside the agent’s readable scope entirely.

scope: scoped access

An outside-counsel agent restricted to a single case workspace.

External counsel’s agent sees one case workspace, for the length of the engagement, and nothing else.

Business value

Faster legal workflows without giving agents uncontrolled access to privileged material or authority to bind the organization.

Questions

Keep legal authority and sensitive information within clear boundaries

See a real workflow, governed

Why this is hard today

How Fabriq helps legal teams

Example workflows

Common questions