Secure AI Agent · In-House Legal
AI applied to
your company's contracts
A specialist configured to keep the contract portfolio under control, track corporate and data protection obligations, and deliver the first-pass review of a draft for whoever decides.
Companies that trust UPX
Capabilities
What the In-House Legal Agent
can do
Main areas of work for the In-House Legal and Contracts AI Agent in your company.
Contract portfolio
Organizes what is signed, with term and parties.
First-pass draft review
Flags non-standard clauses and the risk they open.
Terms and renewals
Warns about expiry, notice periods, and renegotiation windows.
Corporate obligations
Tracks minutes, powers of attorney, and entity paperwork.
Data protection controls
Maintains the processing inventory and privacy clauses.
Portfolio search
Finds the clause and answers with the document and page.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Draft review
- Compares against the house standard and lists what diverged.
- Term tracking
- Monitors deadlines, notice periods, and contracted adjustments.
- Processing inventory
- Records personal data processed, legal basis, and purpose.
How it worksFrom the received draft
From the received draft
to the signer's decision
Connect your sources, define what the agent can do, and keep the portfolio and deadlines under control.
- Connect the legal portfolio
- The agent works with the documents that already exist.Connect the contract folder, the corporate base, and the house templates so the Secure AI Agent has access only to what it needs to support in-house legal.
- Ask for the work
- Talk to the agent in natural language.Ask for a draft review, the contracts expiring this quarter, or a clause search through the available channels. The agent understands the context, applies the configured skills, and cites the source document.
- The agent flags. Legal decides.
- From review to signature, with control.The agent organizes, compares, and flags risk within the defined permissions. Legal opinions, clause negotiation, and signatures stay with the attorney and whoever holds representation powers.
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Integrations
Connected to where the contracts live
The In-House Legal Agent can query your portfolio and run tasks in the systems your team already uses.
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Flow
What goes in,
what the agent does, and what comes out
From a raw draft to a portfolio under control, following your company's standards and permissions.
Inputs
- Received draftDOCX
- House templatePDF
- Contract portfolioCSV
Processing
Secure AI Agent
Processing the task
- Read
- Compare
- Classifyrunning
- Prepare
Standard appliedDocument cited
Output
Completed
Review prepared
- Non-standard clauses flagged
- Terms and renewals mapped
- Passage located with document and page
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within your company's standards.
- 1
Query
Reads the portfolio and answers with document, clause, and page.
- 2
Prepare
Runs the first-pass review and drafts the findings.
- 3
Request review
Waits for validation from the legal owner.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action. Issuing opinions, negotiating clauses, signing documents, and representing the company always stay with the qualified attorney and authorized signatories.
Get started
Put a Secure AI Agent to work.
Start on the platform or choose the plan that fits the pace of your operation.
Security and compliance
Security that can be verified.
Certifications and attestations
UPX maintains SOC 2 Type II and ISO 27001, with independent audit over its information security controls.
Privacy and regulation
- LGPD
- Operations follow Brazil's Law 13.709/2018. In AI Agent contracts, UPX acts as data processor; the legal basis remains with your company.
- Zero Data Retention
- A product policy, not a certification: with compatible providers and configurations, processed content is not retained after execution.
- Retention and deletion
- The retention policy is defined by contract. Once the contract ends, data is deleted within the agreed period.
Frequently asked questions
Common questions about the In-House Legal Agent
What legal departments usually ask before putting an agent into their contracts.
Does the agent provide legal advice?
No. It performs the first-pass review: it flags the clause that departs from the standard, describes the risk, and cites the passage. The opinion, the strategy, and the decision belong to the qualified attorney.Does its review replace the attorney's review?
No. The first pass exists so the human review starts further along, with the points of attention already listed. Whoever signs remains responsible for reviewing the document.Does it sign contracts or act for us?
No. Signing, approving terms, and representing the company are acts of authorized signatories. The agent prepares the document and organizes the signature flow without executing it on its own.How does it help with data protection controls?
It maintains the processing inventory with legal basis and purpose, tracks privacy clauses across contracts, and flags where coverage is missing. Deciding the legal basis stays with the person accountable for it.Are the documents used to train models?
No. Content processed by Secure AI Agents is not used to train UPX models or third-party models.Can we audit what the agent did?
Yes. Every action is logged: what was queried, what was proposed, when, in which system, and under which permission. The history stays available for review and auditing.How long does it take to go live?
It depends on the state of the portfolio. Connecting the contract folder and starting with term tracking is quick; draft review improves once the house templates are mapped.
Secure AI Agent
Bring a Secure AI Agent to your in-house legal team
Talk to our specialists and see how to adapt this AI Agent to your processes, systems, and needs.