Does the agent replace the lawyer?

No. The agent works on reading, organizing, researching, and preparing the first version of a text. Legal reasoning, review, filing, and signature stay with the qualified professional, who remains responsible for the work.

Does it file or sign documents?

No. The agent prepares the material and hands it over for review. Nothing is filed or signed by the agent — the authority to act in a proceeding remains exclusively with the admitted lawyer.

What about professional confidentiality?

Each client's data is isolated per environment, and the duty of confidentiality is reflected in the contract. Processed content is not used to train UPX models or third-party models.

Do citations come with the source?

Yes. Every relevant finding comes with its source reference for verification. When the agent cannot find a basis for a statement, it flags the gap instead of filling it in.

Does it connect to the systems we already use?

Yes. The agent works on the repositories and tools your company already uses, such as SharePoint, Google Drive, text editors, and e-signature platforms. Permissions define what it can query and where it can execute actions.

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 systems involved and your operating rules. The starting point is mapping the routines that consume most of the team's time and configuring the agent for those, expanding the scope as results come in.

Secure AI Agent · Legal

AI applied to
legal routines

A specialist configured to read documents, organize information, and prepare the first version of legal work within the rules, permissions, and systems defined by your company.

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+1,400 integrations available

Companies that trust UPX

Capabilities

What the Legal Agent
can do

Main areas of work for the Legal AI Agent in your operation.

Contract analysis

Read contracts, identify key clauses, and flag anything that departs from your company's standard.

Deadlines and obligations

Track expirations, renewals, and obligations set out in contracts.

Document reading

Summarize lengthy case files and documents, pointing to the source page of each finding.

Version comparison

Compare versions of the same document and highlight the relevant changes.

First drafts

Structure drafts and documents in the current template, for the team to review.

Request triage

Classify requests that reach the legal team and gather the information they require.

Skills

Capabilities that compose the specialist

Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.

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Contract review and analysis: Identifies key clauses and deadlines and prepares the points for review.
Contract deadline control: Tracks expirations, renewals, and obligations set out in contracts.
Version comparison: Highlights the changes between versions of the same document.

How it works

From request to delivery,
with review at every step

Connect your repositories, define what the agent can do, and let the reading and drafting work happen within your operation's limits.

Connect your operation's repositories: The agent works where the documents already are.Connect contracts, templates, management systems, and repositories so the Secure AI Agent has access only to what it needs to execute each task.
Ask for the work: Talk to the agent in natural language.Request a review, a comparison, or a triage through the available channels. The agent understands the context, applies the configured skills, and follows the rules defined by your company.
The agent prepares. Your team reviews.: From request to delivery, with accountability preserved.The agent queries documents, organizes information, and prepares the material within the defined permissions. Review, legal reasoning, and signature stay with the responsible professional.

Integrations

Connected to the tools that are part of your legal operation

The Legal AI Agent can query documents and run tasks in the systems your company already uses.

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Flow

What goes in,
what the agent does, and what comes out

From the raw document to prepared material, following your company's rules and permissions.

Inputs

ContractPDF
DraftDOCX
Current templateDOCX

Processing

Secure AI Agent

Processing the task

Read
Compare
Check clausesrunning
Prepare

Skill appliedRules checked

Output

Completed

Material prepared

Clauses outside the standard
Changes highlighted
Draft ready for review

Control

You define how far the Agent can act

Different actions can operate with different autonomy levels, always within your company's rules.

1
Query
Reads documents and answers with the source.
2
Prepare
Organizes information and flags discrepancies.
3
Request review
Waits for validation from the case owner.
4
Execute
Performs the action within the defined limits.

Levels are configured per type of action, according to each company's policy. Filing and signing always stay with the qualified professional.

Explore governance

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Put a Secure AI Agent to work.

Start on the platform or choose the plan that fits the pace of your operation.

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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.

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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 Legal Agent

What legal teams usually ask before putting an agent to work.

Does the agent replace the lawyer?
No. The agent works on reading, organizing, researching, and preparing the first version of a text. Legal reasoning, review, filing, and signature stay with the qualified professional, who remains responsible for the work.
Does it file or sign documents?
No. The agent prepares the material and hands it over for review. Nothing is filed or signed by the agent — the authority to act in a proceeding remains exclusively with the admitted lawyer.
What about professional confidentiality?
Each client's data is isolated per environment, and the duty of confidentiality is reflected in the contract. Processed content is not used to train UPX models or third-party models.
Do citations come with the source?
Yes. Every relevant finding comes with its source reference for verification. When the agent cannot find a basis for a statement, it flags the gap instead of filling it in.
Does it connect to the systems we already use?
Yes. The agent works on the repositories and tools your company already uses, such as SharePoint, Google Drive, text editors, and e-signature platforms. Permissions define what it can query and where it can execute actions.
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 systems involved and your operating rules. The starting point is mapping the routines that consume most of the team's time and configuring the agent for those, expanding the scope as results come in.

Secure AI Agent

Bring a Secure AI Agent to your legal operation

Talk to our specialists and see how to adapt this AI Agent to your processes, systems, and needs.

Talk to specialists

AI applied to legal routines

What the Legal Agent can do