The operating problem
Legal teams need AI to work from authoritative sources and matter context, but every output still needs professional review.
Solution Playbook
Legal workflows
Move from matter intake to source-backed research, draft client communications, closing checklists, deadline reviews, and lawyer-approved work product.
Lawyer review
required for legal outputs, client communications, notices, research conclusions, and filing decisions
6
systems and data sources in the playbook
6
repeatable workflow steps before approval
4
control points for human review
Customer profile
Who this is for.
Law firms and legal teams that need controlled AI assistance across legal research, matters, real estate workflows, client files, and email.
The OpenTeam outcome
OpenTeam prepares source packs, research memos, matter checklists, client drafts, and closing work queues for lawyer approval.
Connected systems
What OpenTeam connects for this workflow.
Available connectors and built-on-request integrations are separated on purpose, so customers can see the current starting point and the custom scope for rollout.
6 Available 0 Built on request
Westlaw Canada
AvailableAuthorized legal research, documents, KeyCite, history, and Canadian Abridgment digest coverage.
CanLII
AvailableCanadian case law, legislation, and citator metadata for public legal research workflows.
Clio
AvailableMatters, contacts, billing context, and practice management data.
Lawyer Done Deal and Realti
AvailableReal estate workflow context, transaction steps, and closing support.
A2AJ Canadian Legal Data
AvailablePublic Canadian court decisions and statutes for broader source packs.
Email and OneDrive
AvailableClient email, matter files, drafts, closing documents, and source folders.
Daily workflow
How the work runs.
These are the repeatable steps a customer can turn into a Team workflow, skill, or managed review process.
01
Intake the matter
Read the client email, matter record, uploaded documents, deadlines, parties, and requested outcome.
02
Search authoritative sources
Use selected research systems and public legal data to assemble relevant cases, statutes, metadata, and citator context.
03
Prepare a source pack
Create a list of sources, excerpts, relevance notes, and open verification questions for lawyer review.
04
Draft legal work product
Prepare a research memo, client letter, matter checklist, closing checklist, or issue summary from the approved context.
05
Review deadlines and obligations
Flag limitation, filing, closing, notice, renewal, or follow-up dates from matter files and source documents.
06
Keep lawyer approval central
Hold legal conclusions, client communications, filings, and notices for qualified professional review.
Ask OpenTeam to
Copyable customer requests.
Prepare a source-backed research memo for this issue and list the sources that need lawyer verification.
Read this client intake email and matter file, then draft a checklist of missing facts and documents.
Create a real estate closing checklist from the matter context and flag unresolved items before closing.
Draft a client update letter, but mark every legal conclusion that requires lawyer review.
Expected outputs
What the workspace produces.
Source-backed research summary
Matter intake checklist
Draft client letter
Closing checklist
Deadline and obligation review
Source pack for lawyer approval
Approval controls
Where people stay in the loop.
OpenTeam is not a law firm and does not provide legal advice.
Legal research, client communications, filings, and notices require qualified lawyer review.
External messages and document changes remain approval-gated.
Research outputs should include source links and verification questions.
Rollout path
How to start.
1
Start with one matter type, approved research sources, and a defined review owner.
2
Connect matter management, email, and document folders before adding more legal workflow systems.
3
Convert repeated research, intake, real estate, and follow-up steps into reusable legal Team skills.
Legal industry page
This playbook explains operational legal workflows. The dedicated legal industry page covers the broader Legal AI package, research-source story, and legal app positioning.
Related playbooks
Build the next workflow around it.
Files to workflow
OneDrive and document operations
Search, read, summarize, organize, and produce work from OneDrive, SharePoint, Google Drive, Office files, PDFs, and email attachments.
Inbox to action
Email operations
Turn Gmail and Outlook threads into sourced answers, draft replies, task handoffs, and follow-up logs.
Meetings and reminders
Calendar and scheduling
Prepare meetings, propose times, draft agendas, manage follow-ups, and keep recurring reminders tied to source context.
OpenTeam prepares operational work inside a Team workspace. Customers remain
responsible for professional review, compliance decisions, and final approvals.
Talk to sales