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Workflow Agent Builder

Contract of sale reviewDraft saved just now···
Step 1·Prompt

Review the contract for sale against the title search and the strata plan.

Step 2·Legal Sources

Conveyancing Act 1919 (NSW) · the firm’s special conditions checklist

Step 3·Playbook

Review documents against your firm’s positions and standards.

Step 4·DeliverFinal

A draft advice letter in Word, and a summary in chat.

Your firm’s way, at scale. Agents built from how your lawyers work, run across every matter and brought back for review.

Run your firm’s process on any matter

Every workflow agent your firm builds sits in one library, ready for anyone to run from any matter.

Contract review

Harbour Lane Lawyers

Pre-settlement checks

Claire Donnelly

Disclosure follow-up

Penny Nash

Records follow-up

Rachel Pike

Chronology

Donna

Lease option notice

YouDraft
One library
Contract reviews, disclosure follow-ups, chronologies and checks, all in one place.
Anyone can run it
A paralegal runs it the same way a partner would.
Built by your firm
Each agent carries the name of the lawyer who made it.

Watch each step as it happens

What it read, what it searched and what it is writing, in the matter, while it works.

You

Run Pre-settlement checks.

Donna

Thinking
Plan
  • Order the title search
  • Compare it with the contract
  • List what to clear before settlement
Workflow Agent: Pre-settlement checks
Title searchvia InfoTrack
Title search – 8-SP34512.pdf
Documents2 items
Contract for sale – 8-16 Selwick St.pdf
Strata plan SP34512.pdf

The vendors on title match the contract 1. Two things to clear: the mortgage must be discharged at settlement 2, and the easement for services isn’t on the strata plan 3.

2 files createdHide
The plan first
Every step laid out before it runs.
Sources you can open
Searches, documents and results, each one openable.
Files back
Word and Excel documents, filed in the matter.

Get the work back ready for review

The marked-up agreement and the advice email wait on the matter’s Work board for your call.

Kinfolk Skincare · Pacific Labs manufacturing agreement

5 changes applied · 2 open items

New

Donna working

Waiting on client

Ready for review

Done

Send emailCommercial contracts2 open in the review
From:Claire Donnelly (claire@harbourlane.law) ⌄
Pacific Labs manufacturing agreement – marked up.pdf214 KB
Aptos11ABIU

Claire Donnelly

Senior Associate

Harbour Lane Lawyers, Sydney

claire@harbourlane.law

On the Work board
Running, needs your input or ready for review, at a glance.
Ready to send
Emails drafted in Outlook, with the documents attached.
Your call
Nothing leaves the firm until a lawyer approves it.

Run it on every matter at once

Workflow agents move each matter through its stages, so every claim or conveyance gets the same work.

Matters

· Personal injury

Stage 1: Intake and screening2

Stage 2: Investigations and file completeness2

Stage 3: Treatment and recovery2

Stage 4: Claim and negotiation1

Stage 5: Litigation1

Many matters
The same agent working across the whole practice.
Stage by stage
Each stage runs the work that belongs to it.
Nothing missed
Every matter gets every step, every time.

Keep the firm’s standard in every run

Each run applies your playbook, clause by clause, and says why each one passed or failed.

Contract for the sale and purchase of land

TERMMEANING OF TERMvendor’s agentSeaside & Co Real Estate, BondivendorRyan Kowalski and Mia Kowalskivendor’s solicitorBeacon Legal, 42 Hall Street, Bondi Beach NSW 2026date for completion42nd day after the contract date (clause 15)land8/16 Selwick Street, Bondi NSW 2026
Lot 8 in Strata Plan 34512 · Folio Identifier 8/SP34512× VACANT POSSESSION   subject to existing tenanciesimprovements HOUSE   garage   × home unit   × carspaceinclusions× blinds× dishwasher× light fittings× built-in wardrobes ceiling fans× stovepurchaser—price$deposit$ (10% of the price, unless otherwise stated)contract date(if not stated, the date this contract was made)

List of documents

× title search× strata plan SP34512× section 10.7(2) certificate land tax certificate

Special condition 9. Interest on late completion at such rate as may be prescribed from time to time pursuant to the Uniform Civil Procedure Rules 2005 (NSW).

Playbook review

Reviewed with Residential purchase (NSW) v4

All12Not acceptable1Needs review4Acceptable7
  • Land tax certificateNot in the list of documents. Ask for it to be marked and provided.
  • Deposit10% of the price. Hannah asked for less; propose 5%.
  • Special condition 9Late interest at the court rate. Your position is 7% per annum.
  • InclusionsCeiling fans are in the listing but not marked on the contract.
  • Easement for servicesOn the title (DP556781) but not shown on the strata plan. Raise before exchange.
  • Completion, 42 daysStandard position
Your playbooks
Your positions on every contract, applied the same way.
Your precedents
Every draft starts from your own templates.
Your sources
The legislation and checklists your lawyers choose.
Build an agent that reviews a contract for sale against our checklist and drafts the advice letter.
Contract for sale review

Step 1 · Prompt

Review the contract for sale against the title search and the strata plan.

Step 2 · Legal Sources

Conveyancing Act 1919 (NSW) · the firm’s special conditions checklist

Step 3 · Playbook

Residential purchase (NSW) v4

Step 4 · Deliver

A draft advice letter in Word, and a summary in chat.

Builder

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