AI Agent for Legal Teams Using Curated
Connect Curated to Vayan AI and automate your most time-consuming Legal workflows — no coding required.
Contract reviewed. Risk memo queued for partner sign-off:
Customer
“Counterparty sent their NDA — please review before tomorrow's call. We're hoping to sign this week.”
Agent draft · in your tone
Reviewed. Three deviations from our template: (1) non-mutual confidentiality — recommend pushing to mutual; (2) 5-yr survival clause is unusually long, propose 3-yr; (3) governing-law NY vs. our standard DE — discuss with client. Redline + memo attached for partner review.
How does Curated work for legal teams?
Curated works for legal teams as the engine behind an Vayan AI agent built around the workflows that actually consume your week. The agent reads context from Curated and the other systems your legal operation depends on, runs the routine work in the background, and surfaces only the cases that need a human decision. AI continuously tests subject lines, send times, and content variations — scaling winners and pausing underperformers automatically. Teams typically see faster document review once the agent is in production. Setup is no-code, every action is auditable, and the agent is scoped to the rules your legal team defines — not a generic template applied to your business.
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Read the inbound ticket and classify the topic
- 2Pull the customer's plan, history, and SLA
- 3Draft a response in your support team's voice
- 4Resolve directly or hand off with full context
Get started in three steps
Connect Curated
Authorize Curated and Vayan AI syncs your lists, campaigns, and analytics data in minutes.
Build Campaign Automation
Create AI-driven workflows triggered by Curated events — new subscribers, email opens, or campaign milestones. For legal teams, this typically means routing workflows from tools like Clio alongside Curated.
Optimize & Measure
AI continuously optimizes your Curated campaigns while tracking engagement, conversions, and ROI.
Reviewed. Three deviations from our template: (1) non-mutual confidentiality — recommend pushing to mutual; (2) 5-yr survival clause is unusually long, propose 3-yr; (3) governing-law NY vs. our standard DE — discuss with client. Redline + memo attached for partner review.
Customer reports a duplicate charge; refund queued, awaiting confirmation.
Customer asking what's included on the Growth plan vs. Pro.
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Acme Holdings9:14 AM
Customer marked the resolution as helpful.
- Agent9:12 AM
Sent reply on ticket Doc · NDA-Acme-v4.docx.
Reason: Confidence above auto-send threshold; voice match passed; SLA at-risk.
- Agent9:11 AM
Drafted reply in your team's voice.
- Agent9:10 AM
Pulled customer plan, prior tickets, and account context.
- Agent9:09 AM
Triaged Doc · NDA-Acme-v4.docx as the matching topic.
Frequently asked questions
All data exchanged between Curated and Vayan AI during legal processing is encrypted in transit and at rest. We use OAuth for Curated access, maintain complete audit trails, and follow enterprise-grade security practices for legal compliance.
No coding required. The no-code builder walks you through connecting Curated and configuring legal-specific automation rules visually. Your legal team can set up and manage Curated workflows without any developer involvement.
Yes. Vayan AI supports 1,500+ integrations, so your legal workflows can span Curated and every other tool in your stack. A single automation can pull legal data from Curated, process it, and push results to CRMs, databases, or communication platforms.
Manual legal workflows involving Curated require constant context-switching, copy-pasting, and status tracking. Vayan AI eliminates this by handling legal tasks in real-time as Curated events occur — running 24/7 with consistent accuracy.
Vayan AI uses Curated as a structured surface for the operational work behind contract review that eats associate hours without adding value. Instead of your legal team coordinating manually, the agent listens for the right Curated events, takes the next action, and escalates only when judgment is required — turning a recurring drain into a measurable workflow.
For legal teams, the highest-leverage automations on top of Curated target intake and conflict checks that delay engagement letters and the routine Curated-mediated work that surrounds it. An Vayan AI agent runs those flows continuously, captures the audit trail in Curated, and frees your team to focus on the cases that actually need human attention.
When the AI hits a scenario outside its configured rules for your legal workflow in Curated, it escalates to your team with full context — the Curated record, what was attempted, and why it needs review. Your legal pipeline never stalls.
Yes. Vayan AI scales from solo operators to enterprise legal teams. Start with one Curated-powered automation for your legal workflows and expand as you see results — pricing and capacity grow with your legal business needs.
You can automate the full range of legal workflows through Curated — lead processing, data entry, document handling, customer communications, and reporting. The AI agent reads from and writes back to Curated so your legal data stays centralized.
Yes. You can run legal workflows in test mode using sample Curated data before activating on live records. This lets you verify every automation rule works correctly with your legal processes before it touches real Curated data.
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