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Company rollout
Governance and access
Review standards, output accountability, and access controls for legal work in 8rney
Governance for AI-assisted legal work is not about writing a giant policy document. It is about making the team safe to work quickly under normal time pressure — knowing what needs review, who approves what, and where to find the output later.
Decisions to make before broad rollout#
- Who can create matters and who should only contribute within existing ones.
- Which document types may be uploaded — and whether any require special handling (litigation-privileged material, client confidential files, regulated data).
- Which outputs can be shared internally without additional approval.
- How the team distinguishes exploratory AI output from final approved work product.
- Who provides legal review before any output leaves the firm.
Access model#
Workspace admin
Full access to all matters, settings, and user management. Responsible for onboarding and access hygiene.
Member
Access to their own matters and any shared matters. Can create new matters, upload documents, and use all AI features.
Viewer
Read-only access to specific matters — useful for stakeholders who need visibility but should not be creating or editing.
Output review standards#
Set clear rules for what level of human review is required before different types of AI output are used:
| Output type | Minimum review |
|---|---|
| Internal research note | Legal lead spot-check |
| Client-facing advice | Full lawyer review and sign-off |
| Contract draft for negotiation | Lawyer review and partner approval |
| Filing or court submission | Independent review by supervising lawyer |
| Playbook findings report | Legal lead review before sharing with client |
Document handling rules#
- Do not upload documents that are subject to third-party confidentiality restrictions unless your firm has confirmed that 8rney usage is within the scope of that agreement.
- Treat the Library as internal infrastructure — apply the same care you would to any shared internal document system.
- SLP and review outputs are work product. Mark them clearly as drafts until they have been reviewed and approved.
AI transparency rules#
- Research answers are not legal advice. Make this clear to any internal stakeholder who receives an 8rney research output.
- Playbook benchmark reports are AI analysis. They flag deviations against your firm's standards — they do not replace lawyer judgment about commercial risk.
- Drafts generated by 8rney are starting points, not finished work. The lawyer who submits or signs off on the final document owns it, regardless of how it was produced.
A small set of reliable, operational rules is more useful than a large policy nobody can remember during a live transaction. Keep governance instructions short enough to fit on one page.
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