Transforming Legal Workflows with AI Agents: Webinar Recap

AI Agents in Legal: A New Era for Law Firms

The legal industry is evolving fast. AI agents for legal workflows are helping firms automate time consuming repetitive tasks – freeing up lawyers to focus on higher-value work.

In our recent webinar, Transforming Legal Workflows with AI Agents, experts from ChapsVision and Sinequa for Legal shared how firms can securely deploy agentic AI at scale. Here’s what you need to know.

Beyond the AI Hype: The Only Legal Solution That Actually Delivers

Nearly 80% of law firms plan to integrate generative AI into their practices. But most firms have not deployed a solution yet as they still struggle with:

• Data security – AI must respect confidentiality and GDPR
• Data silos – Legal knowledge is spread across DMS, SharePoint, CRMs, and matter management systems.
• Scaling AI adoption – Firms need solutions that work across millions of documents.
• Trust – Lawyers need answers backed by citations, not “black box” outputs.

Sinequa for Legal and its legal specific AI agents solve all these challenges while acting as digital paralegals-planning, executing, and delivering reliable results.

How Sinequa for Legal Works

Sinequa for Legal Retrieval-Augmented Generation (RAG) by combining Enterprise Search with Generative AI (GenAI). The platform connects to 200+ data sources, indexing DMS, contracts, and matter management systems-while enforcing permissions and ethical walls.

From this foundation, Sinequa for Legal delivers four powerful modules:

• Search – Unified search combining semantic and statistical methods across all enterprise knowledge.
• Assistance – Conversational Q&A grounded in firm-specific data, eliminating unreliable “hallucinations.”
• Workspaces – Collaborative environments to upload, combine, and analyze documents with embedded AI workflows.
• AI Agents & Orchestrator – Intelligent workflows that automate tasks such as drafting, clause comparison, due diligence reviews, and client follow-ups.v

Demo Highlights: Real-World Use Cases

During the webinar, Irene Margarit, Search Cloud Engineer at Sinequa by ChapsVision, showcased two practical use cases:

1. Due Diligence Automation

• Uploaded a full data room into a dedicated workspace.
• AI agent extracted risk-related clauses (e.g., change of control, uncapped liability) from English and French contracts.
• Results were presented in a clear, source-linked table, even from scanned PDFs.
• Outcome: Faster, more reliable review and prioritization of high-risk contracts.

2. Clause Drafting for M&A

• While drafting an SPA clause on employee benefits compliance, the user searched for relevant precedents across past contracts and e-mail threads.
• AI highlighted similar clauses in previous M&A matters.
• Using these documents as context, the assistant drafted a tailored, reusable clause, grounded in firm-specific history.
• Outcome: Eliminated “blank page syndrome” and accelerated first-draft creation.

What Makes Sinequa for Legal Different

Compared to emerging AI-first legal tech startups, Sinequa’s strength lies in its robust search and indexing capabilities at enterprise scale. With clients indexing hundreds of millions of documents, the platform is proven to handle high volumes securely.

Key differentiators include:

• RAG-based grounding to reduce hallucinations, with full citation traceability.
• Extensive enrichment pipeline extracting entities, taxonomies, and metadata to improve relevance.
• Flexibility to integrate with any LLM (OpenAI, in-house, or domain-specific models).
• Scalability across firms of all sizes and practice areas.

The Bottom Line

AI agents in legal aren’t about replacing lawyers-they’re about augmenting expertise. By automating repetitive tasks, law firms can deliver faster, smarter, and more cost-effective services.

As Irene Margarit, Search Cloud Engineer at ChapsVision, noted:

“The goal isn’t to change legal workflows, but to make them faster, smarter, and more reliable.”