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Ryan Melade
ryan@yourai.com
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Good morning, Ryan. You have 3 new documents in the vault and 2 workflow runs completed overnight. Here's a summary of your most recent analysis.
R
Run a full risk assessment on the Meridian Capital NDA we received yesterday. Compare it against our standard playbook and flag anything non-standard.
I've completed the risk analysis on Meridian Capital NDA (v2, March 2026). I compared all 23 clauses against your firm's standard NDA playbook and flagged 3 non-standard provisions.
M&A Risk Assessment — Meridian Capital NDA
23 clauses analyzed · 3 flagged · Governing law: New York
High
Non-compete extends 36 months post-termination (standard: 12)
§ 7.2
Medium
Unilateral modification clause favoring disclosing party
§ 4.1
Low
Residuals clause absent — standard in your playbook
—
R
Good. Now pull precedents from our case library on 36-month non-competes in NY and draft a 1-page risk memo for Sarah.
Done. I found 4 relevant precedents from your case library and drafted the risk memo in your firm's template. Here's the status:
Research complete
Memo drafted
Filed to client folder
Sarah notified
Risk Memo — Non-Compete Analysis
1 page · Firm template · 4 precedents cited
The memo covers enforceability of extended non-competes under NY law, cites BDO Seidman v. Hirshberg and 3 additional rulings, and recommends negotiating the term down to 18 months with a geographic carve-out.
YourAI may produce inaccurate information. Always verify critical outputs. Private & encrypted.
Artifact Detail
Tags
Key Findings
3 non-standard clauses identified. The non-compete period of 36 months significantly exceeds the firm's standard 12-month threshold. Unilateral modification rights present asymmetric risk. Missing residuals clause noted.
Sections
Executive Summary
Clause-by-Clause Analysis
Risk Matrix
Recommendations
Workspaces
Manage your active and archived workspaces
3
Active
7
Total
1
Shared with You
4
Archived
Acme Acquisition
M&A due diligence workspace — 23 documents analyzed, 3 risk reports generated. Active workflow: Due Diligence Pipeline.
NovaTech Compliance
Regulatory compliance review — HIPAA and SOX audit preparation with 14 active documents and automated clause extraction.
Harrington Briefing
Client briefing prep — summary of key points for quarterly review. Last accessed 2 days ago.
Knowledge Graph
Explore entities, relationships, and AI-discovered insights
12
Entities
47
Relationships
3
New Insights
Acme Corp
Vendor Agreement
Risk Flag
NDA v2
Interactive graph visualization — click any node to explore connections
Recent Insights
| Insight | Source | Confidence | Discovered |
|---|---|---|---|
| Non-compete clause pattern across 3 NDAs | Acme, Meridian, NovaTech | 94% | 2 hours ago |
| Vendor Agreement links to 2 risk flags | Acme Corp graph | 91% | Yesterday |
| Missing indemnification clause in 4 docs | Document Vault | 87% | 2 days ago |
Clients
Manage client profiles, access control, and activity
Acme Corp
M&A client — 2 active workspaces, 23 documents. Primary contact: Janet Liu, VP Legal.
Meridian Health
Healthcare compliance client — HIPAA review in progress. 1 active workspace, 14 documents under review.
NovaTech Solutions
Technology vendor — contract review completed. Last activity 5 days ago. 8 archived documents.
Document Vault
128 files indexed · 4.2 GB stored · End-to-end encrypted
128
Total Files
4.2 GB
Storage Used
12
Uploaded Today
3
Pending Review
| Name | Type | Client | Modified | Size |
|---|---|---|---|---|
| Vendor_Agreement.pdf | Contract | Acme Corp | 1 hour ago | 2.4 MB |
| Meridian_NDA_v2.pdf | NDA | Meridian Capital | Yesterday | 1.1 MB |
| Risk_Memo_NonCompete.docx | Memo | Internal | Today, 9:17 AM | 340 KB |
| NovaTech_SOX_Audit.pdf | Audit Report | NovaTech | 3 days ago | 4.7 MB |
| Harrington_Briefing_Q1.pdf | Briefing | Harrington | 5 days ago | 890 KB |
| Due_Diligence_Checklist.xlsx | Checklist | Acme Corp | 1 week ago | 220 KB |
Reports and Deliverables
AI-generated reports, memos, and comparisons
12
This Week
2
Pending Review
38
Total Generated
M&A Risk Assessment — Meridian NDA
23 clauses analyzed, 3 flagged as non-standard. Confidence: 96.4%. Model: Legal-Lens-v2.
Risk Memo — Non-Compete Analysis
1-page memo with 4 cited precedents. Covers NY law enforceability and recommended negotiation terms.
Vendor Agreement Comparison
Side-by-side comparison of Acme vendor agreement v1 vs v2. 14 changes detected, 2 require attention.
Workflows
Automated pipelines for document analysis, review, and compliance
2
Running
14
Runs This Week
5
Templates
| Workflow | Status | Last Run | Runs | Avg Time |
|---|---|---|---|---|
| Due Diligence Flow | Running | Now | 8 | 4.2s |
| Contract Review Auto-run | Running | Now | 12 | 6.1s |
| Compliance Check Pipeline | Completed | Yesterday | 6 | 8.3s |
| Document Indexing Flow | Completed | 2 days ago | 23 | 2.1s |
| Risk Assessment Pipeline | Completed | Today, 9:14 AM | 5 | 4.8s |
Model Library
Configure and manage AI models for your workspaces
GPT-4o
Default model for general analysis, summarization, and document review. Optimized for speed and accuracy.
Use for new workspaces
Allow fine-tuning
Legal-Lens-v2
Private fine-tuned model for legal document analysis. Trained on your firm's playbooks, templates, and case history.
Active in workspaces
Auto-update training data
Claude 3.5 Sonnet
Available for complex reasoning tasks. Excellent at long-form analysis and nuanced legal interpretation.
Knowledge Packs
Industry-specific knowledge bases that enhance AI accuracy
Legal Pack
Comprehensive legal knowledge base covering contract law, M&A regulations, compliance frameworks, and case precedents across 50 US states.
Healthcare Pack
HIPAA compliance, clinical trial regulations, healthcare privacy frameworks, and medical terminology knowledge base.
Finance Pack
SEC regulations, financial modeling standards, investment banking terminology, and SOX compliance frameworks.
Prompt Templates
Saved and shared prompt templates for common tasks
Summarize Contract
Generate a structured summary of any contract including key terms, obligations, deadlines, and potential risks.
Risk Assessment
Run a comprehensive risk analysis against your firm's standard playbook and flag non-standard provisions.
Compare Documents
Side-by-side comparison of two documents with highlighted differences and change classification.
Draft Client Memo
Generate a professional client-facing memo using your firm's template with automatic precedent citation.
Reminders
Track deadlines, follow-ups, and upcoming tasks
3
Due Today
5
This Week
2
Overdue
Today — March 22
Follow up with Acme Corp — Send updated NDA with revised non-compete terms
Today
Review NovaTech compliance docs — SOX audit preparation documents need final sign-off
Today
Client billing review — Monthly billing reconciliation for all active clients
Today
Upcoming
NovaTech quarterly review — Prepare briefing document and presentation
Tomorrow
Compliance deadline — File updated compliance documentation with regulatory body
Mar 28
Audit Logs
Complete activity trail for compliance and security review
| Timestamp | User | Action | Resource | Details |
|---|---|---|---|---|
| Mar 22, 9:17 AM | Ryan Melade | Generated | Risk Memo — Non-Compete Analysis | Model: Legal-Lens-v2 · 6.8s |
| Mar 22, 9:14 AM | Ryan Melade | Analysis | Meridian Capital NDA v2 | 23 clauses · 3 flagged |
| Mar 22, 8:45 AM | Ryan Melade | Viewed | Vendor_Agreement.pdf | Duration: 4m 12s |
| Mar 22, 8:30 AM | Ryan Melade | Uploaded | Meridian_NDA_v2.pdf | 1.1 MB · Document Vault |
| Mar 22, 8:15 AM | System | Workflow | Due Diligence Flow | Auto-triggered · 3 docs processed |
| Mar 22, 7:00 AM | System | Workflow | Contract Review Auto-run | Scheduled · 5 contracts reviewed |
| Mar 21, 5:42 PM | Sarah Chen | Viewed | Acme_Due_Diligence_Report.pdf | Duration: 8m 30s |
| Mar 21, 3:10 PM | Ryan Melade | Settings | Team Permissions | Updated Sarah Chen access level |
Usage & Costs
Monitor API consumption, token usage, and billing
$1,240
This Month
78.4K
Tokens Today
342
API Calls This Week
$2,500
Monthly Budget
Cost by Day (March)
Breakdown by Model
| Model | Calls | Tokens | Cost | % of Total |
|---|---|---|---|---|
| GPT-4o | 218 | 412,000 | $820 | 66% |
| Legal-Lens-v2 | 98 | 186,000 | $340 | 27% |
| Embedding Model | 26 | 52,000 | $80 | 7% |
Admin
Role-based access control, team management, and security policies
Team Members
| Name | Role | Last Active | Status |
|---|---|---|---|
RM Ryan Melade |
Admin | Now | Online |
SC Sarah Chen |
Manager | Yesterday | Offline |
JL Janet Liu |
Associate | 3 days ago | Offline |
DK David Kim |
Associate | Today, 8:22 AM | Online |
Role Definitions
Highest
Admin
Full Control
All workspace & client operations
User management & role assignment
Security policies & billing access
Full audit log & export capability
1 member assigned
Team Lead
Manager
Team Control
Create & manage workspaces
Access all clients & deliverables
Invite users (cannot assign Admin)
No billing or security changes
1 member assigned
Standard
Associate
Execution Only
Access assigned clients only
Upload docs & generate reports and deliverables
Cannot create or delete workspaces
No admin, billing, or audit access
2 members assigned
Click any role card to view detailed permissions and make changes
Permission Matrix
| Capability | Admin | Manager | Associate |
|---|---|---|---|
| Workspace Management | |||
| Create Workspaces | |||
| Delete Workspaces | |||
| Client Access | |||
| Access All Clients | |||
| Access Assigned Clients | |||
| Invite Users | |||
| Assign Roles | |||
| AI & Artifact Usage | |||
| Upload Documents | |||
| Generate Reports and Deliverables | |||
| Export Reports | |||
| Security & Audit Access | |||
| View Audit Logs | |||
| Modify Security Settings | |||
| Billing & System Settings | |||
| Access Billing | |||
Full Access
Partial / Conditional
No Access
Security Policies
Single Sign-On (SSO)
IP Allowlisting
Session Timeout (30 min)
Audit Log Retention (90 days)
4.4h
Today
18.6h
This Week
82%
Billable
$3,720
Billable Value
Hours by Client (This Week)
Today's Entries
Acme Corp · Acme Acquisition
M&A due diligence review
1:24:37
Billable
Running
Acme Corp · Acme Acquisition
NDA risk assessment — non-compete clause analysis
1.2h
Billable
9:14 AM
Meridian Health · NovaTech Compliance
Contract review — HIPAA compliance sections 4.2, 7.1
1.2h
Billable
8:00 AM
Internal
Workflow configuration — Contract Review Auto-run setup
0.8h
Non-billable
7:15 AM
Harrington Capital · Harrington Briefing
Risk memo drafting — precedent research compilation
0.6h
Billable
Yesterday
Invoices
Generate, track, and manage client invoices
$6,950
Outstanding
$4,200
Sent
$1,850
Paid (This Month)
$950
Overdue
| Invoice | Client | Amount | Status | Date | Due Date |
|---|---|---|---|---|---|
| INV-2026-004 | AC Acme Corp |
$4,200.00 | Sent | Mar 20, 2026 | Apr 3, 2026 |
| INV-2026-003 | MH Meridian Health |
$1,850.00 | Paid | Mar 14, 2026 | Mar 28, 2026 |
| INV-2026-002 | NT NovaTech Solutions |
$950.00 | Overdue | Mar 1, 2026 | Mar 15, 2026 |
| INV-2026-005 | HC Harrington Capital |
$1,800.00 | Draft | — | — |
Invoice Preview — INV-2026-004
YourAI
Professional AI Infrastructure
ryan@yourai.com
ryan@yourai.com
INVOICE
INV-2026-004
Issued Mar 20, 2026 · Due Apr 3, 2026
Bill To:
Acme Corp · Janet Liu, VP Legal
| Description | Hours | Rate | Amount |
|---|---|---|---|
| M&A Due Diligence Review Workspace: Acme Acquisition |
12.4 | $200/hr | $2,480.00 |
| NDA Risk Assessment & Memo Artifact: M&A Risk Assessment |
6.2 | $200/hr | $1,240.00 |
| Precedent Research — Non-Compete Linked: Risk Memo — Non-Compete Analysis |
2.4 | $200/hr | $480.00 |
Subtotal$4,200.00
Tax (0%)$0.00
Total$4,200.00
Client Inbox
2 unread
AC
Acme Corp
10 min ago
Request for revised diligence summary
MH
Meridian Health
1 hour ago
Uploaded updated contract for review
HC
Harrington Capital
Yesterday
Follow-up on risk memo delivery
NT
NovaTech Solutions
3 days ago
Request to schedule compliance review call
Request for revised diligence summary
Acme Corp · via Client Portal
March 2026
Google Calendar Connected
Gmail Connected
Synced 2m ago
Sun22
Mon23
Tue24
Wed25
Thu26
Fri27
Sat28
8 AM
9 AM
Follow up: Harrington
9:30 AM
10 AM
Acme Corp Diligence
10:00 — 11:00 AM
Team Standup
10:00 AM
11 AM
12 PM
1 PM
Meridian Contract Call
1:30 PM
Lunch Break
1:00 PM
2 PM
NovaTech Review
2:00 PM
3 PM
Internal Workflow Review
3:00 PM
Doc Deadline
EOD Friday
4 PM
5 PM
6 PM
Event Details