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Tasks to Teammates: How to Delegate Legal Work to AI Agents

May 1, 2026
Bärí Williams, J.D.
,
Head of Legal and Legal Content

This article was originally featured in Today's General Counsel.

Once artificial intelligence (AI)  starts behaving like a teammate, we have to think about treating it like one. And that begins with asking ourselves a simple question: How do we delegate legal work to AI agents without delegating responsibility?

Legal technology has been evolving toward this moment for years. Early tools focused on search and extraction, helping lawyers quickly find clauses or pull key data from contracts more efficiently. Then generative AI arrived, bringing assistants that summarized documents, suggested redlines, or drafted clauses on command. These tools were undeniably helpful, but they still relied heavily on lawyers to drive the work forward.

What we are now entering is something much more powerful. AI systems can now complete multi-step workflows and move legal tasks forward in a meaningful way. They can plan, execute, and operate across tools to help legal professionals complete everyday legal work.

In other words, agentic AI can now function less like a tool and more like a teammate.

From assistant that reacts to agents that act

Traditional AI assistants are reactive. They respond to a prompt and generate an output—often in a single interaction. AI agents, by contrast, can follow entire workflows. They can take several steps, gather information across systems, and make progress toward an outcome without needing constant direction.

In practice, that means legal AI can:

  • Take a first pass at contract review
  • Apply playbooks consistently across agreements
  • Triage and complete intake workflows, escalating exceptions for attorney review
  • Translate redlines and reconcile changes
  • Convert negotiation standards into structured playbooks that can be combined with other playbooks to create a single, cohesive contract review framework

These capabilities allow in-house legal teams to move much faster on the routine but necessary work that consumes a large portion of their day.

The productivity gains are already visible. According to the 2026 State of AI for In-House Legal, 79% of legal professionals report that AI tools save them time by handling tedious tasks—allowing lawyers to focus on work that was previously too time-consuming or too expensive to be practical.

Yet despite these time savings, only 21% of legal professionals report using AI daily as teams continue to determine how to adopt it responsibly.

Delegation still requires accountability

Delegation is nothing new in the legal profession. Senior attorneys delegate to junior lawyers or business analysts. Legal teams rely on outside counsel or consultants. But the principle has always been the same: The lawyer is responsible for the outcome.

AI delegation must follow the same logic. Lean on the technology to perform parts of the work, but attorneys must supervise, verify, and ultimately stand behind the results.

In my work and with my team, I emphasize three foundational questions that every legal team should ask before introducing AI into their workflows:

  1. Are you educating everyone involved—not just the legal team—on how AI is being used? Sales, procurement, and other stakeholders often interact with the same workflows, and they need to understand how these systems function.
  2. Do you have clear and reasonable expectations for what AI can actually do? Overestimating AI capabilities can introduce just as much risk as underusing them.
  3. Have you put guardrails in place that protect sensitive data and ensure human judgment remains central to the process? The phrase I often return to is “trust but verify.”

Lawyers must remain actively involved in evaluating the outputs, and courts are already reinforcing this expectation. “AI drafted it” is not a defense, and recent cases make that clear. In Mata v. Avianca, attorneys submitted fabricated citations generated by ChatGPT and were sanctioned.  In Moffatt v. Air Canada, a chatbot provided incorrect fare information. The airline argued the model made the mistake, but the court disagreed.

If you deploy AI, you own the outcome. Accountability does not shift to the machine.

The rise of the legal architect

As AI becomes more embedded in legal workflows, the role of lawyers is evolving. Legal teams today need what I refer to as legal architects.” These are professionals who can think not only like attorneys but also like system designers.

Legal architects understand both the law and the workflow. They think about which tasks are well-defined enough to delegate, where human judgment is irreplaceable, and how to scale consistency without scaling risk.

They also recognize that not every task belongs to AI. High-value negotiations, sensitive matters, and issues involving privileged or personal data must remain human-led. They establish clear boundaries and build guardrails into each step. Without them, AI can amplify risk just as easily as it improves efficiency.

A quick checklist for evaluating legal AI tools

Legal leaders should pay close attention to how the systems handle data and security. Before deploying any AI system in your legal workflow, make sure your team does the following:

  • Confirm how your data is used. Verify whether the tool uses your content to train foundational models or if your data is isolated from model training.
  • Review confidentiality protections. Ensure the platform protects sensitive legal and business information.
  • Verify security certifications. Look for recognized standards such as SOC 2 Type II and ISO 27001.
  • Understand how the AI is built and maintained. Confirm the system is tested, tuned, and monitored by legal experts.
  • Establish human oversight. Make sure there is a clear process for lawyers to review outputs before they are used in practice.

Without these safeguards in place, colleagues don’t check outputs before they reach you and you become the risk bearer.

Agents in action: Unlocking scale in legal workflows

Agents can dramatically expand the capacity of legal teams. But only when properly supervised.

Consider contract review. In-house lawyers report spending an average of three hours manually reviewing a master service agreement (MSA), making it challenging to keep pace with the volume of agreements moving through modern businesses.

AI agents can help. By turning negotiation guidelines into structured playbooks, applying those standards consistently across contracts, and automatically gathering missing information during intake, these systems allow lawyers to focus their attention where it matters most.

So now the question becomes: Would you rather perfect one agreement every three hours or invest in building a workflow that helps review hundreds consistently and accurately?

Let’s be clear. This is not about removing lawyers from the process. It is about enabling them to spend more time on the work that requires real judgment: negotiations, strategic advice, and complex decision-making.

AI systems should support legal judgment, not replace it. Lawyers still own the outcome.  The teams that learn how to manage AI as a teammate—not just a tool—will shape the future of in-house law.

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