SHEET 01 / GENERAL ARRANGEMENT NOW ONBOARDING DESIGN PARTNERS

Workflows, drawn to authority.

Pantheon turns intake, triage, redlining, routing and approvals into AI workflows your team composes from tools IT and compliance approved first. Built for in-house legal and law firm innovation teams.

YOUR LEGAL TEAM'S AI, BUILT BY YOUR LEGAL TEAM.

SOC 2-aligned controls Data stays in your environment Every run audited
PANTHEON · GOVERNED RUN DWG NO. PN-001 SCALE: NONE REV 03
01 Tool approved

IT connects and configures it. Compliance signs it off.

grant: per-lawyer
02 Workflow composed

Described in plain words. Assembled with zero code.

source: approved toolkit only
03 Gate: human review

The run pauses until the right person signs off.

Hold point gate_key: valuation
04 Run recorded

Inputs, outputs, cost and approvals, step by step.

hash: 9f2c… · run #4471

NOTE: TOOLS OUTSIDE THE APPROVED SET DO NOT EXIST TO RUN.

APPROVED
GENERAL COUNSEL
ProjectPANTHEON · COMPLIANT AGENTIC WORKFLOWS
Drawn byLAWYER
Checked byCOMPLIANCE
Approved byGENERAL COUNSEL
Date2026-07-11
Rev03
Sheet1 OF 1
FROM OPERATORS WHO HAVE BUILT AND SOLD LEGAL AI Safe Sign Technologies → Thomson Reuters/ Robin AI/ Cambridge Law/ Imperial College London
SHEET 02 / PRE-APPROVAL

Building a legal agent is easy now. Governing one is not.

Chat tools and agent builders will point AI at your matters today. Pantheon starts one step earlier: your firm decides which tools exist and who holds them, before anything runs.

IT · COMPLIANCE

Approves each tool

IT connects and configures each building block; compliance vets it and signs it off. Access is granted per lawyer and per team, and nothing outside that set exists to run.

LAWYER

Composes the workflow

Describe the process in plain words. Pantheon assembles a running workflow from that lawyer's approved toolkit, with zero engineering.

PLATFORM

Runs and records it

Every step executes and is logged end to end, with human approvals at the points that matter.

SHEET 03 / WHY NOW

Chat opened the door. It does not get the work done.

Lawyers have seen what AI can do and they want more than a smarter search box. The gap between ‘answer my question’ and ‘run my process’ is where legal work actually lives.

NOTE 01

Answers are not outcomes

A chat tool can draft the letter. It cannot request the records, chase the third parties who ignore you, get the bundle signed off and served, then docket what comes back. The process is the job.

NOTE 02

Generic does not fit

Every practice area and role runs differently. Off-the-shelf tools cannot capture how your team actually operates, so the pilot quietly dies.

NOTE 03

Ungoverned AI is a non-starter

Client data cannot go into unvetted tools, so each new AI capability becomes its own six-month procurement project. Approval has to be built in, not bolted on.

SHEET 04 / PLATFORM DETAILS

An agentic platform with compliance built into every block.

Lawyers build their own workflows. Compliance controls what they are built from. The good ones spread across the team.

ADETAIL A / EGRESS CONTROL

Data controls on every tool

Each tool carries a data classification and an egress rule, enforced at run time. A workflow can only send information where it is allowed to, and blocked attempts are logged.

BDETAIL B / HOLD POINT

Human sign-off, mid-workflow

Add review gates anywhere in a run, in series or parallel. The workflow pauses until the right person signs off, and they can do that by replying to an email.

CDETAIL C / ISSUED FOR REUSE

Shared workflow library

Good workflows compound. Share them across teams and firms, so everyone inherits the lessons learned instead of rebuilding from scratch.

SHEET 05 / METHOD OF WORKS

From a sentence to a running, audited workflow.

1

Approve the toolkit

IT connects your systems and configures each tool; compliance signs it off and grants it per lawyer or team. Done once, up front.

2

Describe the workflow

A lawyer types what they need in the chat-first builder. Pantheon proposes the steps, drawing only on tools that lawyer holds.

3

Run it where work happens

Workflows trigger from a form, a mailbox or a schedule, then act in Outlook, Teams and Slack, so colleagues who never open Pantheon still take part.

4

Read every run

Each execution is recorded step by step: inputs, outputs, cost and the human approvals along the way.

of AI actions logged and auditable

systems your workflows can already reach

workflows watching mailboxes, deadlines and dockets

lines of code a lawyer writes

SHEET 06 / REVISION HISTORY

Every run reads like a drawing's revision table.

Each execution is recorded step by step: inputs, outputs, cost and the human approvals along the way. When someone asks who approved what, and when, the answer is a row, not a meeting.

NOTHING THE AI DID IS A BLACK BOX.

RUN #4471 / LEGAL FRONT DOOR2026-07-11
RevTimeDescriptionBy
0114:02:07 Request received via Outlook intake Trigger
0214:02:09 Classified: commercial · priority high · confidence 0.93 AI
0314:02:11 Flagged sensitive. Held for human review gate Gate
0414:26:40 Approved for routing, by email reply Human
0514:26:42 Registered with SLA. Offered to owner, requester acknowledged Platform
EACH ROW CARRIES INPUTS · OUTPUTS · COST · APPROVER
SHEET 07 / BUILD SCHEDULE

Real legal work, automated end to end.

Five examples from a growing library, not the full list. If your team can describe the process, you can build and run it.

DTL-101 Intake

Legal Front Door

One entry point for every request. Each one is classified to the right team, held for a person when it is sensitive or unclear, then registered with an SLA and offered to an owner.

01Request arrivesform · Outlook · Teams
02AI classify & routeconfidence
03Sensitive or unclear? Held for reviewgate
04Register, docket SLA & offer to owner4h offer
DTL-102 Contracts

Contract review and redlining

Classify the contract, redline it against your vetted playbooks, route it to the owner and deliver a tracked document, declining cleanly on types you have not covered.

DTL-103 Approvals

Approval and signature routing

Send documents for review or signature in series or parallel, to a named person or a whole tier, and let reviewers act from their inbox without ever logging in.

DTL-104 Reporting

Obligations and digests

Extract key dates and obligations from contracts into Jira, and send weekly compliance digests from a central mailbox to each owner, automatically.

DTL-105 Research

Case and authority checks

Watch an area of law, draft a memo, and cite-check it against primary sources before it reaches a partner's desk, on a schedule you set.

WORKS WHERE YOUR TEAM ALREADY WORKS
Outlook Microsoft Teams Slack SharePoint Word Jira DocuSign Ironclad CourtListener
SHEET 08 / COMPARISON TABLE

Chat answers questions. Pantheon runs the work.

Capability
Legal chat AI
Frontier labs
Pantheon
Compliance approves each tool before use
×
×
Non-technical lawyers compose the workflows
×
Runs multi-step process work, not just answers
×
~with engineers
A dedicated compliance review portal
×
×
Acts inside Outlook, Teams and Slack
~
×
Primary form factor
Chat
Chat & code
Agentic workflows
SHEET 09 / RFI REGISTER

The answers your security team will ask for.

RFI-01Does our data leave our environment?
No. Pantheon runs inside your environment and your documents stay there. Data handling is defined per tool and enforced by egress controls, so a workflow can only send information where compliance has allowed it.
RFI-02How is this different from Harvey or ChatGPT?
Chat tools answer questions and draft on request. Pantheon runs the multi-step process (intake, triage, redlining, routing, approvals) as a workflow, and every tool it uses was approved by your compliance team first.
RFI-03Can non-technical lawyers really build these?
Yes. Lawyers describe the workflow in plain English and Pantheon assembles it from approved building blocks. There is no code, and nothing outside the approved set is ever available.
RFI-04Is every AI action auditable?
Every run is recorded step by step, with inputs, outputs, costs and the human approvals along the way. Nothing the AI did is a black box.
RFI-05How does compliance approve which tools lawyers can use?
IT connects and configures each tool, and compliance vets it in a dedicated review portal. Access is granted per lawyer or per team; until a tool is approved and granted, no one can add it to a workflow.
RFI-06Is Pantheon SOC 2 compliant?
Pantheon is built around SOC 2 controls: least-privilege access, full audit logging, encryption in transit and at rest, and human-in-the-loop approvals. Ask us for the current status and the supporting documentation.
SHEET 10 / ISSUE FOR APPROVAL

See what your team could automate this quarter.

Get early access, or apply to shape Pantheon as a design partner before general availability. We are onboarding legal teams now.

NO CODE · NO UNVETTED TOOLS · EVERY RUN SIGNED OFF

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