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Route Changed Legal Files

Prepare linked review tasks for changed legal files

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Route a replaced legal file for fresh review
Reads
  • File replacement notice
    File replacement notice

    Your review folder reports which legal file changed and its latest version.

  • Current legal file
    Current legal file

    Your current file shows the terms that need a fresh review.

  • Earlier reviewed version
    Earlier reviewed version

    Your earlier file version shows what the canceled review covered.

  • Canceled review task
    Canceled review task

    Your earlier task shows its decision, status, assigned reviewer, and file link.

  • Matter reviewer list
    Matter reviewer list

    Your reviewer list identifies who may review changes to this matter.

  • Linked task ID
    Linked task ID

    Your linked task ID ties the changed file to its earlier review.

Legal file service
Legal review task manager
Legal review task manager

Your legal review task manager holds the old decision and the new review request.
Legal review task manager
Is the reviewed version or canceled review missing?YesNo
Flag the file for manual reconciliation
Writes
  • Manual reconciliation flag
    Manual reconciliation flag

    Your legal administrator sees which file lacks the earlier version or canceled task.

Is the authorized reviewer unclear?YesNo
Keep the handoff held and ask the administrator to choose
Writes
  • Handoff hold
    Handoff hold

    Your team sees that the legal file must wait for a human review.

  • Reviewer choice request
    Reviewer choice request

    Your legal administrator chooses an authorized reviewer when the matter list gives no clear answer.

Has the legal file changed again during this run?YesNo
Reread the file and stop before opening an outdated review
Open a linked review with the changes and hold the handoff
Writes
  • Legal file change summary
    Legal file change summary

    Your new review shows what changed, both file versions, and the affected reviewers.

  • Linked pending review
    Linked pending review

    Your new review links the current file version to the canceled task.

  • Handoff hold
    Handoff hold

    Your team sees that the legal file must wait for a human review.

This Agent responds when a legal file replaces the copy tied to a canceled review. It compares versions and checks your reviewer list, then prepares a linked pending review. Your legal administrator sees the changes while the handoff stays held.

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Made for your industry

Route Changed Legal Files is made for businesses in these industries.

Made for your role

Route Changed Legal Files is made for people in these roles.

Made for your department

Route Changed Legal Files is made for people in these departments.

How Route Changed Legal Files works

4 steps, in order, on every run.

  1. Read the changed fileRead the current file and its earlier reviewed version. Flag the file for manual reconciliation if the earlier version is missing.
  2. Check the canceled reviewRead the linked task's status and earlier decision. Flag the file for manual reconciliation if the canceled task cannot be found.
  3. Identify the required reviewersCompare the changed facts with the canceled review. Use your matter reviewer list and linked task ID to identify who must review again.
  4. Prepare a linked reviewOpen a pending review tied to the current file and canceled task. Hold the handoff while your legal administrator decides.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, Airtable or monday.com.

9 tools
Set your rules
  • Connect the reviewed legal file location and identify the linked earlier review or decision field.
  • Enter the matter reviewer list and linked task ID, authorized legal administrator names, and the status that holds handoff pending review.
  • Limit access to the legal file and review destination to the responsible team.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Route Changed Legal Files:

Who chooses the reviewer for a new approval review?

You provide the matter reviewer list and linked task ID. If they leave doubt, your legal administrator chooses while the file stays held.

What if the canceled review or earlier file version is missing?

You get a flag for manual reconciliation. The Agent creates no fresh approval without the records needed to compare versions.

What if the legal file changes again during review?

The Agent rereads the file and stops before opening a request for an outdated version.

Can earlier approvals stay in place?

Your rules decide when unchanged approvals carry forward. Your legal administrator makes the final decision on the new review.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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