Legal Document Drafter

What it does

Fills your approved templates from a brief and marks every point to confirm.

• Receives each drafting brief (document type, parties, key terms, jurisdiction, requester) from your form through a webhook.
• AI picks your matching approved template, fills the variables from the brief and keeps the template language unchanged, choosing alternative clauses the brief supports.
• Every missing detail is marked [CONFIRM] and listed for the attorney, with a short cover note on the template and choices used.
• Briefs missing key facts, or for a document type you have no template for, go back to the requester by email.
• The supervising attorney reviews and edits each draft in Reviews; the approved draft is saved to your Notion drafts database.

What it needs

• A paid plan (agents run live on paid plans).
• An AI provider key (Settings → AI Providers), used under your firm's policy for client information.
• Notion, connected in Settings → Integrations.
• Your approved templates, and a form that can send drafting briefs to a webhook URL.

What it doesn't do

• It isn't legal advice and never drafts from its own knowledge; it uses only your approved templates.
• It doesn't send drafts to clients or counterparties, or send documents for signature.
• It doesn't create Word or PDF files with tracked changes; drafts are Notion pages you can copy or export.
• It doesn't connect to document-management systems (NetDocuments, iManage).

Availability and plans

Included free on the Enterprise plan; on other paid plans it's a one-time purchase per workspace (the price is on the Agents page). The Agents page in the app always shows its current status.

Before you start

• A paid plan: agents run live, and the Free plan only runs Dry Runs.
• An AI provider key (OpenAI, Anthropic, Google and more) in Settings → AI Providers. AI usage is billed by your provider.
• These apps, connected in Settings → Integrations: Notion.
• A form, app or system that can send each new item to a webhook URL (the agent starts from a webhook).
• About 20 minutes.

• Bring your own AI key
• Notion (live)

Set it up step by step

Get the agent first (buy it, or it's already yours when your plan includes it), then in Agents → My agents press “Set up this agent”. That creates the agent's workflow in your workspace (it counts towards your plan's workflow limit) and opens the canvas with a setup checklist above it. Each item links to the exact place to go and ticks itself off when it's done.

1. Connect your AI provider

The AI steps run on your own key (OpenAI, Anthropic, Google and more). Add one in Settings → AI Providers.

• Connect your AI provider

2. Connect Notion

Connect your Notion workspace (Settings → Integrations → Notion) and share your drafts database with Fluxo Flow.

• Connecting Notion

3. Paste your approved templates

Open “Draft from your approved template” and replace the placeholder with your templates and clause library. It drafts nothing else.

4. Add your reply-to address

Open “Ask the requester for what's missing” and enter the address requesters should reply to.

5. Pick your drafts database

Open “Save the draft to Notion” and pick your account and database.

6. Test it with Dry Run

Press Dry Run: the agent runs on sample data with no messages sent and nothing written to your apps.

• Dry Run vs Run

7. Switch the trigger on

Open the trigger, switch the webhook on and send drafting briefs (document type, parties, key terms, jurisdiction, requester name and email) to its URL. Assign the review step to your supervising attorneys.

How it works

The agent is a normal workflow with 8 steps (1 AI step, with a person approving in Reviews). You can open, edit and monitor it like any other workflow.

• Drafting request — Starts when your form or app sends data to the agent's webhook URL. Your intake form posts each drafting brief (document type, parties, key terms, jurisdiction, requester) to the workflow's webhook URL.
• Draft from your approved template — AI step (runs on your AI provider key). AI picks your firm's approved template for the document type, fills it from the brief, keeps template language unchanged and marks every point the attorney must confirm.
• Can it be drafted? — Decision: picks the branch to follow. Briefs missing key information, or with no approved template, go back to the requester by email.
• Ask the requester for what's missing — Sends an email from your workspace's sender. Branch: Missing info. Emails the requester what's missing from the brief, or that there's no approved template for this document type.
• Sent back to the requester — Kept in the run history. The run history keeps the brief and what was missing.
• Attorney reviews the draft — A person approves or rejects it in Reviews (the run waits). Branch: Drafted. The supervising attorney reads the draft and the items to confirm in Reviews, edits it and approves saving it to Notion as a working draft.
• Save the draft to Notion — Notion: Create a page in a database. Branch: Approved. Creates a page in your Notion drafts database with the cover note, items to confirm and the full draft.
• Draft saved — Kept in the run history. The run history keeps the draft and the Notion page link.

Test it with Dry Run

Press Dry Run in the canvas. The agent runs on the sample data stored on its trigger (the “Sample data for Dry Run” box), so you can check every step's output before anything is live. Edit the sample to match the fields your own form or app sends.

Sample data fields

document_type, requester_name, requester_email, party_a, party_b, purpose, term_years, jurisdiction, date, notes.

• Nothing is sent or written: app actions, emails and Slack posts are simulated, and AI steps don't call your AI provider.
• Approval steps use the Dry Run decision you pick in the step's settings (approved, rejected or timeout), so you can try each branch.

Go live

• Open the trigger, switch the webhook on and send drafting briefs (document type, parties, key terms, jurisdiction, requester name and email) to its URL. Assign the review step to your supervising attorneys.
• The webhook is protected by a secret: send it in the header shown in the Activation panel (requests without it are refused with 403). Each request starts one run.
• The setup checklist adds a “paid plan” item before activation: live runs need a paid plan (the Free plan only runs Dry Runs).
• When every checklist item is done and the trigger is on, the checklist says “Live — this agent is running”. Follow its runs in the workflow's History tab and in Analytics → Agents.

• Webhook triggers
• Switching a trigger on (Activation)

Questions

Will it write a document we have no template for?

No. It drafts only from the templates you paste in; for anything else it tells the requester there's no approved template.

Can it export Word or send for signature?

It saves the draft in Notion, where you can copy or export it. Sending for signature (DocuSign) isn't part of this agent.

Troubleshooting

• “No AI provider connected” or a rejected key: connect or fix the key in Settings → AI Providers, then press Test there.
• A checklist item stays unticked: the setting is still empty or still contains its placeholder text. Open the step from the checklist and fill it in.
• An app step fails with “Needs reconnect”: the account's access was revoked or expired. Reconnect it in Settings → Integrations.
• Nothing happens when your form sends data: check the webhook is switched on and the request carries the secret header (403 means it's missing or wrong).
• A run shows as paused: it's waiting for someone in Reviews to approve or reject it.
• A step failed: open the run in History and check that step in the Trace tab for the error and what it received.

• Debugging failed runs
• Error messages
• Get help