1. Overview
This chapter assumes a first research query, a first contract review in Word, and a first citation verification have already been completed. It describes how to turn those individual actions into a repeatable daily pattern, requiring approximately 15 minutes and producing measurable time savings from day one.
2. Morning: Research (5 Minutes)
Before opening a matter file, standing legal questions from the previous day are answered via the AI Workspace. A question is entered in natural language; Unplex searches FedLex, BGer, and the firm's internal knowledge base and returns a sourced answer within seconds.
Example: "What is the current BGer position on penalty clauses under OR Art. 160 in supply agreements?"
The Note element is used to retain the answer for the session; it can be referenced in follow-up queries or copied directly into a client memo.
3. Mid-Morning: Contract Review in Word (5 Minutes per Contract)
The contract is opened in Microsoft Word, where the Unplex panel is already present in the sidebar — no tool switch, no uploaded copy. A clause is selected, or Review Full Document is clicked.
Each flagged clause returns: the issue, the risk level, the legal source behind the assessment, and a suggested alternative formulation. Findings are reviewed, accepted, or dismissed; the full document is typically completed before the first call of the day.
Note: high-risk flags should be reviewed first. Low-risk flags can be batched and reviewed at the end of the day.
4. Before Sending: Citation Check (3 Minutes)
Any document going to a client, a court, or a regulator should be run through citation verification before it leaves the desk. The document is opened, Verify Citations is selected, and every statutory reference is checked in under a minute. Any Flagged or Not Found result is resolved before sending.
5. Daily Pattern Summary
When | Action | Time |
Morning | Legal research query in AI Workspace, findings saved to Note | 5 min |
Mid-morning | Contract review in Word for incoming or outgoing agreements | 5 min per contract |
Before sending | Citation verification on any document leaving the firm | 3 min per document |
6. Adoption Note
Teams reporting the highest return treat Unplex as a continuously used tool from the start of the day, rather than an occasional aid. The effect compounds once Unplex becomes the default first step for a research question or contract, rather than a step added after manual work has already begun. Most users reach this point within the first two weeks.
7. Related Guides
Once the individual daily pattern is established, the next step is setting up custom agents and sharing them with the team. See Build Your Own Agent in Agent Studio.