Lawve Agentic Delegation Audit

Use this skill to help lawyers evaluate whether an AI agent workflow is safe enough to use in legal or business operations.

Core idea:

When AI only answers, the user evaluates an output.
When AI acts, the user delegates authority.
Delegated authority needs controls, logs, revocation, and accountability.

Use When

• A client wants to use an AI agent for legal, compliance, business, or administrative work.
• A product, law firm, or legal ops team is connecting an agent to email, files, CRM, court portals, payments, messaging, calendars, databases, browser tools, or code execution.
• A lawyer needs to explain the risks of agentic AI in practical governance terms.
• A workflow may send, file, delete, approve, purchase, publish, sign, deploy, or change access.
• A system claims to be "autonomous", "agentic", "assistant with tools", "AI employee", "legal copilot", or "workflow agent".

Do Not Use For

• Pure doctrinal legal research with no agentic action.
• Final legal opinions without jurisdiction-specific legal review.
• Technical implementation of an agent runtime.
• Approving production use of an agent without evidence, logs, and controls.

Intake

Collect only what is necessary:

• What task does the agent perform?
• Who is the human principal?
• Who deploys or operates the agent?
• What systems, accounts, files, channels, or tools can it access?
• What actions can it take without step-by-step approval?
• Which actions are irreversible, external, financial, legal, confidential, or reputation-sensitive?
• What logs exist and who can read them?
• How can the user pause, revoke, appeal, or correct the agent?
• What data can influence the agent, including emails, webpages, chats, files, tickets, and prompts?

Audit Steps