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For most legal teams, workflow automation still means routing requests, triggering approvals, and moving information from one step to the next. AI agents change that equation: workflows can now analyze information, make conditional decisions, draft and review documents, and take action across systems.
On Thursday, October 29, 2026, Noam Zimmerman, Senior Legal Engineer at Chamelio, and Vera Stojilovic, Legal Operations at Nutanix, walked through what in-house teams can automate end to end today, where human judgment still needs to stay in the loop, and how to design workflows that do the work instead of just moving it.
In this session, attendees learned how to:
- Identify which legal workflows are ready for end-to-end automation and which still need human review
- Design conditional workflows that handle exceptions, escalations, and multi-step approvals without manual triage
- Use AI agents to analyze intake, generate and review documents, and take action across connected systems
- Set review points, guardrails, and accountability for agent-driven decisions
- Gauge the capacity impact of shifting from moving work to completing it
Who Benefited Most:
This program was designed for in-house counsel, legal operations professionals, and legal team leaders who own or are rethinking how work moves through the legal department. It proved especially valuable for those responsible for legal intake, contract workflows, approvals, legal tech evaluation, or AI governance.
The recording is available for viewing via our paid CLE library—In-House Connect On-Demand.
