AI & Intelligence · Lex Delegations
Chatbots answer questions. Delegations do the work — and answer for it.
Included with EdgeLex
🤖 Agent Control Center
Standing Delegations, committed work, runtime health, and governed delivery.
Matter Watch — Hale v. Northstar ✎
💬 Discuss with Lex📄 Process a document…⏸ Disable✎ New version🗑 RetireHealthyEnabled
Summarize each newly linked Matter document in exactly 5 bullets.
Definition v3 · 24 linked Tasks · Updated 8/13/2026, 10:24 PM
ACTIVE TASKS
4
IN REVIEW
20
COMPLETED
0
DELIVERY FAILURES
0
The problem
Every legal AI vendor now says 'agents.' What they mean is a chat session with tools: it works while you watch, disappears when you close the tab, and its output lives in a side panel — untracked, unassigned, unbilled, and unauditable. That isn't how a law firm delegates work.
One delegation’s whole life
Instructed. Running. Amended. Shared. Accounted.
Follow one standing delegation through the system — every screen below is the real product, step by step.
01 · Instructed
Plain language becomes a locked agreement.
One sentence from you — and the delegation carries a complete work contract: when it runs, where it works, what it may do, the only tools it may touch, how results reach you, and hard run, time, and spending limits. Nothing here can drift.
The locked agreement it works under. Nothing here can drift — every change creates a new version you can review.
Its job
Summarize each newly linked Matter document in exactly 5 bullets.
Your instruction
“Change the summary to five bullets”
WHEN IT RUNS
Runs automatically whenever a new document is added to this Matter.
WHERE IT WORKS
Works inside one Matter only. It cannot see or touch anything outside it. Its Matter: Hale v. Northstar Logistics — breach of contract.
WHAT IT MAY DO
Read-only. It can read and summarize, but can never change documents, Tasks, deadlines, calendar entries, or billing records. If it ever proposed a change, your approval would be required first.
TOOLS IT MAY USE
Allowed to use 2 tools, nothing else: Look up document details · Read document text.
HOW RESULTS REACH YOU
Results arrive in your Messages. Each result links back to its source documents. You are alerted if a delivery ever fails.
ITS LIMITS
Up to 50 runs a day and 1,000 a month. Each run stops itself after 10 minutes or 8 working steps. Spending is capped at $5 per run, $50 a day, $1,000 a month.
The AI running it
Firm model · governed
This exact model is locked into the current version and re-checked against firm policy before every run.
Who pays for its AI time
Billed to the Matter each run works on
Spent so far: $0.00 across 33 runs.
02 · Running
Every run is typed, ledgered work.
A run isn't a log line — it's a sequence of typed events from Created through Work Satisfied to Delivered, with a delivery ledger that records every attempt. If a delivery ever fails, you're alerted.
✓ Completed8/14/2026, 1:47:16 PM · v1 iterations
Summarize each newly linked Matter document in exactly 5 bullets.
Matter Watch — Hale v. Northstar · Review · Result Ready
Created8/14/2026, 1:47:16 PM
Started8/14/2026, 1:47:17 PM
Iteration Started8/14/2026, 1:47:18 PM
Iteration Completed8/14/2026, 1:47:19 PM
Work Satisfied8/14/2026, 1:47:20 PM
Delivery Queued8/14/2026, 1:47:21 PM
Delivery Dispatched8/14/2026, 1:47:22 PM
Delivery Delivered8/14/2026, 1:47:23 PM
Completed8/14/2026, 1:47:23 PM
Delivery ledger
03 · Amended
Every edit is a new immutable version.
Change the instruction and the platform shows you the diff — instruction, work contract, and capabilities, each tracked separately. Old versions never change; the current one is always the whole truth.
Every edit creates a new immutable contract.
Version 3 · 8/13/2026 ▾▼ Instruction changed
change this delegation to return 5 bullets instead of 3
Change the summary to five bullets
▶ Work contract changed
▶ Capabilities changed
04 · Shared
Powers are granted separately, or not at all.
Delegations are owner-private by default. Sharing is granular — a colleague can see summaries without seeing the definition, or run it without being able to change it. Every grant is revocable.
🛡 Owner-private by default. Definition, run, and action powers are granted separately.
Private to you. No active grants.
05 · Accounted
Oversight without surveillance.
The firm dashboard shows runs, completion, delivery, and AI cost — per agent, billed to matters or absorbed by the firm. Counts, timing, and cost only: never the content of anyone's work.
📊 How your agents are doing
Counts, timing, and cost only — never the content of anyone’s work.
RUNS
136
COMPLETED
62%
DELIVERED
100%
AI COST
$0.00
Where runs ended up
● Completed 84 · ● Waiting 0 · ● Failed 48 · ● Other 4
The difference
Agents that answer for their work.
Every run lands as a real task on the firm’s ledger. Every consequential step waits at an approval gate. Every dollar of AI time is billed to a matter or absorbed knowingly. That is what separates a delegation from a chatbot with a schedule.
The governance underneath →Immutable versions
Instructions are frozen contracts — amendments are diffs, not overwrites.
Approval gates
Consequential steps pause for a human. On your phone, if that's where you are.
Kill switch
Disable or retire any delegation instantly. Budgets cap every run, day, and month.
Capabilities
What it does
Delegate in plain language, once
No workflow builder, no automation canvas. Tell Lex — "Whenever a document is linked to this matter, summarize it and message me" — and Lex compiles the sentence into a formal standing delegation with defined triggers, steps, and limits you confirm before it goes live.
Event-driven, not chat-bound
Delegations wake when the firm's own events fire: a document lands on the matter, an email arrives, a deadline approaches, a schedule ticks. The work happens while you're in court — not while you babysit a chat window.
Every run is a real task
Each delegation run is created as a task assigned to Lex on the matter — in the same task list as the rest of the team, with status, history, and review. AI work becomes trackable and reportable exactly like an associate's work, not output floating in a side panel.
Immutable, versioned instructions
A delegation's definition is frozen when activated. Edits create a new version; history never mutates. Every run records exactly which version of your instruction it executed — an audit trail you can stand behind.
Approval circuits on every consequential step
Outward-facing and high-impact actions — sending email, filing work product, touching deadlines — pause the run and ask. Finished work arrives as a reviewed deliverable in EdgeMessage, never as a surprise already sent.
A frozen capability surface per delegation
Each delegation runs with only the tools its definition names — default-deny, like everything else in EdgeLex. A summarization delegation cannot send email, no matter what the model decides mid-run.
Bounded runs
Iteration limits, budget ceilings, and progress checks bound every run. A delegation that stops making progress stops running — it doesn't loop, and it doesn't spend.
The Agent Control Center
Every delegation, every version, every run, and every delivery in one place — with run-level event history, pause and retire controls, and a kill switch that stops everything.
In your control
Delegations inherit the platform's full governance stack: default-deny capability binding, approval gates, run-event audit history, per-run budgets, and one-click pause or retirement — with every deliverable's delivery recorded in a ledger.
Related
Works with
Lex AI & Agents
Lex isn't one application among many. It's the horizontal layer connecting matters, documents, email, messages, meetings, deadlines, and billing — grounded in your data, gated by your approvals.
Tasks
Court deadlines as a protected class, a triage gate that turns captures into commitments, and Lex as a first-class assignee.
EdgeMessage
One universal inbox across every EdgeLex surface: direct messages, team threads, document conversations, and Lex as an @mentionable teammate.
AI Governance
A governance layer built into the platform: classify the task before the model runs, bind only allowed tools, require typed evidence, gate actions on approval, and audit every decision.
See EdgeLex on your own terms.
We'll walk through self-hosting, model control, and your firm's workflows.