Forward to: KM Team

Knowledge Management
Workflows

Ten agent workflows for the KM Team — legal research enrichment, precedent tracking, industry knowledge graph building, expertise mapping, practice area intelligence, client industry monitoring, regulatory knowledge base maintenance, competitive intelligence archiving, training content generation, and institutional memory preservation — leveraging domain intelligence to build and maintain the firm's collective knowledge advantage.

1Legal Research Enrichment & Context Building

AI agent enriches legal research by adding domain intelligence context to case research — providing company digital profiles, corporate structures, and market context that traditional legal databases lack.

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Enrich Case Research with Domain Intelligence
/about/products/investors/leadershipIAB CategoriesOpenPageRank
RESEARCH ENRICHMENT — PATENT INFRINGEMENT CASE ════════════════════════════════════════════════════════════ CASE: Smith Corp v. TechInnovate LLC RESEARCH TASK: Assess defendant's technology capabilities DOMAIN INTELLIGENCE ENRICHMENT: techinnovate-llc.com /products: 6 product lines, 3 overlap with patented technology /about: Founded 2019, claims 200 employees, $45M revenue /investors: Series C funded, PE-backed /leadership: CTO previously at plaintiff company (prior knowledge) /careers: 34 engineering positions — heavy R&D investment /blog: 12 technical articles describing patented methodology /docs: API documentation reveals implementation details ENRICHMENT VALUE: Traditional research: Company name + public filings only With domain intelligence: Full digital profile, R&D capabilities, prior employment connections, technical blog admissions Research depth increased 5x with domain intelligence context
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Generate Enriched Research Memo

Enriched Research Memo

RESEARCH FINDINGS ──────────────────────────────────────── Standard legal research: Limited public filings Domain-enriched research: Full digital profile + technical admissions Prior knowledge evidence: CTO's prior employment + blog posts Technical capability: 6 products, 3 overlapping with patent VALUE ADDED 1. Blog posts provide evidence of willful infringement 2. CTO prior employment establishes knowledge chain 3. /docs API details support claim construction 4. Domain intelligence transforms research from hours to minutes

2Industry Knowledge Graph Building

AI agent builds comprehensive industry knowledge graphs by mapping corporate relationships, sector structures, and market dynamics from domain intelligence data across 100M+ domains.

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Build Industry Relationship Map
/partners/about/investorsIAB CategoriesOpenPageRank
KNOWLEDGE GRAPH — DIGITAL HEALTH SECTOR ════════════════════════════════════════════════════════════ SECTOR MAP GENERATED: Companies mapped: 1,240 (IAB: Health Technology) Relationships identified: 4,800+ (from /partners cross-references) Investor connections: 340 (from /investors page analysis) Leadership overlaps: 89 (shared executives across companies) KEY INSIGHTS: Top 5 companies by PageRank control 34% of sector partnerships 3 PE firms invest in 60% of sector companies (concentration risk) 12 companies show pre-M&A signals (leadership + investor changes) KNOWLEDGE GRAPH: 1,240 nodes, 4,800+ edges, continuously updated
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Generate Knowledge Graph Report

Industry Knowledge Graph

GRAPH STATISTICS ──────────────────────────────────────── Sector: Digital Health | Entities: 1,240 | Relationships: 4,800+ Investor clusters: 3 PE firms dominating Pre-M&A signals: 12 companies KNOWLEDGE VALUE 1. Attorneys can query graph for any entity's relationships 2. Conflicts checking enhanced with relationship data 3. BD team uses graph for prospect identification 4. Quarterly refresh keeps knowledge current

3Expertise Mapping & Attorney Profiling

AI agent maps attorney expertise by analyzing matter histories, client industries, and work product against domain intelligence sector classifications to match the right attorney to each new engagement.

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Map Attorney Industry Expertise
/about/blog/eventsIAB CategoriesPersonas
EXPERTISE MAP — 120 ATTORNEYS PROFILED ════════════════════════════════════════════════════════════ TOP EXPERT: AI/ML REGULATION Partner J. Chen: 14 matters in AI sector (matched via client /products IAB) Published: 8 /blog articles on AI law | 4 /events speaking engagements Client sectors: Technology (67%), Healthcare AI (22%), FinTech AI (11%) EXPERTISE GAP IDENTIFIED: Climate Tech / ESG: Only 2 attorneys with relevant experience Crypto Regulation: Only 1 attorney with relevant experience Fastest growing sectors with least internal expertise
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Generate Expertise Map Report

Attorney Expertise Map

EXPERTISE DISTRIBUTION ──────────────────────────────────────── Attorneys profiled: 120 | Sectors covered: 14 Strong coverage: Technology, Healthcare, Financial Services Gaps: Climate Tech (2 attorneys), Crypto (1 attorney) KNOWLEDGE STRATEGY 1. Use expertise map for optimal matter staffing 2. Recruit/develop Climate Tech and Crypto expertise 3. IAB category matching ensures sector-accurate profiling

4Precedent Tracking & Case Intelligence

AI agent tracks precedent-setting developments by monitoring court and agency domains, legal publication sites, and regulatory announcement pages for decisions affecting firm practice areas.

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Monitor Precedent Developments
/press/blog/docsIAB Categories
PRECEDENT TRACKING — FIRM PRACTICE AREAS ════════════════════════════════════════════════════════════ NEW PRECEDENT (HIGH IMPACT): AI liability: Federal court ruling on AI-generated content ownership Source: court-opinions.gov /docs — published yesterday Impact: Affects 12 active client matters DEVELOPING PRECEDENT: Data privacy: State supreme court expanding private right of action Trade secrets: Circuit split on "reasonable measures" standard ESG disclosure: SEC enforcement interpretation narrowing
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Generate Precedent Alert

Precedent Intelligence

PRECEDENT UPDATE ──────────────────────────────────────── New precedent: AI content ownership ruling Active matters affected: 12 Practice areas impacted: IP, Technology, Media KNOWLEDGE ACTIONS 1. Distribute ruling analysis to 12 affected matter teams 2. Update practice guides with new precedent 3. Domain monitoring catches precedent within 24 hours of posting

5Client Industry Intelligence Monitoring

AI agent monitors client industries by tracking sector-level changes, competitive dynamics, and market trends using domain intelligence to keep attorneys informed about their clients' business environments.

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Track Client Industry Trends
/products/careers/pressIAB CategoriesOpenPageRank
CLIENT INDUSTRY INTELLIGENCE — TOP 20 CLIENTS ════════════════════════════════════════════════════════════ SECTOR TRENDS AFFECTING CLIENTS: Fintech: Regulatory tightening — 3 new enforcement actions SaaS: M&A acceleration — 8 deals in client's sector Healthcare: AI regulation incoming — compliance deadline Q3 2026 Manufacturing: Near-shoring trend — supply chain restructuring PROACTIVE VALUE: Attorneys briefed on client industry trends before client meetings Anticipate legal needs before clients identify them
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Generate Industry Intelligence Briefing

Client Industry Briefing

INDUSTRY INTELLIGENCE ──────────────────────────────────────── Client sectors monitored: 8 | Significant trends: 4 Attorney briefings generated: 20 (one per top client) KNOWLEDGE VALUE 1. Attorneys arrive at client meetings industry-informed 2. Anticipate legal needs based on sector trends 3. Domain intelligence tracks sectors across 100M+ domains

6Regulatory Knowledge Base Maintenance

AI agent maintains an up-to-date regulatory knowledge base by continuously monitoring regulatory agency domains for new rules, guidance updates, and enforcement interpretations.

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Update Regulatory Knowledge Base
/docs/compliance/pressDomain Ages
REGULATORY KB UPDATE — FEBRUARY 2026 ════════════════════════════════════════════════════════════ NEW ADDITIONS TO KNOWLEDGE BASE: SEC: 4 new guidance documents (from sec.gov /docs) FTC: 2 enforcement policy statements (from ftc.gov /press) State regulators: 8 new state-level rules (from 50 state agency domains) International: 3 EU regulatory updates (from ec.europa.eu /docs) Total KB entries updated: 17 Total KB entries: 2,340 (cumulative) Knowledge base refreshed automatically from domain monitoring
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Generate KB Update Summary

Knowledge Base Update

FEBRUARY 2026 UPDATE ──────────────────────────────────────── New entries: 17 | Total KB size: 2,340 entries Sources: 47 agency domains monitored continuously Coverage: US federal, 50 states, EU, UK, 4 additional jurisdictions KNOWLEDGE IMPACT 1. Attorneys access current regulatory guidance instantly 2. No manual monitoring of 47 agency websites required 3. Domain monitoring automates knowledge base maintenance

7Competitive Intelligence Archiving

AI agent maintains a competitive intelligence archive by tracking competing law firms' published content, practice developments, and client wins to inform strategic planning.

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Archive Competitor Intelligence
/blog/press/careers/eventsOpenPageRank
COMPETITIVE INTELLIGENCE ARCHIVE — 25 RIVAL FIRMS ════════════════════════════════════════════════════════════ FEBRUARY 2026 COMPETITIVE UPDATES: Rival Firm Alpha: /blog — 6 new AI regulation articles (thought leadership push) Rival Firm Beta: /press — Won $2B M&A mandate in healthcare Rival Firm Gamma: /careers — 12 new lateral hire postings (expanding) Rival Firm Delta: /careers — 20% reduction in positions (contracting) Archived: 45 new data points across 25 firms Historical archive: 2,800+ data points (18 months)
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Generate Competitive Intelligence Summary

Competitive Intelligence Archive

MONTHLY COMPETITIVE SUMMARY ──────────────────────────────────────── Firms monitored: 25 | New data points: 45 Growing competitors: 3 | Contracting: 2 | Stable: 20 STRATEGIC INSIGHTS 1. Firm Alpha investing heavily in AI practice — direct threat 2. Firm Beta's healthcare win — study their positioning 3. Firm Delta contracting — opportunity to recruit laterals 4. Domain monitoring provides continuous competitive tracking

8Training Content & CLE Intelligence

AI agent identifies training and CLE content opportunities by analyzing trending legal topics, attorney expertise gaps, and client industry developments to generate targeted educational content.

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Identify Training Priorities
/blog/events/docsIAB Categories
TRAINING INTELLIGENCE — CLE CONTENT PRIORITIES ════════════════════════════════════════════════════════════ TRENDING TOPICS REQUIRING ATTORNEY TRAINING: EU AI Act compliance: New law, 2 attorneys with expertise State privacy law patchwork: 14 new state laws, limited coverage Crypto regulatory framework: New rules, 1 attorney experienced ESG disclosure requirements: Evolving standards, training needed CLE CONTENT RECOMMENDATIONS: Priority 1: EU AI Act — 4-hour CLE program (immediate need) Priority 2: State privacy law survey — 2-hour CLE (quarterly update) Priority 3: Crypto regulation primer — 3-hour CLE (new practice area)
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Generate Training Plan

Training Priority Report

CLE PROGRAM PLAN — Q2 2026 ──────────────────────────────────────── Training gaps identified: 4 | CLE programs recommended: 3 Attorney participation needed: 85% of firm for top 2 topics PROGRAM SCHEDULE 1. EU AI Act (March) — firm-wide, mandatory CLE 2. State Privacy Survey (April) — technology + corporate groups 3. Crypto Regulation (May) — interested attorneys 4. Domain intelligence identifies training needs from market trends

9Work Product Intelligence & Reuse

AI agent enhances work product reuse by tagging and classifying prior work against domain intelligence sector classifications, enabling attorneys to find relevant precedent documents faster.

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Classify Work Product by Domain Intelligence
/about/productsIAB CategoriesPersonas
WORK PRODUCT CLASSIFICATION — 45,000 DOCUMENTS ════════════════════════════════════════════════════════════ CLASSIFICATION RESULTS: Documents classified by IAB sector: 45,000 Unique sectors represented: 142 Cross-referenced with client domains: 180 clients REUSE EFFICIENCY: Before domain classification: Average search time 45 minutes After domain classification: Average search time 8 minutes 82% reduction in attorney research time TOP REUSABLE TEMPLATES: M&A due diligence checklists: 34 (by sector) Compliance frameworks: 28 (by jurisdiction) IP enforcement letters: 22 (by industry)
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Generate Work Product Intelligence Report

Work Product Intelligence

CLASSIFICATION SUMMARY ──────────────────────────────────────── Documents classified: 45,000 | Sectors: 142 Search time reduction: 82% (45 min to 8 min) Estimated attorney time saved: 3,200 hours/year KNOWLEDGE VALUE 1. IAB sector classification enables precision document search 2. Prior work instantly matched to new client sectors 3. 3,200 hours saved = $1.6M in productivity gains 4. Domain intelligence adds sector context traditional KM lacks

10Institutional Memory & Knowledge Continuity

AI agent preserves institutional memory by capturing and organizing domain intelligence signals, client relationship histories, and market context that might otherwise be lost when attorneys depart or matters close.

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Preserve Critical Knowledge Assets
/about/leadership/partnersIAB CategoriesDomain Ages
INSTITUTIONAL MEMORY — KNOWLEDGE PRESERVATION ════════════════════════════════════════════════════════════ KNOWLEDGE AT RISK (Attorney Departures): Partner departing Q2 2026: 45 active client relationships Domain intelligence preserves: Client industry profiles (from /about, /products analysis) Client corporate structures (from domain mapping) Client relationship history (change signals over 3 years) Industry context (sector trends, competitor landscapes) PRESERVATION STATUS: Client profiles preserved: 45 of 45 (100%) Industry context: Fully documented via domain intelligence Relationship history: 3 years of change signals archived Successor attorney can access full client context instantly
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Generate Knowledge Continuity Report

Knowledge Continuity Report

INSTITUTIONAL MEMORY STATUS ──────────────────────────────────────── Client relationships preserved: 45 of 45 Historical context depth: 3 years of domain signals Successor transition time: Reduced from 6 months to 2 weeks KNOWLEDGE CONTINUITY VALUE 1. Zero knowledge loss from partner departure 2. Successor attorney has full client context from day one 3. Client relationship continuity maintained seamlessly 4. Domain intelligence creates objective, persistent knowledge base
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