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Legal Operators Webinar Replay: Building Smarter Legal Agents
Laura Jeffords Greenberg & Elly Meenan
Use Wordsmith via Email
Elly Meenan
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Laura Jeffords Greenberg & Elly Meenan · Oct 7th, 2025
In this webinar with Legal Operators, Laura Jeffords Greenberg, Head of Wordsmith Academy, and Elly Meenan, Legal Engineer at Wordsmith, unpack what AI agents mean for the legal industry — separating hype from reality and showing how to build and deploy them responsibly.
You’ll learn how to:
• Understand what an AI agent is (and is not)
• Identify practical use cases for legal teams
• Design, test, and monitor AI agents safely
• Implement best practices for data security and governance
• See real examples of AI agents in action
This session offers a grounded look at how legal professionals can start experimenting with AI agents to automate research, triage requests, and enhance internal efficiency — without needing a technical background.
Ideal for in-house teams, legal operations professionals, and anyone exploring how AI agents can extend the capabilities of modern legal departments.
# Agents
# AI for Law
# Inspiration
# strategies
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Elly Meenan · Oct 7th, 2025
In this tutorial, Elly Meenan, Legal Ops Engineer at Wordsmith, shows how to use email to access the full power of Wordsmith — no Slack or Teams required.
You’ll learn how to:
• Upload email threads to summarize conversations and identify next steps
• Draft professional follow-up replies directly from within Wordsmith
• Forward messages to populate templates such as employment offer letters
• Send contracts and playbook requests to Wordsmith via email for automatic review
• Retrieve completed documents and redlines directly from your inbox
• Use dedicated workspace and playbook email addresses to handle FAQs or submissions
This session demonstrates how legal and business teams can simplify communication, automate document workflows, and manage reviews — all without leaving email.
Ideal for legal ops professionals, in-house counsel, and teams looking to extend AI-powered automation into everyday inbox workflows.
# Beginner
# prompting
# strategies
# Use Cases
# Wordsmith
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Elly Meenan · Oct 7th, 2025
In this step-by-step tutorial, Elly Meenan, Legal Ops Engineer at Wordsmith, demonstrates how to set up an automated **Horizon Scanning** workflow that monitors regulatory updates, industry news, and competitor moves - directly in Slack, **with or without Zapier**.
You’ll learn how to:
• Identify and subscribe to relevant RSS feeds (e.g., TechCrunch, Gov.UK)
• Build a Zapier automation that filters news items by topic (like “AI”)
• Send filtered updates into a dedicated Slack channel
• Configure Wordsmith to read and summarize articles using custom instructions
• Automatically flag internal policies, tag responsible team members, and surface key actions
• **Set up the same workflow entirely in Slack if you don’t use Zapier (Watch from 7:58 for how to do it without Zapier)**
This practical tutorial shows how legal and compliance teams can stay ahead of change by automating early-warning signals for risks and opportunities.
Ideal for legal ops professionals, in-house counsel, and anyone looking to streamline monitoring and reporting using low-code tools like Slack, Zapier, and Wordsmith.
# legal ops
# legal engineering
# strategies
# Use Cases
# Zapier
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Elly Meenan · Sep 16th, 2025
In this step-by-step tutorial, Elly Meenan, Legal Ops Engineer at Wordsmith AI, shows you how to build a simple automation in Zapier that connects Jira and Wordsmith.
You’ll learn how to:
* Set up a Zapier trigger to capture new legal requests from Jira
* Send those requests to Wordsmith to generate tailored responses
* Automatically publish answers back into Jira as comments
* Close tickets by updating their status to “Done”
This is a practical example of how legal teams can reduce repetitive work, respond faster, and integrate AI into existing workflows—without writing a single line of code.
This is for in-house legal teams, legal ops professionals, and anyone looking to experiment with low-code AI-powered automations.
# legal ops
# legal engineering
# Workspaces
# Zapier
# Jira
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Ross McNairn · Sep 3rd, 2025
In this introductory session, Wordsmith's CEO Ross McNairn explains the fundamental concepts of Legal AI.
Ross demystifies the core technology, from the foundation models built by companies like OpenAI and Google to the different ways your private data interacts with them, such as through Retrieval-Augmented Generation (RAG) or the context window. He also provides a simple framework for understanding the AI ecosystem, breaking it down into the infrastructure, foundation, and application layers.
Finally, the video explores how this technology translates into practical legal use cases and workflows, setting the stage for the rest of Wordsmith Academy, which will focus on legal-specific AI applications.
# AI for Law
# Beginner
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Dom Dunnett · Aug 29th, 2025
Learn how to create a playbook and run a contract review in Wordsmith AI.
In this tutorial, we’ll walk through:
1. Setting up and customizing playbooks with rules, fallback positions, and guidance
2. Running automated contract reviews and applying redlines
3. Sharing playbooks with your team and exporting results to Word or PDF
Perfect for legal teams who want to save time, ensure consistency, and streamline contract review with AI.
# Wordsmith
# Contracting
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Laura Jeffords Greenberg · Aug 18th, 2025
It takes 66 days to build a habit — and the same is true for using AI in your legal work.
In this 10-minute session, Laura Jeffords Greenberg (Head of Wordsmith Academy) shares 6 practical steps to build lasting AI habits as a legal professional:
1️⃣ Start small
2️⃣ Experiment
3️⃣ Pause and ask
4️⃣ Schedule it
5️⃣ Track & share
6️⃣ Make it visible
This isn’t about becoming a “master prompter.” It’s about weaving AI into the workflows you already use — drafting, reviewing, negotiating, and advising.
Whether you’re an in-house lawyer, at a law firm, or in legal ops, these tips will help you make AI part of your daily work.
# Inspiration
# strategies
# habits
# adoption
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Elly Meenan · Aug 8th, 2025
Elly Meenan, Legal Ops Engineer at Wordsmith AI, walks through how to set up a high-impact Ask Legal channel in Microsoft Teams powered by Wordsmith Workspaces.
This session covers:
(1) How to build and structure a Workspace from scratch
(2) Real-life examples of using Wordsmith to manage incoming legal questions through Microsoft Teams
(3) Practical tips for customizing prompts, linking live policies, and routing requests to the right teammate
Designed for in-house legal and legal ops teams, this training dives into real workflows to help you automate repetitive questions, boost internal self-service, and improve knowledge sharing across the business—all without needing to leave Teams.
# tools
# Use Cases
# Microsoft
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Laura Jeffords Greenberg · Jul 31st, 2025
Prompting Strategies for Legal Work is a recorded live 60-minute session that helps legal professionals get better results from AI tools. Learn how to write clearer prompts, structure complex tasks, and troubleshoot when AI goes off track.
You'll leave with strategies, real-world examples, and the confidence to make AI work for you.
What This Session Includes:
- Write better prompts to get clearer, more accurate answers from AI
- Break down complex legal tasks using structured, real-world examples
- Fix AI misfires with practical troubleshooting tips and techniques
This course is ideal for legal teams and individuals already using AI and ready to level up their skills with real-world strategies and examples.
Recorded on July 30, 2025.
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Elly Meenan · Jul 11th, 2025
Elly Meenan, Legal Ops Engineer at Wordsmith AI, gives a hands-on walkthrough of how to build powerful Workspaces using Wordsmith—one of the most flexible and impactful tools for legal teams.
This session covers:
(1) how to set up and structure a Workspace from scratch;
(2) real-life examples like “Ask Legal” channels in Slack that help teams deflect repetitive questions;
(3) practical tips for customizing instructions, syncing live policies, and routing questions to the right teammate.
Designed specifically for in-house counsel and legal ops teams, this customer training session dives into real workflows—so you can start automating answers, tagging teammates, and improving knowledge-sharing across the business with minimal lift.
# Wordsmith
# Workspaces
# Strategies
# prompting
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