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Designed and built a Clause Bank Builder for a 22-staff Malaysian conveyancing law firm as the foundation of their legal document automation system.
The problem was not just generating documents. The firm needed a way to organise its legal knowledge first: approved wording, reusable clauses, transaction scenarios, placeholders, trigger rules, exclusions and version history.
The tool gives the team a simple Windows interface to add, edit, browse and review clauses without touching code. Each clause can be categorised, marked as active or draft, linked to usage conditions, and exported for backup. This creates a structured legal knowledge base that can feed future SPA generators, tenancy agreements, letter templates, matter workflows and Microsoft 365/SharePoint automation.
The aim was to keep the system practical for a real law office: offline, maintainable, plain-English, and easy for non-technical staff to understand.
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This type of workflow can be customized for B2B companies, SaaS businesses, agencies, real estate, e-commerce, recruitment, consulting, customer support, healthcare, finance, education, and other service businesses.
Already know what you want to automate? → Send me your current workflow and I’ll map out how we can automate it.
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I'd use the human approval step to capture corrections, not just a yes/no decision. If a reviewer changes the extracted lead details, does the workflow update Airtable and the reporting record before sending the email?
I built an AI agent that handles customer operations — refunds, order lookups, and support tickets — with a human approval gate built into the workflow. The agent proposes the action, pauses, and waits for a human to approve before anything executes. The LLM never makes the final call. Role-based access and a full audit trail are enforced in code, not prompts. Deployed live on Azure Container Apps.
The pause for human sign off keeps refunds safe while still offloading the lookup work to the agent.