Evidence the run may read
- Counsel-approved matter scope
- Custodian and system inventory
- Retention and jurisdiction guidance
production blueprint · legal
Legal hold intake agent blueprint.
Organize an approved hold matter into custodians, systems, date ranges, and unresolved scoping questions for counsel.
Search intent: AI agent for legal hold intake
Published by a2a cloudProduct-source methodology →
01 · the contract
Start from a bounded job, not a blank chat box.
trigger
Counsel authorizes creation or review of a legal hold matter.
owner
qualified legal reviewer
agent stops at
Qualified counsel approves scope, notices, preservation actions, and release.
KPI · decrease
hold packet preparation time (hours). Measure counsel authorization to approved administration packet.
outputs
Artifacts the run must produce
- Custodian and source matrix
- Scope question list
- Draft hold administration checklist
02 · topology
Small specialists. Named handoffs. One accountable decision.
Each stage produces an artifact another stage can inspect. The final node is a person, not an autonomous write to an external system.
- 01
intake
Validate and normalize the legal hold intake inputs.
- 02
matter scope normalizer
Produce the custodian and source matrix.
- 03
custodian mapper
Produce the scope question list.
- 04
litigation counsel reviewer
Challenge the legal hold intake result and prepare an approval packet.
- 05
qualified legal reviewer
Qualified counsel approves scope, notices, preservation actions, and release.
intake→ validated input packet →matter-scope-normalizer
matter-scope-normalizer→ Custodian and source matrix →custodian-mapper
custodian-mapper→ Scope question list →litigation-counsel-reviewer
litigation-counsel-reviewer→ approval packet with evidence references →human-approver
03 · authority
Grant the run only what this case needs.
Source material is read-only. Drafts land in a case-specific output path. Tools may read or propose; the human gate owns the external write.
case inputs
workspace/legal/legal-hold-intake/inputs/**Read only the evidence attached to this workflow instance.
case outputs
workspace/legal/legal-hold-intake/outputs/**Write drafts and evidence artifacts without modifying source records.
approved tools
legal:legal-hold-intake:read-or-proposeInvoke only tools explicitly granted for this run; external writes remain gated.
04 · implementation
A private, bounded starting manifest.
The blueprint starts private, caps its DAG, disables replanning, and exposes no public endpoint. Add only the tools and data adapters this workflow has approved.
a2a.yamlsafe starting point
name: legal-legal-hold-intake
version: 0.1.0
entrypoint: agent:BlueprintAgent
expose:
public: false
composition:
planning: deterministic_dag
max_nodes: 6
max_parallel: 1
max_replans: 005 · acceptance test
Pass only with evidence.
- 01
Evidence traceability
Every material conclusion cites an input artifact or a scoped tool result from this run.
- 02
The packet reflects only counsel-approved scope and does not initiate collection or contact custodians.
The packet reflects only counsel-approved scope and does not initiate collection or contact custodians.
- 03
Approval boundary
The run stops at a proposal and records the human decision before any external side effect.
failure containment
Stop small. Preserve the evidence.
Custodian identity, system ownership, jurisdiction, or date scope is ambiguous.
Containment: Return a partial result with unresolved items; do not broaden scope or perform an external write.
Operator: Attach the missing evidence, narrow the brief, or explicitly approve a new scoped run.
A required input or tool grant is unavailable.
Containment: Stop the affected branch and preserve completed artifacts in the case output workspace.
Operator: Grant only the missing resource or continue with that branch marked out of scope.
06 · proof
Sign the run facts. Keep money in the billing ledger.
Current platform receipts sign caller identity or classification, skill, bounded input evidence, verified grant IDs when present, outcome or result preview, and timing. Optional file, tool, artifact, handoff, evaluation, and review fields require separate instrumentation and are not populated by default. Price, fees, payouts, and later human approvals remain separate platform records.
The example uses only fields populated by the current platform sealing paths. It is illustrative, not a record of a real customer run.
ExecutionReceipt · selected fieldsEd25519 token
{
"receipt_id": "rcpt_01J...",
"schema_version": 1,
"agent_name": "legal-legal-hold-intake",
"caller": "user:workflow-owner",
"task_id": "case_legal_hold_intake",
"skill_name": "legal_hold_intake",
"input_hash": "4d7c...9a2f",
"grant_ids": [
"grt_case_inputs",
"grt_tool_propose"
],
"status": "ok",
"result_preview": "Output prepared: Custodian and source matrix. Human decision remains separate.",
"elapsed_ms": 4218
}related blueprints
Keep the operating model consistent.
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Contract intake triage
Normalize a contract request, identify document and owner gaps, and route it under the approved legal intake policy.
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NDA deviation review
Compare an NDA with an approved template and prepare a clause-level deviation packet for counsel.
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Contract clause extraction
Extract specified clauses and attributes with source locations and confidence for a legal reviewer to verify.
put the pattern to work
Start private. Scope the authority. Require the decision.
Deploy the workflow as a bounded internal agent, verify its outputs and the receipt fields actually emitted, then expand only the scopes your acceptance test proves it needs.