> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ravenna.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Policy and compliance questions

> Stop answering the same legal question every week: write your positions down once, let the agent quote them, and keep a strict boundary on what it will not answer.

Roughly half of what reaches a Legal desk is not a review request, it is a question that has been asked before. "Can I sign this?", "do we need a DPA?", "what is our standard payment term?", "can I share this deck under our NDA?".

Those questions are answerable from documented positions, which makes them the highest-return thing a Legal team can hand to an agent. It is also the setup that needs the tightest guardrails.

> [!NOTE]
>
> **Prerequisites:** a private Legal workspace with a channel and an agent, plus the [contract review](https://docs.ravenna.ai/guides/playbooks/legal/contract-review.md) playbook, which is where the reusable positions come from.

## What good looks like

**1. Write down the positions you already hold**

You have them. They are in past redlines, in emails, and in a lawyer's head. Getting them into text is the whole project.

Start with the ten you answer most:

| Position document | Answers |
| - | - |
| Signature authority | Who can sign what, at what value |
| Standard commercial terms | Payment terms, notice periods, term length, auto-renewal stance |
| Liability and indemnity playbook | Your standard cap, what you will move on, what you will not |
| NDA guidance | When one is needed, whose template, what counts as confidential |
| Data processing | When a DPA is required, subprocessor stance, transfer mechanism |
| Security questionnaire answers | The questions sales gets asked every deal |
| Marketing and claims review | What needs review before publication |
| Employment basics | Offer letters, contractor versus employee, references |
| Vendor onboarding | What Legal needs before a vendor is approved |
| Regional differences | Where your standard answer changes by jurisdiction |

One topic per document, with an explicit title. A single "Legal FAQ" page with forty headings retrieves worse than ten focused pages.

Learn more in [structuring knowledge for AI](https://docs.ravenna.ai/guides/best-practices/knowledge-for-ai.md)

**2. Scope the folder to the channel**

Point the Legal knowledge folder at the Legal channel. Two reasons: the agent stops pulling an IT runbook into a contract question, and you avoid the reverse, where a Legal position leaks into an answer in a public IT channel.

**3. Be blunt in the custom prompt**

This is the one desk where the boundary belongs in the custom prompt rather than in an attached rule, because it is a global guardrail rather than a conditional behavior.

You answer questions about this company's documented legal positions. Quote the relevant position and name the document it came from. You do not give legal advice, interpret a contract clause, assess whether something is enforceable, or state a position that is not written down. If the question is not covered by a position document, or it concerns a dispute, a regulator, or a specific counterparty's language, create a ticket for the Legal team and say that you have done so.

You answer questions about this company's documented legal positions. Quote the relevant position and name the document it came from. You do not give legal advice, interpret a contract clause, assess whether something is enforceable, or state a position that is not written down. If the question is not covered by a position document, or it concerns a dispute, a regulator, or a specific counterparty's language, create a ticket for the Legal team and say that you have done so.

Everything conditional, "route privacy questions to the DPO", "tag security questionnaire requests", belongs in an attached rule instead. The custom prompt is for environment and global limits.

Learn more in [writing agent rules](https://docs.ravenna.ai/guides/best-practices/writing-agent-rules.md)

**4. Run it in testing mode for a week**

Turn the agent on in testing mode and read every response before anyone outside Legal sees one. You are looking for one specific failure: a confident answer that is not in a document.

Read at least twenty conversations. This is not a formality on a Legal desk, it is the acceptance test.

Learn more about [testing and deploying agents](https://docs.ravenna.ai/documentation/automate/agents/deploy-monitor.md)

**5. Treat the gaps as the roadmap**

The knowledge gaps report tells you which questions people ask that your positions do not cover, ranked by how often they come up. That is a better prioritized list of documents to write than anything a planning session produces.

Work the top two each week and the desk gets measurably quieter within a month.

Learn more in [closing knowledge gaps](https://docs.ravenna.ai/guides/how-to/close-knowledge-gaps.md)

**6. Feed the answers back from review work**

The last step of the [contract review](https://docs.ravenna.ai/guides/playbooks/legal/contract-review.md) checklist is recording the negotiated position. That is where the next round of position documents comes from, which is what stops this desk from being a one-time knowledge-writing exercise.

## Where teams get this wrong

> **A soft prompt**
>
> "Try to be careful" is not a boundary. Name the things the agent will not do.

> **One giant FAQ page**
>
> Retrieval works on documents. Split them.

> **Skipping testing mode**
>
> A wrong legal answer costs more than a wrong IT answer, and it is the one place a week of review is obviously worth it.

> **Positions that live in a lawyer's head**
>
> If it is not written down, the agent cannot quote it, and neither can anyone covering a holiday.

## Next

> **[Writing agent rules](https://docs.ravenna.ai/guides/best-practices/writing-agent-rules.md)**
>
> Prompt versus rules, and why it matters.

> **[Close knowledge gaps](https://docs.ravenna.ai/guides/how-to/close-knowledge-gaps.md)**
>
> Turn unanswered questions into documents.


## Related topics

- [Legal](https://docs.ravenna.ai/guides/playbooks/legal/overview.md)
- [Contract review](https://docs.ravenna.ai/guides/playbooks/legal/contract-review.md)
- [User handbook](https://docs.ravenna.ai/guides/user-onboarding/handbook/simple-edition.md)
- [Workspaces](https://docs.ravenna.ai/documentation/platform/workspaces/overview.md)


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