A legal agent has a role, configuration, permitted tools, activity, and assignment context. Create or configure agents only when the firm can explain what they do, what data they may use, and who reviews their work.
Agent teams organize capabilities; they do not expand the underlying user's permissions.
An automation should state the event that starts it, the conditions that narrow it, the action it takes, and the record it changes. Use dry-run or review behavior where available before turning on a consequential workflow.
Inspect execution history when a result is unexpected; do not infer success from the rule merely being active.
Ask Hub routes operational requests and decisions to owners. Confidentiality and decision permissions affect what a member can see or decide. Keep the request's outcome on the record rather than resolving it only in a private message.