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SOLUTIONS · LEGAL AND COMPLIANCE

AI for compliance and legal teams, confidential by design

Use AI for compliance to ask about policies, contracts and precedents. Keep each answer within the requester’s access boundaries.

  • Retention policy.
  • Ask from Claude, Cursor or Codex.
  • Keep private knowledge private.
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WORKS WITH

Google DriveConnected sourceNotionConnected sourceClaudeAsk through MCPCursorAsk through MCPCodexAsk through MCPUploadsYour documents

Built for In-house counsel, Compliance officers, Legal ops, Privacy teams

What does our retention policy say for EU customers?

The retention schedule identifies the record category, retention period and responsible owner. The EU customer policy links the relevant entry. 1

Retention schedule and EU customer policy

Find the clause. Check the policy. Keep it confidential.

Your in-house counsel and compliance officers share answers with sources.

  • Privacy teams

    Retention policy

    • What does our retention policy say for EU customers?

      On request

    • Which record category, retention period and owner does the schedule identify?

      Before deciding

    Source answer: The retention schedule identifies the record category, retention period and responsible owner. The EU customer policy links the relevant entry.

    Record category and period
    Read the relevant entry in the retention schedule
    Responsible owner
    Named against that entry
    EU customer policy
    Links to the relevant schedule entry

    Sources: Retention schedule and EU customer policy (Google Drive); Dovetail House · Supporting notes (Notion).

    Reads from
    • Google Drive
    • Notion

  • In-house counsel

    Standard clauses

    • Find our standard limitation of liability clause

      Weekly

    • Which approved version and review notes does the template link?

      Before deciding

    Source answer: The clause library contains the current limitation wording and its review notes. The template links the approved version.

    Current clause
    Limitation wording in the clause library
    Review notes
    Read alongside the clause
    Approved version
    Linked from the template

    Sources: Limitation clause library and approved template (Notion); Dovetail House · Supporting notes (Google Drive).

    Reads from
    • Notion
    • Google Drive

  • Legal ops

    Contract terms

    • What's the notice period with Dovetail House?

      On request

    • What delivery method does the signed agreement require, and who owns the contract?

      Before deciding

    Source answer: The signed agreement sets the notice period and delivery method. The contract register names the owner.

    Notice period and delivery
    Read the signed agreement’s exact terms
    Contract owner
    Named in the contract register

    Sources: Signed agreement and contract register (Google Drive); Dovetail House · Supporting notes (Notion).

    Reads from
    • Google Drive
    • Notion

  • In-house counsel

    Keep privileged notes with assigned counsel

    • Which general policy can the team read?

      Weekly

    • Which matter notes remain limited to assigned counsel?

      Before deciding

    Source answer: The general policy is available to the team. Privileged matter notes remain restricted to assigned counsel.

    Wider team
    General policy
    Assigned counsel only
    Privileged matter notes

    Sources: General policy and matter access rules (Notion); Dovetail House · Supporting notes (Google Drive).

    Reads from
    • Notion
    • Google Drive

  • Compliance officers

    Review the access record

    • Who consulted these sources, and when?

      On request

    • How do those source references compare with the matter’s access rules?

      Before deciding

    Source answer: The access record lists the person, request time and sources consulted. Compare those references with the matter’s access rules.

    Person and request time
    Listed in the access record
    Sources consulted
    References recorded for the request
    Matter access rules
    Compare the references with the applicable rules

    Sources: Source access record and matter rules (Google Drive); Dovetail House · Supporting notes (Notion).

    Reads from
    • Google Drive
    • Notion

  • Privacy teams

    Policy history

    • What changed in the privacy policy this year?

      Weekly

    • Which processing description and contact details changed between editions?

      Before deciding

    Source answer: The policy history records the revised processing description and contact details. Both editions remain linked for comparison.

    Revised description
    Processing changes recorded in the policy history
    Contact details
    Changes recorded in the same history
    Both editions
    Open the linked versions for comparison

    Sources: Privacy policy history and linked editions (Notion); Dovetail House · Supporting notes (Google Drive).

    Reads from
    • Notion
    • Google Drive

Less searching. More shared context.

Without HeyBrain

With HeyBrain

Search the retention schedule and EU customer policy for the relevant record category, period and owner.

Find the record category, retention period and responsible owner in the schedule entry linked by the EU customer policy.

Search the clause library and template to match the current limitation wording with its review notes.

Find the current limitation wording and review notes, with the approved version linked from the template.

Read the signed agreement and contract register separately to check the notice requirement and its owner.

Find the notice period and delivery method in the signed agreement, with the owner named in the contract register.

Check which general policy the wider team can read without opening privileged matter notes.

Use the general policy available to the team while privileged matter notes remain restricted to assigned counsel.

ONE CONNECTED BRAIN

One question, across your tools

Bring Google Drive, Notion and your uploads into one cited answer.

Question
What does our retention policy say for EU customers?
Answer
The retention schedule identifies the record category, retention period and responsible owner. The EU customer policy links the relevant entry. (Source 1)
  • Source 1: Retention schedule and EU customer policy (Google Drive)
  • Additional source: Limitation clause library and approved template (Notion)
  • Additional source: Signed agreement and contract register (Google Drive)

FOLLOW THE SOURCE

Review the evidence behind an answer

Open the citation. Read the original wording and surrounding detail.

Answer
The clause library contains the current limitation wording and its review notes. The template links the approved version. (Source 1)
Cited excerpt from Limitation clause library and approved template (Notion)
The clause library contains the current limitation wording and its review notes. The template links the approved version.
  • Source 1: Limitation clause library and approved template (Notion)
  • Source 2: Retention schedule and EU customer policy (Google Drive)

PERMISSIONS IN EVERY ANSWER

Share the context. Keep the boundaries.

Same question, different permissions. Review the request and sources in the access record.

Question
Which precedents apply to this contract review?
Answer for Kiran Moreau (In-house counsel)
Approved clauses and playbook available. Counsel recommends revising clause 12.
Answer for Theo Navarro (Contract coordinator)
Approved clauses and playbook available. Restricted section withheld.
Section withheld from Theo Navarro
PRIVILEGED ADVICE · COUNSEL ONLY
Access record
14:02 · Theo Navarro · Source access checked · 1 SECTION WITHHELD · RECORDED

Company knowledge, under your control

Permissions you already have

Answers respect source access.

Every agent gets its own key

Set its scope. Revoke its key.

A record of every access

Review requesters, sources and access decisions.

Review provider data terms

Check provider data use and retention.

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Repeated contextWhole documents
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FAQ

Questions legal and compliance teams ask

  • What does our retention policy say for EU customers?

    The retention schedule identifies the record category, retention period and responsible owner. The EU customer policy links the relevant entry. Ask follow-ups in the same conversation and open each citation to check the surrounding detail, then share the source with colleagues who can access the same collection.

  • How can I find our standard limitation of liability clause?

    Ask for the limitation of liability wording in your connected clause library and contract template. HeyBrain returns the relevant passage with its source, so you can open the linked version and read the review notes. Use that wording in your drafting process and check the clause against the matter you are working on.

  • Which sources and AI tools can we use?

    Connect Google Drive, Notion and document uploads; Claude, Cursor and Codex ask your company knowledge through HeyBrain MCP. Keep decisions and references available where your team works. HeyBrain supplies knowledge; agents use their own tools for actions requested by the user.

  • How does HeyBrain keep private knowledge private?

    People and agents receive answers from sources they can open. Workspace rules restrict the audience; each agent has its own key and scope. Administrators review requesters, times and source references in activity records alongside workspace membership and source access rules.

  • How do we get the team started?

    Connect your team’s current brief, decision notes and working guide, invite the people who need them and ask a familiar question. Open its source citations before expanding the collection. Align workspace membership and individual agent scopes with each team’s responsibilities.

  • How does HeyBrain reduce AI token cost?

    HeyBrain sends only the context a task needs instead of repeatedly passing whole documents to your AI tool. Use the context calculator to compare the amount you send and your input price. Your team shares the same connected knowledge across tools, so every new conversation can start with the relevant passages and their sources.

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