Email-Based AI Agents with Attorney Oversight

Automate legal work while maintaining complete attorney control. mixus agents ensure verifiable reliability, traceability, and auditability.

Custom Email-Based AI Agents

Run entirely in email. Attorney verification built-in.

Term Sheet Review Agent

Instantly analyze term sheets and create issue list for attorney review

Term Sheet
mixus
mixus Agent
Draft Email
Attorney Review
Email Client
Analyze term sheets
Create issues list for attorney review
Email to client

Pro Forma Modeling Agent

Instantly transform term sheets into cap tables

Term Sheet
mixus
mixus Agent
Cap Table
Attorney Review
Email Client
Build ownership structure models
Calculate dilution scenarios
Generate client-ready cap tables

Venture Financing Document Generator Agent

Instantly draft venture financing documents from term sheets

Term Sheet
mixus
mixus Agent
Draft Docs
Attorney Review
Verified
Generate all financing documents from term sheet
Draft SPA, IRA, Voting Agreement, ROFR/Co-Sale, Charter
Ready-to-review drafts for attorney verification

Equity Grant & CIIA Documentation Agent

Instantly review employment agreements and CIIAs

Employment Docs
mixus
mixus Agent
Grant Excel
Attorney Review
Email Client
Populate equity grant templates
Ensure CIIA compliance
Standardize documentation process

How Attorney Oversight Works in Practice

See the complete email workflow from client request to final delivery

1

Attorney emails agent@mixus.com

CE
christian esmann
to agent, elliot

@agent - Draft the venture financing documents (SPA, IRA, Voting Agreement, ROFR/Co-Sale, Charter) for TechStart Inc based on the attached term sheet.

Have Elliot Katz review the documents, and once he approves, email them to me.

2

Agent does the work, emails attorney for approval

mixus
mixus agent
to elliot, me

Current Status:

  • Venture financing documents for TechStart Inc are completed
  • Drafted: SPA, IRA, Voting Agreement, ROFR/Co-Sale, Charter
  • Awaiting Elliot's review and approval

Next Step:

Once Elliot approves, email Christian all the documents

3

Attorney approves (or edits, then approves)

EK
Elliot Katz
to agent, me

@agent - Approved.

4

Agent completes task

mixus
mixus agent
to elliot, me

Elliot Katz approved all documents, which are attached to this email.

Attachments:
TechStart_SPA_Final.pdf
Stock Purchase Agreement • 1.8 MB
TechStart_IRA_Final.pdf
Investors Rights Agreement • 1.5 MB
TechStart_Voting_Agreement_Final.pdf
Voting Agreement • 1.2 MB
TechStart_ROFR_CoSale_Final.pdf
ROFR/Co-Sale Agreement • 1.3 MB
TechStart_Charter_Final.pdf
Amended Charter • 2.0 MB

✓ Task completed with attorney verification

Attorney Control at Every Step

Attorney Review Required

Nothing goes to clients without attorney approval

Email-Native

Works via email - no new tool to learn

Full Audit Trail

Complete record of every decision and approval

Why Legal Teams Choose mixus

Purpose-built for legal practice – reliability, oversight, and traceability built in

Built for Legal Workflows

Built to seamlessly integrate with established attorney workflows

Client Data Protection

SOC 2, ISO 27001, ISO/IEC 42001, GDPR compliant

Attorneys-in-the-Loop

Attorney review required before any client delivery

Team Collaboration

Assign review tasks to specific attorneys or legal staff

See mixus Agents in Action

Watch how attorneys are using AI agents to streamline their practice

Term Sheet Review + Pro Forma Modeling

See how attorneys use mixus to review term sheets and create cap tables

Privacy Policy Agent

See how attorneys generate privacy policies from data maps

200+ Integrations

Works with Your Legal Tech Stack

Your agents pull context from every tool attorneys use daily—document management, calendars, and more

Microsoft

Microsoft 365

OutlookOutlook
TeamsTeams
OneDriveOneDrive
WordWord
ExcelExcel
SharePointSharePoint
Google

Google Workspace

GmailGmail
CalendarCalendar
DriveDrive
DocsDocs
SheetsSheets
SlidesSlides

And Many More

Salesforce
HubSpot
Slack
Notion
Jira
Linear

200+ integrations available

Enterprise-Grade Security & Compliance

Your client data is protected with industry-leading security standards

SOC 2 Compliant

SOC 2

Type II Certified

ISO 27001:2022

ISO 27001:2022

Information Security

GDPR Compliant

GDPR

EU Data Protection

ISO 42001:2023

ISO 42001:2023

AI Management System

HIPAA Compliant

HIPAA

Healthcare Data Privacy

Ready to Transform Your Practice?

Schedule a personalized demo to see how mixus agents can save you time while maintaining the reliability, oversight, and traceability attorneys need.