Orientation

Legal · CLO Agent

Every contract read in full.

The CLO Agent and three specialists review contracts, track deadlines and organize files. Your lawyer decides.

Reports to your lawyer or your outside firm. It does not give legal advice.

One area covers the tasks of up to 10 roles in Legal. We measure how many that is in your company during the Discovery.

Up to 10 roles

What we measure

In the Discovery we review which tasks in your area each specialist can do and how many roles do them today. One area covers the tasks of up to 10 roles. It is usually fewer, and it depends on your process.

The hours

An agent works all 730 hours of the month (24 × 365 ÷ 12). A person on a 40-hour week works about 173.

What it costs

An area can cost a fraction of what those roles would cost. It is an illustrative estimate: your company's figure comes out of the Discovery.

Who decides

The agent prepares and your team decides. Anything that moves money, signs or commits the company is approved by a person, and every step is logged.

What you get

  1. Every contract read in full, with the risky clauses flagged against your template.
  2. Every deadline flagged at 90, 60 and 30 days.
  3. Each matter's files complete and in order.

Its team: 3 specialists

Each specialist delivers a specific piece of work. Pick one to see what it leaves ready and who approves it.

  • CLO Agent specialist

    Contract review

    How often

    per contract

    What it leaves ready

    Reads each contract, flags the risky clauses and compares it against your template.

    Who approves

    Your lawyer decides and negotiates.

    Implementation starts with this specialist.

    How it works, step by step

    1. The contract arrives by email or in your folder.
    2. It reads it in full.
    3. It compares it with your template and your risk table.
    4. It flags each risky clause and leaves alternative wording for your lawyer.
    5. Your lawyer decides and negotiates.

  • CLO Agent specialist

    Deadlines and regulation

    How often

    weekly

    What it leaves ready

    A calendar of deadlines (contracts, permits, licenses, powers of attorney) and the regulatory changes that affect you.

    Who approves

    Your lawyer decides what gets handled.

  • CLO Agent specialist

    Files and evidence

    How often

    per matter

    What it leaves ready

    Complete, organized files for each matter.

    Who approves

    Your lawyer uses them.

A day with the CLO Agent

  1. Per contractReads it in full, flags the risks and compares it with your template.
  2. MondayDelivers the deadlines for the next 90 days.
  3. Every weekChecks the DOF for regulatory changes that affect you.
  4. Per matterBuilds the complete file.

Times are a design reference, not a contract commitment. They're fitted to your operation in the Discovery.

A day with the CLO Agent

  1. Per contractReads it in full, flags the risks and compares it with your template.
  2. MondayDelivers the deadlines for the next 90 days.
  3. Every weekChecks the DOF for regulatory changes that affect you.
  4. Per matterBuilds the complete file.

Times are a design reference, not a contract commitment. They're fitted to your operation in the Discovery.

What it needs to work

  • Your contracts folder (Drive, SharePoint or Dropbox)
  • Your contract-signing platform; a person signs
  • Your email and your calendar
  • The DOF and official sources

We provide the virtual computer and the AI models. Your company gives it access, like anyone who joins.

What we provide and what you provide

When someone joins, you give them a desk, a computer and access to your systems. The agent doesn't use a desk, but it does need a computer and access to the same systems anyone on your team would use.

What a new hire needsWhat the agent needsWho provides itHow it's billed
Desk, chair, notebookNothing——
A computerA dedicated virtual computer, only for your companyOmni AgentIncluded in the monthly fee
Their trainingAI models (the most efficient one for each task), memory with your rules and a log of every stepOmni AgentIncluded, with a monthly usage cap
Their user accountsRead-only access to your bank, plus your ERP, your CRM and your emailYour company, like for anyone who joinsNo cost, unless your system charges per user: then it's one more license
The software for the jobThird-party tools the area needs: WhatsApp Business, CFDI download, contract-signing platform, monitoringDefined in the DiscoveryYou pay the provider directly or, if that isn't possible, we invoice them at cost
Their onboardingDiscovery and implementationOmni AgentFixed price and a final quote
A boss who reviewsA person who approves anything that moves money, signs or commits the companyYour company—
Their signatureNever. The e.firma and payment credentials are never given to the agent.——

Who it works with

What it hands to other areas and what it gets from them.

  • Receives from the CRO AgentProposals and contracts to review before they are sent.
  • Delivers to the CFO AgentDeadlines that carry payments, guarantees or penalties.
  • Delivers to the CEO AgentNumbers and open items for the Monday report. What needs reviewing to operate in a new market, for your lawyer to decide.
  • Receives from the CEO AgentAgreements and priorities for the week.
See Legal on the governance map

What it costs

USD 2,250 a month

Discovery
8 h · USD 1,200, fixed price
Implementation
50–70 h · USD 12,500 – USD 17,500 (estimate)
Time
3 to 4 weeks

Prices in USD plus VAT, billed in pesos at the DOF exchange rate on the payment date.

Implementation and a staged start

Implementation is an estimate. The final quote comes out of the Discovery.

The Discovery has a fixed price: we measure your process, the tasks each specialist will do, the systems it uses and who approves what.

A staged start

Implementation starts with “Contract review” and adds specialists one at a time. While it is being implemented, you pay only for the specialists already working.

Specialists workingMonthly fee
1 specialistUSD 750
2 specialistsUSD 1,500
3 specialistsUSD 2,250

With all 3 specialists working you pay the full monthly fee: USD 2,250 a month.

Prices in USD plus VAT, billed in pesos at the DOF exchange rate on the payment date.

See Legal on PricingBuild your package

Still yours

Legal judgment, signing and appearing before the authorities.

In 30 minutes you'll know if Legal is the place to start.

No cost and no deliverables: we talk about how your company works and where it makes sense to start.

30-minute orientation call