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Mixus

AI agent platform for attorneys that works through email and Microsoft Word with firm-level oversight and playbook-based governance.

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Mixus is an AI agent platform designed for attorneys and law firms. It integrates directly with email and Microsoft Word, letting legal professionals delegate contract redlining, deal modeling, and document analysis to AI agents while maintaining full attorney oversight through playbook-based governance and firm-level controls.

Key Capabilities

  • Email-based agent interaction: attorneys forward matters to the agent by email, CC reviewers, and receive work product back in the same thread without switching tools.
  • AI redlining: contracts are returned with track changes, and every edit includes a comment citing the specific playbook rule that required it.
  • Deal modeling: term sheets and cap tables sent by email return as working .xlsx files with live formulas, dilution breakdowns, SAFE conversion checks, and price-per-share calculations in under 15 minutes.
  • Playbook system: prior deals and approved language are captured as review rules, including preferred positions, fallback clauses, and unacceptable terms. Playbooks are versioned and can be scoped by client, contract type, or practice area.
  • Continuous learning: attorney decisions (accept, edit, dismiss) improve future agent runs. Repeated patterns become proposed rules that attorneys review and approve before they take effect.
  • Microsoft Word add-in: attorneys can accept, edit, or dismiss AI suggestions without leaving their document editor, maintaining their existing drafting workflow.
  • Firm memory: institutional standards carry forward across matters automatically. Similar matters start with already-applied firm positions based on prior approvals.

Use Cases

  • Contract review and negotiation: send an MSA, NDA, or other legal agreement to the agent and receive a redlined version with playbook-cited edits, a reasons list explaining every change, and flagged issues requiring attorney judgment.
  • Deal structuring: email a term sheet and cap table to receive a complete pro forma covering post-financing cap table, fully diluted shares, founder and investor percentages, SAFE conversion, and wire amounts.
  • Document analysis: extract key clauses, flag deviations from firm standards, and summarize contract terms across multiple agreements with consistent playbook rules.

How It Works

The workflow follows four steps. First, an attorney forwards a matter to the agent by email, CCing any reviewers who need visibility. Second, the agent processes the work, whether redlining a contract, building a financial model, or analyzing a document. Third, the attorney reviews the returned work in Word or email, accepting, editing, or dismissing each suggestion. Fourth, every review decision updates the playbook, so the next run starts from a more informed position.

Security and Compliance

Mixus is built for confidential client work. The platform is SOC 2 Type II certified and ISO 27001:2022 certified, with support for GDPR and HIPAA compliance. Data is encrypted with TLS 1.3 in transit and AES-256 at rest. Customer-managed encryption keys (BYOK) are available for sensitive deployments. The platform enforces zero data retention by model providers and offers matter-level data compartments, per-edit exportable audit trails, and US and EU data residency options.

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