Grok Bot for legal teams: matter bots, routines and attorney review

Module 1Does Grok Bot Fit Your Legal Work?3 lessons

1. 1What Grok Bot Is and How It Differs From Other Grok Bots

   • Describe what a Grok Bot does that a chat tool does not
   • Distinguish Grok Bot, Grok chat Custom Agents and Grok API bots by actions, background running, setup and billing
   • Choose which of the three, if any, suits a given legal workflow
2. 2Plans, Prices and Platforms as of 28 October 2026

   • Identify whether a given plan includes Grok Bot
   • Explain how routines and Bot-to-Bot messages draw on the weekly usage pool
   • Locate the official pricing and plans pages to confirm current terms
3. 3Before Client Material Goes Near It: Approvals and Never-Connect Rules

   • List what must be approved by the firm and client before matter systems are connected
   • Explain why privileged data, personal accounts, admin accounts, saved cards and send or e-signature tools stay out
   • Draft a one-paragraph scope note for a sample matter

Module 2Setting Up Grok Bot Safely for Legal Work4 lessons

1. 4Install, Sign In and Connect Your Plan

   • Install Grok Bot from an official source
   • Sign in with a firm account or company SSO
   • Check the Privacy Mode setting before signing in
2. 5Create a Bot and Give It One Job

   • Create and name a Bot for a single workflow
   • Check a Bot's memory with a review prompt
   • Explain why there is one personal Bot per workflow
3. 6Connect Apps Under Least Privilege

   • Connect an app and confirm it is authorized, not just installed
   • Disable individual app tools a Bot does not need
   • Choose read-only or least-privilege accounts for each connection
4. 7Set Approval Rules, Local Execution, Vault and Notifications

   • Write Ask-first rules for sending, writing to systems of record, signing, deleting and purchasing
   • Set Execution on this computer to Never allow
   • Read an approval card and choose Allow once, Always allow or Deny

Module 3Writing Instructions a Matter Bot Can Follow4 lessons

1. 8The Request Formula: Outcome, Sources, Constraints, Deliverable, Stop Points

   • Rewrite a vague legal request into the five-part formula
   • Add a no-action line to every request
   • Spot a missing stop point in a draft request
2. 9The Bot Setup Message for Legal Work

   • Write a setup message using the JOB/SOURCES/PEOPLE/ASK/NEVER template
   • Name a reviewing attorney and the escalation contact
   • Confirm the Bot remembered the setup
3. 10Guardrails: Citations, UNVERIFIED Labels, Draft-Only and No-Guess Stops

   • Add citation, UNVERIFIED, draft-only and no-guess phrases to a setup message
   • Separate allegations, established facts and open questions in a Bot's output
   • Recognize an embedded instruction in a document as prompt injection
4. 11Skills, Routines and Limits: How Standing Work Gets Scheduled

   • Save a tested chat process as a named skill
   • Write a routine request with owner, schedule, time zone, input, output and failure rule
   • Pause, test, edit and resume a routine from the Bot's Details tab

Module 4Bot 1: The Matter Document-Inventory Bot3 lessons

1. 12Build the Inventory Bot and Index the First Batch

   • Write the inventory Bot's setup message
   • Produce an index with stable document IDs and source links
   • Check index rows against the documents
2. 13Duplicates, Unreadable Files and the Exception Route

   • Define a duplicate rule and test it
   • Route unreadable, encrypted or restricted files to a named reviewer with a best guess
   • Track the flag rate across batches
3. 14Save, Schedule and Test the Inventory Routine

   • Save the inventory process as a skill and schedule it
   • Test the routine with a second batch without reindexing the first
   • Diagnose a routine that did not run

Module 5Bot 2: The Source-Linked Chronology Bot3 lessons

1. 15Build a Chronology With Stable Event IDs

   • Write the chronology Bot's setup message and event fields
   • Assign stable event IDs that survive later updates
   • Verify an event against its cited passage
2. 16Conflicts Go to a Queue, Not Over the Old Entry

   • Write a conflict rule that preserves both versions with sources
   • Build a conflict queue table for the reviewing attorney
   • Spot a silent overwrite in a test run
3. 17Schedule and Stress-Test the Chronology Routine

   • Schedule the chronology routine to run after inventory documents have been reviewed
   • Test with seeded conflicting accounts and a late document
   • Confirm that event IDs stay stable across runs

Module 6Bot 3: Matter-Meeting Prep and Writeback3 lessons

1. 18Draft the Agenda the Day Before

   • Adapt the official Matter Prep prompt to a sample matter
   • Produce an agenda of open questions, contradictions, blockers and wins with links
   • Check every agenda item against its source
2. 19Write Back Decisions With a Preview Table

   • Request a writeback preview with page, field, old value, new value and source line
   • Approve, edit or reject individual rows
   • Confirm the tracker matches the approved preview
3. 20Put Meeting Prep on a Routine

   • Schedule the prep skill for the day before a recurring meeting
   • Handle a missing or stale source in the routine
   • Test the routine and read its run history

Module 7Bot 4: Research Outlines With Citation Verification3 lessons

1. 21Draft a Research Outline From Sources It Can Open

   • Write a research-outline request with issue, jurisdiction and supporting facts from the chronology
   • Require full citation, link, proposition and 'verified by opening: yes/no' for each authority
   • Separate the outline's open legal questions from its stated propositions
2. 22Re-Open Every Authority and Hand Off to the Attorney

   • Run the re-open check and list unconfirmed propositions
   • Mark unconfirmed items UNVERIFIED
   • Schedule and test a weekly re-verification routine
   • Prepare the handoff note for attorney verification
3. 23Optional Variant: Compare a Contract Draft Against Your Playbook

   • Run a playbook comparison that outputs clause, quoted language, standard, risk and fallback
   • Flag clauses the playbook doesn't cover as needs attorney
   • List inconsistent defined terms, cross-references and dates

Module 8Sharing a Legal-Intake Team Bot3 lessons

1. 24Build the Intake Team Bot With Non-Privileged Files Only

   • Create a Team Bot with only non-privileged attachments
   • Write the intake instructions with classification and a 'counsel will respond' rule
   • Audit the apps, secrets, skills and files attached before sharing
2. 25Share, Assign Roles and Bring It to Slack

   • Share with People you invite and set Collaborator or Manager roles
   • Connect the Bot through Bring to your team's Slack
   • Explain who can answer approval cards in Slack
3. 26Run Intake Triage and the Weekly Private Digest

   • Test triage on safe sample requests
   • Schedule a private weekly digest of open requests and conflicting answers
   • Identify content that must never be summarized in a channel

Module 9Reviewing What the Bots Did4 lessons

1. 27Read Work Logs, Run History and Approval Cards

   • Review a Bot's dated work log and a routine's run history
   • Audit Always allow choices and convert risky ones back to Ask first
   • Spot an action that happened without the expected approval
2. 28Re-Check Sources and Trace a Late Document Through Every Product

   • Sample and re-open cited sources across all four bots
   • Trace a late document's effect through inventory, chronology, agenda and outline
   • List every work product a correction must reach
3. 29Pause, Diagnose and Fix a Misbehaving Routine

   • Pause a routine immediately when output is wrong
   • Match a symptom to its documented fix
   • Edit the skill or rule and re-test before resuming
4. 30Clean Up and Record Each Bot's Limits

   • Clean /workspace, sign out of sites and revoke app access
   • Write a limitations register for each bot
   • State what must happen before a bot touches a live matter