Legal & financial use cases

These are the workflows KAOS was built for — the same use cases the legacy Kelvin documentation covered, rebuilt fresh on the new packages. Every one has a runnable, tested example you can run in one command. They use small inline samples so they run offline; the Real data note on each points at the production data source — including the public kl3m datasets on Hugging Face.

Most reduce to three KAOS patterns: classify (typed Call → a label), extract (typed Call → a structured record), and review/answer (an agent over a corpus). That’s the point — a handful of composable primitives cover the whole domain.

flowchart LR
    doc["📄 Document"] --> classify["<b>Classify</b><br/><small>typed Call → label</small>"]
    doc --> extract["<b>Extract</b><br/><small>typed Call → record</small>"]
    doc --> review["<b>Review / Answer</b><br/><small>agent over a corpus</small>"]
    classify --> c["triage · UTBMS coding · matter tagging"]
    extract --> e["complaints · covenants · deal terms · abstraction"]
    review --> r["contract review · due diligence · research"]

    classDef p fill:#eef2ff,stroke:#6366f1,color:#1e1b4b;
    class classify,extract,review p;

Contracts

Use case	What it does	Run
Contract → reusable template	NER-find parties/amounts/dates → swap for `{{fields}}` → redline (how-to)	`uv run examples/contract-to-template.py`
Contract knowledge management	Extract sections & definitions for a clause library	`uv run examples/contract-definitions.py`
Pre-execution review	Flag unusual clauses & risks before signing (FindingsAgent)	`uv run examples/findings-review.py`
Post-execution abstraction	Extract dates, term, renewal, governing law to track obligations	`uv run examples/uc-contract-abstract.py`

Litigation & matters

Use case	What it does	Run
Litigation triage	Classify court documents by type to route them	`uv run examples/uc-litigation-triage.py`
Matter data tagging	Tag matters with practice area for reporting	`uv run examples/uc-matter-tagging.py`
Complaint & settlement database	Extract parties / violation / penalty into a database	`uv run examples/uc-complaint-extract.py`
Matter / RFP pricing	Estimate cost & staffing from a matter’s scope	`uv run examples/uc-matter-pricing.py`
Conflict checking	Fuzzy-match new parties against the client list (how-to)	`uv run examples/conflict-check.py`
Due diligence	Answer questions over a document corpus with citations (research)	`uv run examples/research-agent.py`

Finance & deals

Use case	What it does	Run
SEC EDGAR / IPO analysis	Extract offering terms from an S-1 into a deal database	`uv run examples/uc-s1-deal-terms.py`
Commercial lending analysis	Extract financial covenants from a credit agreement	`uv run examples/uc-credit-covenants.py`

Billing & compliance

Use case	What it does	Run
Post-bill invoice analytics	Roll up fees by matter/role/UTBMS code (how-to)	`uv run examples/analyze-billing.py`
Pre-bill UTBMS coding	Assign UTBMS task codes to billing narratives	`uv run examples/uc-billing-utbms.py`
Synthetic test data	Generate reproducible billing data to demo/test on (how-to)	`uv run examples/generate-billing-data.py`

Knowledge & monitoring

Use case	What it does	Run
Expertise management	Extract practice areas / industries / languages from profiles	`uv run examples/uc-expertise-extract.py`
Regulatory monitoring	Filter & summarize Federal Register notices by relevance	`uv run examples/uc-regulatory-monitoring.py`