AI legal ops demo

AI Legal Ops Assistant: Send and track contracts from one chat

Ask a working legal ops assistant to send an NDA. It runs on BoldSign MCP.

Create API sandbox Try the live demo

Sends only your approved templates
Confirms with you before it sends

Legal Contract Sending Assistant

Send the Mutual NDA to Jane Lee at jane.lee@cubeflakes.com.

Sent. The Mutual NDA is on its way to Jane Lee for signature.Document ID: 9b04e7d1…

Start sending a contract...

Example conversation, sample data

Trusted by 100,000+ organizations worldwide

Why BoldSign

Why choose BoldSign for an AI legal ops assistant

BoldSign gives your AI assistant the signing step, so your team sends contracts without opening another app.

Send and track from one chat

Your team sends approved contracts and checks their status in the chat it already uses.
Plug and play setup

Add BoldSign as a connector in Claude Desktop, or wire it into your own agent. Setup takes about 10 to 15 minutes, with no coding. See the setup steps
Approved templates only

The assistant sends only templates your legal team approved. It fills in the counterparty, never the terms.
Easy for counterparties

Counterparties sign from the email link in any browser. They never need a BoldSign account.
A sandbox to try it in

Practise on sample NDAs in the API sandbox before any live contract goes out.

The contract sending problem

Routine contracts take time away from legal work

Every NDA needs a sender

Someone opens the eSignature app, picks the template and types the counterparty’s details.

With BoldSign
Ask in chat, and the assistant sends the approved NDA.

See the steps
Status sits in someone’s inbox

Finding which NDAs are still unsigned means checking each one.

With BoldSign
Ask the assistant which NDAs are still out.

Try the demo
Old versions slip out

A copied file can go out with outdated terms.

With BoldSign
Only approved templates can go out.

See the controls

Live demo

Try the AI legal ops assistant demo

The BoldSign demo is a working legal ops assistant for CubeFlakes, a fictional company. It is connected to a real BoldSign account. Ask it to send the mutual NDA to your own email address. The NDA arrives in your inbox to sign.

Try saying

“Send the Mutual NDA to Jane Lee at your own email address.”
“What’s the status of the NDA I just sent?”
“Which NDAs are still unsigned?”

Live demoConnected to a BoldSign demo account

Open the legal ops assistant demo in a new page

Demo only: NDAs from this demo are not legally binding.

What arrives in your inbox

CubeFlakes via BoldSignJane Lee, please sign: Mutual NDA

CubeFlakes has requested you to review and sign Mutual NDA.

Review and sign

CubeFlakes is the demo brand of a fictional company. Your counterparties see your logo and brand colors in the email and on the contract.

How it works

What happens when you send a contract from chat, step by step?

With BoldSign MCP, one request in chat becomes a signed contract in 4 steps.

You ask for the contract in chat

Name the contract and the counterparty. The assistant repeats the details and waits for your yes.

Legal Contract Sending Assistant
Send the Mutual NDA to Jane Lee at jane.lee@cubeflakes.com.
I’ll send the Mutual NDA to Jane Lee at jane.lee@cubeflakes.com. Shall I go ahead?
Yes, send it.
Sample chat: a legal ops user asks the assistant to send the Mutual NDA and confirms
The assistant sends the approved NDA

It fills your Mutual NDA template with the counterparty’s name and email, then sends it.

Mutual NDA
Disclosing partyCubeFlakes Inc.
CounterpartyJane Lee
Effective dateOct 20, 2026
Term2 years
Sign here
Sample BoldSign signing page showing a CubeFlakes contract with details filled from the chat and a signature field
The counterparty signs

They open the email, review the NDA, and sign on their own device. BoldSign then seals it.

Ref. NDA-2611
Mutual Non-Disclosure Agreement
Disclosing partyCubeFlakes Inc. CounterpartyJane Lee Effective dateOct 20, 2026 Term2 years
Confidentiality terms
Jane LeeCounterparty signature
Oct 20, 2026Date
Sample signed CubeFlakes contract, signed by Jane Lee on Oct 20, 2026
You track it from the same chat

Ask which NDAs are unsigned, or send a reminder. The audit trail names your BoldSign account as sender.

Audit trailMutual NDA
Document ID9b04e7d1…
SenderCubeFlakes Legal, legal@cubeflakes.com
Sent by CubeFlakes LegalOct 20, 09:02:14 UTC
IP +1 XXX XXX XXXX
Viewed by Jane LeeOct 20, 09:05:41 UTC
IP +1 XXX XXX XXXX
Signed by Jane LeeOct 20, 09:07:03 UTC
IP +1 XXX XXX XXXX
CompletedOct 20, 09:07:05 UTC
Sample BoldSign audit trail: sent by the CubeFlakes Legal account, viewed, and signed by Jane Lee with timestamps and IP addresses, then completed

What you can ask

What can you ask a legal ops assistant to do?

BoldSign MCP gives the assistant four everyday contract jobs. Each one works on documents sent through your BoldSign account.

Send an approved contract

“Send the Mutual NDA to Raj Patel.” The assistant confirms the counterparty, then sends.
Find what is still unsigned

“Which NDAs are still out?” It lists each one with its current status.
Nudge or cancel

“Remind Jane about the NDA.” It can also cancel a contract sent in error.

Setup

How do you connect Claude to your eSignature templates without code?

Legal ops can send NDAs from Claude Desktop once BoldSign MCP is connected. No coding is involved.

Create an OAuth app in BoldSign
Open API, then OAuth Apps. Copy the Client ID and Secret.
Add BoldSign to Claude Desktop
Add a custom connector with your region’s address, such as https://mcp.boldsign.com/mcp.
Sign in and restart
Approve access, then reopen Claude Desktop.
Name templates the way you ask for them
Save your NDA as a template called Mutual NDA, with a counterparty role. Claude finds templates by name.
Ask for the NDA by name
Claude confirms the counterparty and template, then sends.
“Send the Mutual NDA template to Jane Lee at jane.lee@cubeflakes.com.”

Read the full setup guide, with screenshots

Control and proof

How do you keep an AI assistant from sending the wrong contract?

BoldSign MCP lets your AI assistant send only the contract templates your team has approved. The assistant sends; the counterparty signs.

NDA terms stay locked

Every clause comes from your approved template. The assistant only adds the recipient.
A summary before sending

The assistant repeats the template and recipient, and sends only after you say yes.
A record for every contract

Each contract keeps a log of sends, views, and signatures, with times and IP addresses.
A sealed, tamper-evident PDF

Each completed document is digitally signed with an AATL certificate. If the file changes after signing, popular PDF viewers show it.
Legally binding signatures

BoldSign complies with the ESIGN Act, UETA, and eIDAS, so its signatures are secure and legally binding.

Security

How is contract data kept secure?

BoldSign protects your contracts and signer data with security controls audited for SOC 2 Type 2. Each standard BoldSign meets is shown below.

Compliance

BoldSign meets global security and compliance standards to protect your documents and data. Manage the settings below to align with your organization’s requirements.

Data Residency

Active (US - Global)

Your documents and signer data are securely stored in your selected region to meet data sovereignty and local regulatory requirements.

View Data Residency Policy

HIPAA Compliance

Enabled

Enable HIPAA mode to protect PHI using administrative, technical, and physical safeguards aligned with HIPAA regulations.

View Details

PCI DSS

Compliant

Payments are securely processed through Stripe, a PCI DSS Level 1-certified provider, ensuring the safe handling and encryption of all payment data.

View PCI DSS Policy

CCPA & CPRA

Compliant

Ensures compliance with California privacy laws, giving residents transparency and control over their personal data, including rights to access, delete, and opt out.

View Privacy Policy

SOC 2 Type II

Compliant

BoldSign has successfully completed a SOC 2 Type II audit, validating our controls for security, availability, confidentiality, and data integrity.

Request SOC 2

UETA & ESIGN

Compliant

BoldSign ensures that all e-signatures are legally binding and compliant with the U.S. ESIGN Act and the Uniform Electronic Transactions Act (UETA).

View UETA & ESIGN Policy

eIDAS (SES)

Compliant

BoldSign complies with the EU eIDAS Regulation (910/2014) and supports Simple Electronic Signatures (SES) by default.

View SES Policy

eIDAS (QES)

Enabled

Enable Qualified Electronic Signatures (QES) for contracts requiring the highest legal assurance under eIDAS.

View QES Policy

The compliance panel in your BoldSign account.

What it costs

Limits to know before you build a legal ops assistant

BoldSign sends, tracks, and seals approved contracts for signature. It does not draft or review contract terms; your legal team does that.

Prices are in USD.

Enterprise API plan needed for live contracts through BoldSign MCP From $30 a month with 40 envelopes, then $0.75 per envelope. Testing in the API sandbox is free. Prices are in USD.

See API plans and pricing

Good to know

2,000 API requests an hour per account, in production
14 actions your agent can call through BoldSign MCP Documents, templates, contacts, users, and teams (tool list).

For developers

How do you build a legal ops assistant like this one?

With BoldSign, legal ops can use Claude Desktop as it is. Developers can also build the assistant into your own tools.

BoldSign MCP
Every resource for developers, with plans and costs.
See the BoldSign MCP page
Send contracts from Claude Desktop
The no-code route, with screenshots.
Read the guide
Build a custom AI agent
A tutorial with code and a human approval step.
Read the tutorial

Common questions

Questions about AI legal ops assistants and eSignatures

What is an AI legal ops assistant?

An AI legal ops assistant sends approved contracts for signature from a chat. It also reports which ones are unsigned. The BoldSign demo shows it with a mutual NDA.

Can AI send NDAs for signature?

Yes. Through BoldSign MCP, an AI assistant sends an NDA from your approved template. Your team confirms each send, and the counterparty signs.

Can the assistant change the contract wording?

No. The terms come from your approved template. The assistant adds only who signs and where to send it.

Does the counterparty need a BoldSign account to sign?

No. BoldSign sends the counterparty a signing link by email, and they sign without an account.

Is the demo company real?

No. CubeFlakes is a fictional company made for BoldSign demos. No real contract or customer data is used.

How does an AI assistant send an NDA for eSignature?

With BoldSign MCP, you ask your AI assistant to send an NDA in plain words. It fills your approved template with the counterparty’s details. Then BoldSign emails the NDA to them to sign.

Works in: BoldSign MCP with Claude, ChatGPT, or an AI agent you build. Counterparties sign in any browser, on a phone or a computer.

Get started

Start sending contracts from chat in the API sandbox

Or book a walkthrough of contract sending from chat with the BoldSign team.

Create API sandbox Book a walkthrough

30-day free trial
No credit card required

Last updated: October 16, 2026

AI Legal Ops Assistant: Send and track contracts from one chat

Why choose BoldSign for an AI legal ops assistant

Send and track from one chat

Plug and play setup

Approved templates only

Easy for counterparties

A sandbox to try it in

Routine contracts take time away from legal work

Every NDA needs a sender

Status sits in someone’s inbox

Old versions slip out

Try the AI legal ops assistant demo

Try saying

What arrives in your inbox

What happens when you send a contract from chat, step by step?

You ask for the contract in chat

The assistant sends the approved NDA

The counterparty signs

You track it from the same chat

What can you ask a legal ops assistant to do?

Send an approved contract

Find what is still unsigned

Nudge or cancel

How do you connect Claude to your eSignature templates without code?

Create an OAuth app in BoldSign

Add BoldSign to Claude Desktop

Sign in and restart

Name templates the way you ask for them

Ask for the NDA by name

How do you keep an AI assistant from sending the wrong contract?

NDA terms stay locked

A summary before sending

A record for every contract

A sealed, tamper-evident PDF

Legally binding signatures

How is contract data kept secure?

Limits to know before you build a legal ops assistant

How do you build a legal ops assistant like this one?

BoldSign MCP

Send contracts from Claude Desktop

Build a custom AI agent

Questions about AI legal ops assistants and eSignatures

What is an AI legal ops assistant?

Can AI send NDAs for signature?

Can the assistant change the contract wording?

Does the counterparty need a BoldSign account to sign?

Is the demo company real?

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How does an AI assistant send an NDA for eSignature?

Start sending contracts from chat in the API sandbox