Surface 04 · UoP · Live

Unit of Potentialan optimal configuration of human and AI to achieve a business outcome under specific constraints.

TAG × Harvey · AI in the Legal Department

Generated 2024-Q1 · Configured 2025-Q3 · In Production 2026-Q1 · Compounding now

In ProductionAlignment 82★ Measured

TAG × HarveyMeasured TAG × Agentforce UKConfigured

2 of 2 In Production · funnel-definitions-v0.1

Lifecycle · Confidence progression · 4 stages

Generated2024-Q1
EST
Plan: TAG GC office identifies external-counsel-spend reduction as primary objective · 100-seat pilot scope drafted · Harvey selected on capability + EU data-residency.
Configured2025-Q3
MOD
Pilot → Play → Performance: 100 seats deployed Apr 2024 · Productivity Feb 2025 (+50) · Performance Jul 2025 renewal at 200 seats · KPIs locked (queries/user, hours saved, satisfaction).
In Production2026-Q1
MEA
January 2026 snapshot · 172 MAU on 200 seats · 9,550 queries/month · 42.7% DAU/MAU (above 35.5% Harvey peer benchmark).
Compoundingnow
MEA
Super-user cohort +300% YoY (3 → 12); custom-workflow run count climbing; agentic-frame domain agents queued.

Measured outcome · Receipts · 4 quarters live

Live: $5M of $12M identified · 0 displacements · 10% time reallocated.

Last telemetry sync · Jan 2026 cut

$12M

Value identified

$5M

Realized · 42% of identified

174

Roles augmented

+16

Reskilled

Involuntary displacements

10%

Time reallocated

01 · The Alignment Decision

TAG × Harvey · AI in the Legal Department

$12M identified realizable value · $5M realized run-rate · 10% attorney-time reallocated (4 hrs of a 40-hr week per the Sulzer deck) · 174 roles augmented · 16 reskilled into higher-value practice areas · 0 involuntary displacements.

02 · The Configuration — Human × AI

How work divides

Harvey leads precedent research (68% of slice) and compliance review (46%). OpenAI leads clause generation (52%) and summarization (58%). Anthropic leads redlining (48%). In-house counsel retains adversarial judgment (78%, human-gate). r.Potential governs the allocation + the reskilling pathway, audited quarterly by the methodology board.

03 · How Work Changes — Layer 5 Workforce Impact

Role-level impact · 200 roles in scope

200 roles in scope10% attorney time reallocated from repetitive drafting to adversarial judgment

Role	In scope	Augmented	Reskilled	Retained	Displaced
Group Legal Counsel (HQ) High-judgment cohort. Harvey augments precedent + clause drafting; humans retain deal-strategy + cross-border judgment. ~4 hrs/wk freed for higher-value work.	30	80%	7%	13%	0%	See role data →
Regional / Country Legal Counsel Largest cohort — 35% reduction in external-counsel reliance on routine matters. Named reinvention pathway: Front-Door Operator (regional-specialist + cross-border practice lead).	75	86%	9%	5%	0%	See role data →
Compliance & Data Privacy AI handles research-volume + jurisdictional cross-checks across 40+ regulators. Named reinvention pathway: AI Governance Lead (TAG Academy 12-week program · DPO-track adjacent).	35	88%	9%	3%	0%	See role data →
Contract Management & Operations Highest-augmentation cohort. Harvey CLM-mode handles drafting + redline; humans retain exception handling + supplier-negotiation strategy. Named reinvention pathway: Domain-Agent Steward.	40	92%	5%	3%	0%	See role data →
Legal Ops / Paralegal / Knowledge Mgmt Net-positive role expansion. Named reinvention pathway: Knowledge Mgmt Owner (TAG Academy 14-week program · Legal-AI Operations Specialist track).	20	90%	8%	2%	0%	See role data →

Zero-elimination constraint satisfied. Every at-risk role has a validated redeployment pathway sourced from TAG's 104M-placement-per-year substrate. A UoP where redeployment arithmetic does not close is returned to Generated — we do not ship UoPs that trade dignity for optimization.

Worker voice — what the people in scope are saying

The transcripts collated. What they're enthusiastic about · what they're concerned about · the pathway to retain the role with the freed-up time.

Enthusiasms

What people are saying yes to

10% of weekly hours reclaimed for higher-judgment work
Contract Management & Operations: 88% report capacity freed for the harder, more interesting parts of the role
Legal Ops / Paralegal / Knowledge Mgmt: 90% report capacity freed for the harder, more interesting parts of the role
Compliance & Data Privacy: 88% report capacity freed for the harder, more interesting parts of the role

Concerns

What needs to be addressed honestly

Pace of change — "will the next pilot actually find the next reskill cohort?"
AI-output review load — who owns the failure mode when an agent gets it wrong?

Reinvention path

How the role evolves with freed-up time

Group Legal Counsel (HQ, senior)30
High judgment cohort. Harvey augments precedent + clause drafting; humans retain deal-strategy + cross-border judgment. Net 4hr/wk freed for higher-value work.
Regional / Country Legal Counsel75
Largest deployment cohort — 35% reduction in external counsel reliance reported on routine matters; reskill path: regional-specialist + cross-border practice lead.
Compliance & Data Privacy60
AI augments research-volume + jurisdictional cross-checks; reskill into AI-governance + DPO-track roles via TAG Academy 12-week program.
Contract Management & Operations40
Highest-augmentation cohort. Harvey CLM-mode handles drafting + redline; humans retain exception handling + supplier-negotiation strategy.
Legal Ops / Paralegal / Knowledge Mgmt12
Reskill path: Knowledge Mgmt analyst + Legal AI ops specialist (TAG Academy 14-week program). Net-positive role expansion.

Live sentiment pipeline (Reddit · Glassdoor · HN · Blind) lands Q3 2026 with public-signal aggregation. Until then, the human-centered narrative above is grounded in the workforce table + L6 alignment factions for this UoP.

Worker perspectiveWhat this means for you as a…

Junior Associate Paralegal Compliance Counsel

04 · Who Needs to Align — L6 Stakeholder Alignment Feasibility

Gate 2 — inside-out · stakeholder consensus

L6 Stakeholder Alignment · Gate 2 (inside-out)Procensus consensus · Semantic-RBO · Measured

Purpose

Unanimous on outcome — attorney-time reallocation to adversarial judgment + cross-border deals

Authority

RACI clean — CHRO owns workforce, CIDO owns tech, CFO gates capital, Works Council consults on reskilling

Accountability

Slight divergence on sustained-commitment horizon — CFO 18mo review cadence vs CHRO quarterly; resolved as quarterly

Overall feasibility

Ready-to-deploy

consensus path: in production at Measured tier · KPIs published quarterly to Works Council + IRB · 0 displaced anchor.

Sponsor

Dr. Stefan R. Sulzer · Group General Counsel · Group Legal

200 seats live · Audited the AI-In-Legal deck Mar 2026 · KPIs measured + audited.

CHAMPION

Workforce Voice

Daniela Seabrook · Chief Human Resources Officer

Reskilling commitment funded · zero involuntary transitions · TAG Academy capacity ready.

GATEKEEPER

Finance Gate

Valentina Ficaio · Chief Financial Officer

External-counsel substitution validated · measurable EUR savings on 23% of users.

GATEKEEPER

Vendor Partnership

Harvey Customer Success

API telemetry shared · activation + GAU/MAU benchmark vs Harvey peer cohort.

CHAMPION

05 · What We Measure

Measurement framework

Projected

$12M identified realizable value · 200-seat Performance phase baseline

Actual · Measured

$5M realized · 174 augmented · 16 reskilled · 0 displaced · 10% time reallocated (Jan 2026 cut · 4 qtrs telemetry)

Source: TAG × Harvey deployment · sourced from Sulzer 'AI in the Legal Department' deck · 18 March 2026 · quarterly receipts published to TAG Works Council + IRB · role-transition dataset available on request · Last sync: Jan 2026 cut

Accountability ledger

Dignity-with-productivity audit · receipts for the workforce table above.

Displaced

Zero-elimination constraint satisfied

Reskilled / transitioned

Validated redeployment plans

174

Augmented in role

Same role · new capacity

New roles created

Net-new headcount from this UoP

200

Total in scope

Per analytics line

Measured

Confidence tier

Live telemetry · Sulzer + TAG placement substrate

Sponsor on record: Dr. Stefan R. Sulzer · Group General Counsel · Group Legal
Ceiling flags: None — full score unlocked.
Independent measurement: r.Potential measures the UoP and the deploying entity. Audit grade.

This week · items affecting this UoP

1
Cigna · HR Operations UoP governance-ceiling capping score at 40%
Proposed UoP at Cigna flagged with no sponsor + governance-50 ceiling flags. Steve Collector-mode active — asked CTxO to designate P&L sponsor. Pending 9 days. Recommended action: flag for Friar / board preview before announcement.
2
TAG · Legal Drafting outcomes tracking above forecast (+$1.6M vs Q1 plan)
340 roles augmented vs. 300 forecast. $32M realized vs. 100 forecast. Works Council-approved pathway holding. Confidence tier upgraded Estimated→Measured for workforce dimensions.
3
Upcoming SEC filing · JPMorgan $2B Q1 capex tagged AI infrastructure
Q2 earnings Aug 8. JPMorgan Legal UoP is Configured, not yet Measured. Narrative draft on record cites "$45M annualized;" ceiling-capped at Modeled until deployment telemetry lands.
4
Methodology v1.1 weight update: Workforce Redesign Readiness rising 15→22%
Methodology board quarterly review scheduled May 15. Six deployed UoPs will see composite alignment score adjusted ±2-5 points post-change. TAG + Stripe UoPs remain in Ready tier; Allianz, Policy Review moves Gated→Ready.
5
New named-enterprise reference: Shopify AI Toolkit (Apr 9 2026)
Shopify Community published public Q&A on Claude Code integration. Triggers inclusion in Stripe-adjacent reference set for Software Engineering archetype. Upgrades Layer 5 allocation confidence tier.