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Legal Tech AI Copilot

Setting up Legal Tech AI Copilot: what the app listing does not tell you

To get Legal Tech AI Copilot running, take your time over the settings form (AI provider and model, thresholds, approval mode, language, data region and PDF texts) and get to know the fields that link records to company, counterparty, orders, opportunities and users. Freshly installed, the lists are empty: the first week is about seeing what appears in them and checking who is assigned to each record.

FlexigoTech · Editor in charge: Víctor Gómez · Updated 4 November 2026

Key facts

Versions
Odoo 17, 18, 19 and 20
Checked
in the module's source code, version 20.0 · against the sources linked at the end
Reading time
4 min

What the listing does not show before you install

The Odoo Apps listing tells you which versions the app is published for (17, 18, 19 and 20) and what it costs. What you cannot see from there is which fields the records have or what the settings screen contains. Here are those details, as they look in the module straight after installation. If you want the full tour of the menus, read how Legal Tech AI Copilot works inside Odoo.

Clause Types list, settings form, Audit Logs list and Legal Documents list in Legal AI Copilot
A walk through Legal AI Copilot: clause types, settings, Audit Logs with no records and Legal Documents with no records

The settings go well beyond choosing a provider

In the Legal AI Copilot settings form you choose the AI provider (the animation shows Anthropic selected) and the model. The same screen holds numeric thresholds, an approval mode, the language, the data residency region and the header and footer texts for the PDF. Before you upload the first contract, sit down with whoever will review the analyses and agree on the approval mode, the language, the data region and what the PDF should say.

The company_id field turns up in many models

Among the module's fields, company_id (Many2one to res.company) appears again and again. If your Odoo runs more than one company, check on the first records which company gets assigned and that the reviewers have access to it. If you only have one company, it is enough to know the field is there.

There are links to sale.order and crm.lead

The module's fields include attachment_id (to ir.attachment), document_type_id (to legal.contract.document.type), counterparty_id (to res.partner), uploader_id (to res.users), sale_order_id (to sale.order) and crm_lead_id (to crm.lead). Before creating the first records, decide with your team whether you will link contracts to sales orders and opportunities, and how you will fill in the counterparty and document type, so everyone does it the same way from day one.

Contract Analyses list with New button, search bar and columns Name, Document, Counterparty, Analysis Status, Ai Provider, Ai Model and Reviewer
Legal AI Copilot › Contract Analyses, with no records yet: it shows the message Create new document

Several One2many fields and the clause types list

The module's fields include several One2many fields: analysis_ids (to legal.contract.analysis), clause_ids (to legal.contract.clause), risk_flag_ids (to legal.contract.risk.flag) and sanctions_match_ids (to legal.contract.sanctions.match). There is also a prompt_template_id field pointing to legal.contract.prompt.template and a clause_type_id field pointing to legal.contract.clause.type. In the animation, the Clause Types list shows clause types such as Payment Terms, Liability Cap and Termination. Go through it before you start: if your contracts use other clause types, now is the time to spot it.

One field stores the job reference in FlexigoTech Cloud

The module works with a local FlexigoTech Cloud service, and among its fields there is a text field, fgt_job_id, labelled FlexigoTech Cloud AI job. On Odoo Apps, the app costs €9 per Odoo version (17.0, 18.0, 19.0 and 20.0), a one-off payment excluding VAT; the local service is separate: €29/month or €290/year excluding VAT (Pro: €58/month or €580/year). Without a subscription, or with the service suspended, whatever the subscription provides stops; your data stays in your Odoo. If something does not respond, the specific messages are covered in Legal Tech AI Copilot errors and warnings.

Reviewer, accepter and uploader: fields pointing to res.users

Several fields point to Odoo users: reviewer_id, uploader_id, accepted_by_id and user_id, all Many2one to res.users. Before opening the app to the team, set up the people who will review and accept as Odoo users. In the analyses list, the Reviewer column shows who has each one.

Clauses list with New button, search bar and columns Analysis, Clause Type, Extracted Text, Confidence and Status
Legal AI Copilot › Clauses, with no records yet, only empty rows

The lists start empty, Audit Logs included

Straight after installation, Contract Analyses, Clauses, Legal Documents and Audit Logs hold no records. The Audit Logs list only shows the ID column. The analyses and clauses lists have status columns (Analysis Status and Status); you will see there the values each record goes through as soon as you create the first ones, and it is worth the team looking at them together so everyone reads them the same way.

Audit Logs list in Legal AI Copilot with top menu, New button, search bar and only the ID column
Legal AI Copilot › Audit Logs, with no records: empty rows

What to check in the first week

  • That the settings (provider, model, approval mode, language, data region and PDF texts) match what you agreed.
  • That each new document has the counterparty, the document type and, if you decided so, the linked order or opportunity.
  • That the Reviewer column in Contract Analyses is not left empty.
  • Which values appear in Analysis Status and in the Status of Clauses, and whether the team knows what to do with each one.
  • That the Clause Types list covers the clauses you care about.
  • That you look at what appears in Audit Logs once you start working.

If you would like us to set it up with you

At FlexigoTech we implement Odoo 17, 18, 19 and 20 and build bespoke connectors and integrations, so we can help you get the settings and users ready and link contracts to your sales flow. With the subscription, the module for new Odoo versions is included if you bought it at flexigotech.com; on the Odoo App Store, each Odoo version is bought there, from the Legal Tech AI Copilot listing.

Keep reading

How Legal Tech AI Copilot works in Odoo: menus, models and scheduled actionsMenus, models and scheduled actions in Legal Tech AI Copilot for Odoo 17 to 20: what runs every 2 and 5 minutes, what refreshes daily and where to see it.Legal Tech AI Copilot error messages in Odoo: what they mean and what to doEvery error message and warning in Legal Tech AI Copilot for Odoo with its literal text: what each one means, when it appears and how to fix it.Is Legal Tech AI Copilot right for your business? What it covers, what it doesn't and what to prepareWhat Legal Tech AI Copilot covers and leaves out according to its listing, which data leaves your Odoo, what to prepare first and which Odoo versions it supports.
Checked in the module's source code (version 20.0) and the linked sources

Sources