# Routing policy template (draft)

Use this structure to document how tasks map to **routes** under a named policy version. Replace bracketed fields; remove sections you do not need.

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## Policy metadata

| Field | Value |
|-------|--------|
| Policy name | [e.g. Corporate M&A ,  default routing] |
| Version | [semver or date] |
| Owner | [role / function] |
| Effective date | [ISO date] |
| Review cadence | [e.g. quarterly] |

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## Scope

- **Matter types in scope:** [list]
- **Jurisdictions / clients excluded:** [list]
- **Mandate reference:** [link to supervision model]

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## Task attributes (inputs to routing)

Define the attributes your router evaluates. Examples:

| Attribute | Allowed values | Source of truth |
|-----------|----------------|-----------------|
| Task type | [e.g. summarise, extract, draft, research] | [system / taxonomy] |
| Sensitivity | [e.g. public, internal, privileged, regulator-facing] | [matter record] |
| Destination | [e.g. internal notes, client advice, filing] | [user selection] |
| Reliance level | [e.g. assistive, reviewed, authoritative] | [user selection] |
| Budget band | [e.g. low / standard / premium] | [engagement rules] |

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## Route dimensions

For each **route**, specify:

| Dimension | Example values |
|-----------|----------------|
| Model tier | [frontier / standard / local] |
| Inference environment | [commercial API / private cloud / on-prem] |
| Retrieval | [none / firm KB / matter bundle / both] |
| Human steps | [none / spot check / full review] |
| Execution gates | [see gate matrix] |
| Logging & retention | [bucket / period] |

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## Decision table (sketch)

| If… | Then route… | Because… |
|-----|---------------|----------|
| [task + sensitivity + destination] | [route id] | [risk / cost / mandate] |

*(Add rows; keep explicit enough for audit.)*

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## Overrides and escalations

- **Hard blocks:** [conditions where AI must not run]
- **Escalation path:** [who approves exceptions]
- **Emergency / incident:** [contact, freeze behaviour]

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## Evidence and evaluation

- **Tests or benchmarks tied to this policy:** [links]
- **Monitoring signals:** [rework rate, block rate, latency, cost]

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*Template only, not legal advice. Align with firm risk, privilege and regulatory requirements.*