Legal RAG template

Legal RAG Template

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About the legal RAG template

This document was created by Olga Tatarinova as part of a webinar demonstrating how her team uses Grist as part of a structure-first RAG (retrieval-augmented generation) system.

This specific example is designed for a legal context, but the workflow suits any application that requires precise information retrieval. This document itself represents the structured metadata modified by Olga’s team and referenced by AI agents to write accurate SQL against a client database.
  • A legal domain data model built in Grist.
  • Incorporates the three concepts of minimal modeling: anchors, attributes, and links.
  • Designed to be fed to AI tools like Claude as context to enable accurate database querying.

Watch live demo

In this webinar, Olga Tatarinova, co-founder of Epoch8, walks through the production setup her team uses across client projects. She shows the anonymized data model used in this template, explains the minimal modeling methodology her team uses to describe each client’s domain, and demonstrates how Claude reads the structured metadata to write accurate SQL against a client database.

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Build on your own terms

If you have an existing workflow in tools like Google Sheets or Excel, you can easily import it into this template right away. Grist’s incremental imports feature allows users to import new activity to existing data, and Grist intelligently combines it without creating duplicates or needing manual cleanup.