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Feature Guide

Workflows

Chain AI steps into repeatable legal processes — from research to drafting.

Overview

What are Workflows?

Workflows are pre-built, multi-step AI processes designed to automate complex legal tasks. Instead of running one prompt at a time in the Assistant, a Workflow chains several AI steps in a defined order — handling the logic, sequencing, and output formatting for you.

Each Workflow is purpose-built for a legal use case: researching a regulatory topic, drafting a contract section, reviewing a document against a checklist, or verifying compliance with a specific framework. You fill in the parameters (documents, context, jurisdiction) and the Workflow does the rest.

Workflows are organized by category and practice area, so you can quickly find the right one for your task. You can run them on demand and review each step's output individually.

Automated multi-step AI

Each Workflow runs 3–10 AI steps in sequence. No manual copy-paste between prompts — outputs feed automatically into the next step.

📂

Research workflows

Synthesize multiple sources, identify relevant precedents, and generate a structured research memo in one click.

✍️

Drafting workflows

Draft contract clauses, legal opinions, or client letters with your documents and context as input.

Compliance workflows

Run your documents against regulatory checklists and get a gap analysis with recommended actions.

How to use

1

Browse the Workflow catalog

Open the Workflows section to see all available workflows. They are organized by type: Research, Drafting, Review, and Compliance.

2

Filter by category or practice area

Use the filters at the top to narrow down workflows relevant to your legal domain — Corporate, Labour Law, GDPR, etc.

3

Click 'Open workflow'

Open the workflow detail page to read what it does, how many steps it contains, and what inputs it requires.

4

Fill in parameters

Provide the required inputs: upload documents, enter context (jurisdiction, parties, dates), and set any configuration options.

Tip: the more detailed your input context, the more accurate the workflow output.

5

Run the workflow

Click Run. You will see each step execute in real time. Most workflows complete in 30–90 seconds depending on complexity.

6

Review and export outputs

Each step produces its own output. Review them individually or export the final consolidated result as a document.

Video tutorial

Watch: Running your first Workflow (4 min)

Tips & best practices

Start with a template workflow

Before building custom prompts, check if an existing Workflow already handles your task. Most common legal tasks are covered.

Review intermediate steps

Each step in a Workflow produces output you can inspect. If a step is off, adjust your input context and re-run.

Combine with Structured Review

Use Workflows to generate content and Structured Review to analyze it across multiple documents simultaneously.

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