Workflows
Toggle notificationsWorkflow Optimization
Automate your repetitive legal tasks and processes using our AI-powered visual builder.
Workflow Builder
Visually design, automate, and assign tasks with drag-and-drop simplicity.
Click the button below to launch the visual builder, where you can design new workflows or edit existing ones with AI assistance.
AI-Prioritized Task List
AI analyzes your workflows to suggest and prioritize the next critical tasks.
Review Innovate Corp Contract
HighDue: Today | Assigned: Sarah Miller
High complexity, requires immediate attention.
Draft Motion for Beta LLC Case
MediumDue: In 3 days | Assigned: John Doe
Standard procedure, assignable to junior associate.
Client Follow-up: Global Exports
LowDue: This week | Assigned: AI Suggested
Automated follow-up sequence initiated.
My Workflows
Manage your firm's automated processes.
| Workflow Name | Status | Trigger | Last Run | Actions |
|---|---|---|---|---|
| New Client Onboarding | Active | Client Created | 2024-07-21 | |
| Document Review & Approval | Active | Document Uploaded | 2024-07-20 | |
| Monthly Invoicing | Paused | Scheduled (1st of Month) | 2024-06-30 | |
| Case File Archiving | Active | Case Closed | 2024-07-19 | |
| Compliance Check | Draft | Manual | N/A |