Workflows & Automation
Automate routine work with workflows and agents.
Repeating steps for each item in a list
A loop step runs a set of steps once per item in a list from an earlier step, so one workflow can act on every case,…
Running workflow steps without using credits
Most workflow actions can run as a plain operation with no AI and no credits. This guide covers how to pick one, how to fill in…
Building & Editing a Workflow
The workflow builder is where you create and customise automation for your firm. This guide walks through the canvas, the step types, and how to save…
What Workflows Are
Workflows turn repetitive legal processes into automated sequences, so your team spends less time on admin and more time practising law. A workflow has two parts:…