Workflows & Automation
Automate routine work with workflows and agents.
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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,…
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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…
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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…
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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:…