Built-In Workflows

Chat

This versatile ChatGPT-like workflow adapts to your needs. You can input text for the AI to process using the optional content field, or add up to five documents as a knowledge source. It's also possible to chat without providing any documents or content. Use the follow-up feature to add more documents or content, and adjust your prompt to further iterate and refine the output. If you want to search across all your documents this is the wrong workflow, in this case you would rather use Agentic Search or Find Me Answers. And if your goal is to improve your writing or check grammar, we offer a dedicated Built-In Workflow that’s specifically designed for that task and performs significantly better than the general Chat workflow.

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Find Me Answers

This workflow allows you to ask the AI questions and get insights directly from all your documents. It's most powerful when you need a fast answer to a specific question, much like Agentic Search. The key difference is that while Agentic Search delves into a broader range of documents for more detailed answers, leading to longer runtimes, Find Me Answers focuses on providing quicker, more direct answers.

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Agentic Search

This workflow is designed to help you find the needle in the haystack across all your available documents. Simply tell it what you're looking for, and it will generate a targeted set of search criteria. You can refine these criteria if needed before the system begins its iterative, agentic search.

The Thinking Effort setting controls how thoroughly Agentic Search looks for documents. There are three levels: Low (3 search iterations, faster), Medium (5 search iterations, balanced), and High (15 search iterations, most thorough).

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Improve Writing / Grammar Check

This workflow helps you check your text for grammar, improve its clarity, or make it sound more professional. Simply paste your text, choose a refinement option, and get an updated version. You'll see changes highlighted and receive an explanation for each modification.

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Document Summarization

This workflow generates concise summaries, highlighting essential information at a glance from the document you've uploaded. This is powerful, especially when you have a very long document and need a quick overview.

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Multi-Document Q&A

This workflow lets you ask questions about one or more documents to get quick insights and aid in your review process. It's designed to help you rapidly extract specific information or understand relationships across multiple files without having to read each one in detail.

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Matter & Client Overview

This workflow provides a concise overview and timeline of events from documents within a selected client, matter, or folder. You can also add optional filters such as excluding redlined documents, specific file types (e.g., emails), or narrowing by taxonomy or author. This workflow is useful for quickly reviewing large matters, preparing for client meetings by reviewing their history, or focusing on specific document types like email communications.

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Events Extraction

This workflow extracts key events, provides an overview of the documents, and organizes these events into a chronologically structured table. The event extraction workflow can be beneficial, especially when dealing with complex cases involving numerous documents and a timeline of events, where you want to gain a clear overview.

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Metadata Extraction

This workflow automatically extracts specific metadata fields you define from a document. This can be applied to standardize and enrich your document libraries, or simply for pulling particular information like author, creation date, or specific tags directly from your files.

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Translate Document

This workflow lets you translate an entire document into a selected language. It functions similarly to online translation services but is fully hosted by the firm, ensuring enhanced security for your confidential information.

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Translate Text

This workflow lets you translate your text input into a selected language. It functions similarly to online translation services but is fully hosted by the firm, ensuring enhanced security for your confidential information.