Know what your firm knows— instantly

Discover what your firm can achieve when every lawyer has instant access to your full institutional knowledge.

Locating & Selecting Workflows

To locate the most useful workflow for your needs, navigate to Workflows and start by entering keywords in the search bar at the top of the page. This allows you to quickly identify workflows that match your query. To further refine your search, you can filter workflows based on specific capabilities, use cases, or other properties, as well as change the default sorting. For a more in-depth understanding on when to use which built-in workflows and how they work, refer to Section Built-in Workflows.

History and Favorites are powerful tools to quickly locate and reuse workflows you've previously executed and found useful. History keeps a record of every workflow you've run, making it easy to revisit recent tasks. Favorites allows you to bookmark specific workflows you frequently use or particularly like, ensuring they're always just a click away for future use. Together, they streamline your workflow management and help you work more efficiently.

Overview of select high value workflows, from built-in to custom-made showing a good filter set on the left