FAQ

How can I verify the accuracy of a workflow result?

To verify accuracy, use citations to trace the source of the response within the original documents. Additionally, check the step-by-step breakdown to see the processing details, including the model used and the system prompt that shaped the output. This system ensures that you can cross-reference the accuracy of each output and have full visibility of how results are generated.

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Can I use workflows in other languages?

Yes, you can use workflows in other languages by writing your instructions in the desired language. The system will process your request, but performance may vary depending on the language model used. For the most accurate and reliable results, English is generally the best-supported language.

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How can I review past workflows?

The Workflows history section stores all your previous interactions with Workflows. This allows you to review past results, compare different workflow outputs and resume or rerun a previous workflow.

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Can Workflows access the internet?

Workflows do not access the internet unless explicitly stated. If a workflow uses Web Interaction, it will always be clearly labeled in the detail view with the relevant icon. This ensures secure and predictable behavior aligned with internal policies.

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What LLMs/ models are used for Workflows?

Workflows are model agnostic and use state-of-the-art large language models (LLMs) such as GPT-4 and other firm-approved models, depending on the task and your organization’s setup. You can always see which model was used in the step-by-step breakdown after a workflow runs.

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How can a workflow generate an answer using information that’s not in the documents if it has no internet access?

If no specific files or documents are provided, Workflows use the model’s general training data and reasoning capabilities. For example, the Chat workflow can answer questions based on general knowledge, legal reasoning, or writing best practices, even if you don’t upload any documents. However, if you need document-grounded responses, use workflows like Multi-Document Q&A, Find Me Answers or Agentic Search, which base all outputs on your internal knowledge.

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How do I know if it’s safe to use AI for a particular client or matter?

Always run the Compliance Checker if you're unsure. This tool helps verify whether AI-based processing is allowed for a given client or project. Your firm’s outside counsel guidelines or internal policies may restrict certain workflows, so check before use.  Note: Whether the Compliance Checker is available depends on your firm’s setup. If you do not see it as you run a workflow, please contact your dedicated Customer Success Manager to have it activated. 

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What types of inputs can I use in a workflow?

Workflows typically accept a variety of inputs, including:

• Uploaded documents (PDFs, Word files)
• Selected documents from Search
• Highlighted text excerpts
• Free-text instructions

Each workflow will specify what types of input it supports in the detail view.

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Can I share workflows with my colleagues?

Yes, as the owner of a workflow and if your organization allows it. Some firms support shared access to custom workflows, making it easy to standardize processes across teams. You can also send workflow results or outputs to colleagues directly within your document management system or preferred tools.

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Can I customize a workflow to fit my needs?

Yes. You can modify existing workflows or create new ones using the Workflow Builder. You can change system prompts, inputs, processing logic, and outputs to better align with your specific tasks. For more details, see the Workflow Builder Guide.

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What’s the difference between built-in and custom workflows?

• Built-in workflows are pre-configured and ready to use for common legal and professional use cases.
• Custom workflows are created by your team or organization to fit unique internal needs. These can be private or shared across your team depending on permissions

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Can I combine multiple workflows in sequence?

Yes. You can chain workflows using the Play button on an output. This lets you pass results from one workflow directly into another for further refinement, such as summarizing a document and then translating the summary.

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What happens if a workflow fails or doesn’t give the result I expected?

If a workflow produces unexpected or incomplete results, try the following:

• Use the Follow-Up feature to refine your inputs
• Make sure you've selected or uploaded the right documents
• Check the step-by-step breakdown for errors or missing context

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If needed, contact your internal support team or dedicated Customer Success Manager for further help