Workflow

Workflow overview

Workflow and process automation empower firms to automate legal processes. Whether it is legal project management, due diligence reporting, AI-powered contract review or transaction and litigation management, workflow brings people, content, and process together.
Watch our introduction video on workflows:

Building workflows and rules overview

Add a workflow in
Admin
 >
Workflow management
, then build rules that trigger actions in your workflow process.
A single workflow can contain multiple rules; then each rule defines the triggers that, if conditions are met, start one or more actions.
workflow showing rules and the actions with each one.
Building rules in Workflow
A workflow is defined in a step-by-step process:
  1. Add a workflow as a container that will hold a set of related rules.
  2. Start to build your rule - add a rule description to your workflow.
  3. Add triggers with conditions to the rule, based on:
    • iSheet records
    • Files
    • Tasks
    • Dates
    • Schedule
  5. Activate both the workflow and your rules:
    • Open the
      Rule builder
       screen and select
      More actions
       for your workflow description, select
      Activate
       to change the status of a
      Draft
       workflow to
      Active
      ..
    • Each rule must also be activated - open the rule then select
      More actions
       for each rule that is needed and select
      Activate
      .
Workflow audit history
The Workflow history audit allows you to search through historical workflow activity and also test workflow rules without searching for the automated outputs.