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Law firm Zarwin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
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A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
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2026 SKILLS showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
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Ghosts on the ledger
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Future of professionals report 2025
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Delete workflows
Delete a workflow from a FirmFlow folder when it is no longer needed. Deletions are permanent, so verify your selection before confirming.
important
There is no
Undo
function when deleting a workflow. If you deleted a workflow incorrectly, you can add it again.Internal use only
Deleting a workflow is permanent and can't be undone. If users accidentally delete a workflow, they need to re-add it manually.
If a user requests the recovery of a deleted workflow, contact GoFileRoom Support. Provide as much of the following information as possible to help locate and restore the workflow:
- Client Name
- Client Number
- Service Type
- Engagement Type
- Year
- Period End
- Workflow Type
- Workflow Description
Send this request to the GoFileRoom Systems Team and include the firm's GoFileRoom database ID.
- Select theHomelink in the GoFileRoom toolbar.
- Select theMy Taskstile to open theMy Workscreen.
- Select a folder in the list, and then select the
icon in the Action column to open the FirmFlow Folder. - Select the Workflow button or right-click the workflow, and chooseDelete Workflow.
- SelectOKto delete the workflow.
- SelectOKto return to the FirmFlow Folder screen.
The workflows you selected are now removed from the folder.