Workflows Directory
Find your team’s next superpower.
- Function: Finance and accounting
- Function: Legal and contracts
- Industry: Law firms
- Industry: Software technology
- Clear all filters
Results
43 workflow templates, showing 1 to 24
Authority comparison table
From the opinions, statutes and regulations counsel selected, and only those, the researching lawyer gets one side-by-side table: each authority's court, date, stated issue, operative words, posture and separate opinions, quoted with pinpoints, and a list of every quotation to check. The lawyer decides what applies.
- Starts it
- Researching lawyer
- Brings
- export, notes, document
- Gets
- 3 outputs
Prepares work for a lawyer. Not legal advice.
Case chronology from the matter documents
From the document set the handling attorney approved, the paralegal or associate prepares a draft chronology for that attorney: each event with its source and Bates number or page, document dates kept apart from event dates, conflicting accounts side by side, and the gaps. What matters is left to the attorney.
- Starts it
- Paralegal
- Brings
- export, notes, document
- Gets
- 5 outputs
Prepares work for a lawyer. Not legal advice.
Citation and quotation check
Before a draft is filed or relied on, the associate or paralegal has one worksheet: every citation, quotation and record cite counted, then set against the sources supplied, and every good-law check left for the lawyer. No result calls anything confirmed; each says only what was compared.
- Starts it
- Associate
- Brings
- export, notes, document
- Gets
- 4 outputs
Prepares work for a lawyer. Not legal advice.
Client billing summary
Before an invoice goes out, the billing coordinator has a summary the client can read: fees by timekeeper, task and phase, expenses and write-downs, tied to the pre-bill. Every entry that breaks the client's billing guidelines reaches the responsible attorney as a decision, with the amount at stake.
- Starts it
- Billing coordinator
- Brings
- export, notes, document
- Gets
- 5 outputs
Closed-file retention review
When closed matter files are ready for records review, the records officer has a draft list for supervising counsel in four groups: files whose period has run under the firm's own schedule, files under a hold, client originals not yet returned, and files that cannot be assessed. Nothing is destroyed or moved.
- Starts it
- Records officer
- Brings
- export, notes, document
- Gets
- 7 outputs
Prepares work for a lawyer. Not legal advice.
Cloud spend variance bridge
When cloud or tooling costs move away from budget, the finance lead and the engineering manager get a bridge from budget to actual by service and cost owner, with usage beside each large move, the unallocated and shared costs, and the questions each side must answer.
- Starts it
- Finance lead
- Brings
- export, notes
- Gets
- 6 outputs
Conflict search record
Before the responsible attorney decides on a new matter, the conflicts clerk has a draft search record: every name searched with its aliases and related entities, every possible match with its source matter and why it matched, the names still to search, and the limits of the search. It clears nothing.
- Starts it
- Conflicts clerk
- Brings
- export, notes, document
- Gets
- 5 outputs
Prepares work for a lawyer. Not legal advice.
Consultation fact record
After a first consultation, the intake attorney gets a draft fact record: each statement marked by how the client knows it, each date by how exactly it was given, the outcome the client wants set apart, every document mentioned but not supplied, and questions to choose from. It names no legal issue.
- Starts it
- Paralegal
- Brings
- export, notes, document
- Gets
- 5 outputs
Prepares work for a lawyer. Not legal advice.
Contract amendment trace
Before a question about a signed contract goes to counsel, the contracts manager has one dated history of the provision that matters: every signed document in order, each version quoted with its document and section, every gap marked, and a list for the lawyer to confirm. It never says which wording controls.
- Starts it
- Contracts manager
- Brings
- export, notes, document
- Gets
- 6 outputs
Prepares work for a lawyer. Not legal advice.
Contract intake brief
When another party's agreement arrives, counsel gets a one-page intake brief: what it is, read from its titles, the parties as named, what is missing, the requester's purpose and date, and the reviewer your own routing rules name. It comments on no term; counsel decides.
- Starts it
- Contracts manager
- Brings
- notes, document, pasted text
- Gets
- 6 outputs
Prepares work for a lawyer. Not legal advice.
Contract issues table for counsel
Before counsel negotiates a vendor or customer agreement, the contracts team hands over one cited issues table: every clause quoted with its section, the playbook position it meets or departs from, the playbook’s fallback wording copied beside each departure, and the approver your matrix names. Counsel decides.
- Starts it
- Contracts manager
- Brings
- notes, document, pasted text
- Gets
- 7 outputs
Prepares work for a lawyer. Not legal advice.
Contract renewal and notice register
From your signed agreements and amendments, the contracts manager gets a register for counsel to confirm: each term, renewal and notice clause quoted with its section, cancel-by and send-by dates proposed only under counsel's own counting rules, and the windows sorted by proposed send-by date. Nothing is sent.
- Starts it
- Contracts manager
- Brings
- export, notes, document
- Gets
- 5 outputs
Prepares work for a lawyer. Not legal advice.
Deposition transcript summary
Before the next deposition, a motion or trial, the attorney has a draft page-line summary of the transcript, arranged by the topics they named: every point cited, every exhibit and objection logged, and every place the testimony differs flagged without a label. The attorney decides what it means.
- Starts it
- Paralegal
- Brings
- notes, document
- Gets
- 8 outputs
Prepares work for a lawyer. Not legal advice.
Discount request review
Before a price below list goes to a customer, whoever approves it gets one page: the discount and what it costs in margin, every clause of your own written policy met or missed, who approves and in what order, and what the customer gives in return. A person decides; nothing is sent.
- Starts it
- Sales lead
- Brings
- export, notes, document
- Gets
- 7 outputs
Discovery requests and commitments register
Through discovery, the litigation paralegal keeps one register for the handling attorney: each request and its response in the exact words served, the Bates ranges produced against it, every supplement promised in correspondence with its date as written, and the promises now overdue. The attorney decides what it means.
- Starts it
- Litigation paralegal
- Brings
- export, notes, document
- Gets
- 9 outputs
Prepares work for a lawyer. Not legal advice.
Document production index and summaries
From a production review counsel has cleared, the paralegal prepares a draft for that counsel: an index of every document by Bates range, a short summary of each, every statement cited to its Bates page, missing documents and differing passages listed, and anything matching counsel's screen list held by number only.
- Starts it
- Paralegal
- Brings
- export, notes, document
- Gets
- 9 outputs
Prepares work for a lawyer. Not legal advice.
Filing package check
Before a filing goes to the attorney for signature, the paralegal gets every item on the firm’s own checklist for that court and judge marked pass or open: caption against the docket, length and format, certificates, exhibits, signature blocks and service. The attorney decides and signs.
- Starts it
- Paralegal
- Brings
- export, notes, document, pasted text
- Gets
- 5 outputs
Prepares work for a lawyer. Not legal advice.
Headcount plan
For a founder, people lead or finance lead preparing next year: every role and its cost by team, the new roles and backfills with their months, the fully loaded cost month by month against the budget, and what changes if revenue lands lower or higher. It plans roles and money, never decisions about named people.
- Starts it
- Finance lead
- Brings
- export, notes
- Gets
- 5 outputs
Hearing preparation pack
Before a set hearing, the arguing attorney has one draft pack: the hearing as the notice states it, the docket history, each order's directives quoted, each witness's prior statements with page cites, exhibit and checklist status as the firm records them, and an open-items list. The attorney decides every argument.
- Starts it
- Paralegal
- Brings
- export, notes, document
- Gets
- 10 outputs
Prepares work for a lawyer. Not legal advice.
Inbound demand or claim intake record
When a demand, claim or subpoena arrives, the company's lawyer gets one intake record the same day: who sent it, what it asks, every date it states, the facts and citations it relies on, related matters, where the records are, and a question on keeping them. It rates nothing and recommends nothing.
- Starts it
- Legal operations coordinator
- Brings
- export, notes, document
- Gets
- 2 outputs
Prepares work for a lawyer. Not legal advice.
Invention disclosure brief for patent counsel
Before the first call with patent counsel, the founder or engineering lead has one factual brief: the invention in the inventor's words, who contributed what and when, every outside demonstration, sale, talk or publication with its date and audience, and the records still missing. Counsel decides.
- Starts it
- Founder
- Brings
- export, notes, document
- Gets
- 7 outputs
Prepares work for a lawyer. Not legal advice.
Investor update
Each month or quarter, the founder gets a drafted update for investors: the headline, key figures against plan and last period, cash and runway, wins, problems told plainly with what is being done, and specific asks. Every figure comes from the company's own reports. The founder approves and sends it.
- Starts it
- Founder
- Brings
- export, notes, pasted text
- Gets
- 3 outputs
IP ownership and licence question table
Before an agreement or statement of work is signed, IP counsel gets one table of the ownership, assignment, licence, background-IP and confidentiality clauses, each quoted with its section, set against the company's own IP positions and led by whether the assignment words counsel expects were found.
- Starts it
- Contracts manager
- Brings
- notes, document
- Gets
- 6 outputs
Prepares work for a lawyer. Not legal advice.
Journal entry preparation
At month end, your bookkeeper hands the controller every proposed journal entry ready to review: balanced lines on accounts from your own chart, the arithmetic and the document behind each amount, whether it reverses, and who approves it. Nothing is posted until a person approves.
- Starts it
- Bookkeeper
- Brings
- export, notes, document
- Gets
- 4 outputs