Workflow
Run pre-built workflows or build your own, tailored to your firm's specific needs and processes. Automate repetitive tasks and standardize best practices across your organization.
Request a Demo
Automated Legal Workflows
LegalEyes Workflow enables you to automate complex legal processes, from simple document generation to sophisticated multi-step workflows involving multiple team members, document reviews, and approvals.
Our workflow engine understands legal processes and can handle conditional logic, parallel processing, human-in-the-loop approvals, and integration with external systems. Whether you're automating contract generation, managing client onboarding, or streamlining litigation workflows, LegalEyes Workflow adapts to your needs.
Workflows can be triggered manually, scheduled, or automatically based on events. They integrate seamlessly with Assistant, Vault, and Knowledge, creating powerful end-to-end automation for your legal practice.
- Visual workflow builder - no coding required
- Pre-built workflow templates for common legal processes
- Integration with existing legal technology stack
Workflow Capabilities
Powerful automation tools for every aspect of legal practice
Pre-Built Templates
Start with professionally designed workflow templates for common legal processes. Templates include contract generation, client onboarding, matter intake, document review workflows, and compliance checklists.
Each template is fully customizable and can be adapted to your firm's specific requirements. Templates are created by legal professionals who understand the nuances of legal practice, ensuring they reflect real-world workflows.
Custom Workflow Builder
Build custom workflows using our intuitive visual builder. Drag and drop workflow steps, define conditions, set up approvals, and configure integrations - all without writing code.
The builder supports complex logic including conditional branching, loops, parallel processing, and error handling. You can create workflows that handle edge cases and exceptions, ensuring robust automation for your legal processes.
Task Automation & Routing
Automate task assignment and routing based on rules, workload, expertise, or availability. Workflows can automatically assign tasks to the right team members, send notifications, and track progress.
Advanced routing capabilities include load balancing, skill-based routing, escalation rules, and automatic reassignment when team members are unavailable. This ensures work is distributed efficiently and nothing falls through the cracks.
System Integration
Integrate workflows with your existing legal technology stack. Connect to practice management systems, document management systems, billing systems, and other tools through our comprehensive API and pre-built connectors.
Workflows can trigger actions in external systems, pull data from other platforms, and synchronize information across your technology ecosystem. This creates seamless automation that works with your existing tools rather than replacing them.
Workflow Applications
Real-world examples of workflow automation in legal practice
Contract Generation & Review
Automate the entire contract lifecycle from generation to execution:
- •Generate contracts from templates with client-specific terms automatically populated
- •Route contracts through review and approval workflows
- •Automated comparison with standard templates and flagging of deviations
- •Integration with e-signature platforms for seamless execution
A corporate law firm automated their contract generation process, reducing contract creation time from days to hours while ensuring consistency and reducing errors.
Client Onboarding
Streamline new client intake and onboarding with automated workflows:
- •Automated conflict checks and client verification
- •Generation of engagement letters and fee agreements
- •Automatic setup of matter files and document folders
- •Team notifications and task assignments
A mid-size firm reduced client onboarding time from 2-3 days to under 4 hours, improving client satisfaction and allowing attorneys to focus on legal work rather than administrative tasks.
Litigation Workflow Management
Manage complex litigation processes with automated workflows:
- •Automated deadline tracking and calendar management
- •Document discovery and review workflows
- •Motion and brief drafting workflows with review cycles
- •Integration with court filing systems and e-discovery platforms
Litigation teams report significant improvements in deadline compliance and case organization, with automated workflows ensuring nothing is missed in complex, multi-party litigation.
Workflow Builder Features
Visual Interface
Intuitive drag-and-drop interface makes building workflows as simple as creating a flowchart. No technical expertise required.
Conditional Logic
Support for complex conditional logic, branching, loops, and parallel processing. Handle any workflow complexity.
Approval Workflows
Built-in support for multi-level approvals, delegation, and escalation. Configure approval chains that match your firm's structure.
Version Control
Track workflow versions, test changes in sandbox environments, and roll back if needed. Maintain workflow history and audit trails.
Workflow Analytics & Monitoring
Monitor workflow performance with comprehensive analytics and reporting. Track execution times, identify bottlenecks, and optimize your processes for maximum efficiency.
Performance Metrics
Real-time dashboards show workflow execution times, success rates, error rates, and resource utilization. Identify which workflows are most effective and where improvements can be made.
Bottleneck Identification
Analytics automatically identify bottlenecks in your workflows, showing where processes slow down or where manual intervention is frequently required. Use this data to optimize workflows.
Audit Trails
Complete audit trails for all workflow executions, including who triggered workflows, what actions were taken, and when. Essential for compliance and process improvement.
Automate Your Legal Workflows
See how Workflow can transform your legal practice. Request a demo to explore workflow automation.
Request a Demo