Workflow builder
Workflow Definitions
Draft concept
AI-assisted workflow drafting
Describe a process in normal language, review the proposed steps, outcomes, assignment notes, and notification placeholders, then create an unpublished draft for the normal workflow editor.
Sketch a workflow| Name | Default form scope | Steps | Status | Publish state | |
|---|---|---|---|---|---|
| Cal's Corporate Review Routes corporate intakes through review and opening approval. | Cal's Corporate Intake | 2 | Active | Published / live 7/19/2026 9:12 PM |
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| Evelyn's Employment Review Routes employment intakes through screening and partner approval. | Evelyn's Employment Intake | 2 | Active | Published / live 7/19/2026 9:12 PM |
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| Frank's Intake Review Routes Frank's intake form through team review and final approval. | Frank's Intake Form | 2 | Active | Published / live 7/19/2026 9:12 PM |
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| Maya's Billing Approval Reviews billing setup requests before the matter is opened. | Maya's Billing Setup | 2 | Active | Published / live 7/19/2026 9:12 PM |
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| Nina's Litigation Review Routes litigation intakes through screening and approval. | Nina's Litigation Intake | 2 | Active | Published / live 7/19/2026 9:12 PM |
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| Olivia's Conflict Review Walks a quick conflict check through review and approval. | Olivia's Quick Conflict Check | 2 | Active | Published / live 7/19/2026 9:12 PM |
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| Rosa's Real Estate Review Routes real estate intakes through property review and approval. | Rosa's Real Estate Intake | 2 | Active | Published / live 7/19/2026 9:12 PM |
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| Standard Intake Review Starter workflow for reviewing and approving new matter intake submissions. | New Matter Intake | 2 | Active | Published / live 7/19/2026 9:12 PM |
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| Theo's Counsel Coordination Reviews outside counsel requests before they become work items. | Theo's Outside Counsel Request | 2 | Active | Published / live 7/19/2026 9:12 PM |
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