Your best process, run the same way every time.
A workflow is your team’s process, codified once and run consistently forever — AI steps and human review woven into a single, repeatable sequence you launch into any case. No two cases drift apart again.
Codify the work once. Run it perfectly, forever.
Most teams keep their best process in someone’s head. A workflow turns it into something the whole team runs the same way, on every case.
Capture your best process once and run it the same way every time — no reinventing the process for every case.
Every run follows the same steps and standards, so quality never depends on who happened to pick up the work.
Combine autonomous AI steps with human review, so judgement stays where it belongs and the rest runs itself.
Define it once on the left. It runs the same on every case.
A workflow is a sequence of typed steps — AI work, branches, human sign-off and a defined output. Launch it into a case and it produces the same result, with the same trail, every time.
Start from a library of ready-made workflows.
120+ templates, or build your own.Runs a complaint to your procedure and drafts the response.
Extracts the terms, dates and risks from any agreement.
Runs a document checklist across an entire data room.
Assesses a new rule against your existing policies.
Triages documents for relevance and sensitivity.
Gathers the facts, checks cover and recommends a route.
Opens a case and sets it up from an initial request.
Assembles, indexes and paginates a case bundle.
Build your own. No code, just your process.
Compose a workflow the way you’d describe it to a colleague — the steps, the conditions, the tools each step can use, and the points where a person signs off.
Sequence AI and human tasks into one repeatable flow.
Add conditions so the workflow adapts to each case.
Let steps search, read, draft and write to your systems.
Pause for a person wherever a decision really matters.
Run them however the work arrives.
Launch a workflow by hand, let an event start it, schedule it, or run it across a whole portfolio at once.
Launch a workflow into any case in a single click.
Start the moment a document or an event arrives.
Run recurring reviews without anyone remembering to.
Run the same workflow across hundreds of cases at once.
What changes when the process is the product.
Based on early deploymentsConsistent by design. Auditable by default.
Because the steps are fixed, the standard is fixed — and every run leaves a complete, reviewable record behind it.
Every run follows the same steps, so output never quietly drifts.
Every step, input and decision is logged and replayable.
Change a workflow and see exactly what changed, and when.
A named person signs off wherever judgement is required.
Questions teams ask about workflows.
How is a workflow different from an agent?
A workflow is a fixed sequence you launch into a case; an agent is autonomous and decides what to do next. Many workflows call agents as one of their steps.
Do we need to write code?
No. Workflows are composed from steps, branches, tools and approval gates in a visual builder — start from a template or a blank canvas.
Can a workflow involve people, not just AI?
Yes. Human review and sign-off are first-class steps, so your team stays in the loop exactly where judgement is needed.
Where do workflows run?
On demand inside any case, on a trigger, on a schedule, or in bulk across a whole portfolio of cases.
Will every run really be the same?
That’s the point. The same steps run every time with a complete audit trail, so quality never depends on who picked up the work.
Can we adapt the templates?
Start from a template and change any step, or build your own from scratch. Workflows are versioned, so you can always see what changed.