Workflows

Build and edit workflows

Use the workflow builder to design repeatable legal processes. The builder shows a graph of steps with a right-side edit sheet. Switch between read-only viewing and edit mode to modify the workflow.

Builder canvas modes

The builder canvas shows the workflow graph in a read-only view by default. Switch to Edit mode to add, remove, or change steps. In edit mode, steps are displayed as compact one-line rows with a right-side edit sheet that opens when you select a node.

Add and manage steps

Start from the empty state message No steps yet and click Add your first step to begin building. Between the input and output nodes, you can Add step after, Add step at start, or Delete step from the context menu. The sidebar shows fields such as Name, Description, Purpose, Branches, Output, and Workflow inputs. A Saving… indicator appears while the workflow is being persisted.

Branch rejoin controls

Condition steps create branches in the workflow graph. Each branch can be configured with one of three rejoin behaviors:

  • Convergence step: Set an explicit step where the branches rejoin.

  • Auto-rejoin: The graph automatically infers where branches should rejoin.

  • Never rejoin: Keep the branches separate so they never merge back into a single path.

Branch labels sit under condition handles with extra spacing to make the graph readable.

Chained outputs and terminal completion

Workflows can have multiple outputs chained across milestone steps. Only the terminal output should complete the run; intermediate outputs do not prematurely finish execution. The backend blocks runs from completing on intermediate outputs, and output source steps keep their downstream connections intact.

Workflow email tasks create or edit Outlook drafts only. They cannot send email automatically. When a workflow includes an email step, the run will produce a draft rather than sending a message.

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