Workflows Directory
Find your team’s next superpower.
- Function: Legal and contracts
- Function: Procurement and suppliers
- Business situation: Established businesses
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39 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.
Bid or no-bid and RFP response plan
Before anyone starts on a response, your bid manager sees every requirement in the request checked against your own evidence, your bid criteria tested and the buyer questions ready. A named person decides whether to bid; then a dated plan says who does what by when.
- Starts it
- Bid manager
- Brings
- export, notes, document
- Gets
- 6 outputs
Business insurance renewal review
Before the business insurance renews, the owner gets one pack: every policy with insurer, limits, deductibles, premium and dates; renewal terms beside expiring ones, every change marked; what changed in the business; claims; and questions for the broker. The broker and the owner decide all cover.
- Starts it
- Owner
- Brings
- export, notes, document
- Gets
- 8 outputs
Carrier performance review
The shipping lead gets a lane-by-lane comparison of carriers from the delivery export and the freight charges: on-time delivery, damage, tracking gaps and cost, each with the shipments behind it. A person decides whether to raise issues or change carrier.
- Starts it
- Shipping lead
- Brings
- export, notes
- Gets
- 5 outputs
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.
Category sourcing plan
For the buyer or operations lead who owns one spend category, such as packaging or IT hardware: its spend and suppliers on one page, where it sits on a supply-risk and spend matrix, the value levers the evidence supports, and a dated sourcing plan. A person chooses the approach.
- Starts it
- Buyer
- Brings
- export, notes
- Gets
- 7 outputs
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.
Component end-of-life exposure brief
When a supplier announces a component constraint or end-of-life date, the sourcing lead gets one brief: where the part is used, stock and demand set against the stated dates, and questions about replacements, with unverified availability kept apart from approved supply.
- Starts it
- Sourcing lead
- Brings
- export, notes, pasted text
- Gets
- 5 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 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.
Contractor safety prequalification
For a named job, the operations, facilities or site manager gets a safety questionnaire scaled to the risk of the work, then a record of the contractor's answers scored only on the evidence supplied, with every gap, the conditions that close it and a review date. A competent person decides.
- Starts it
- Operations manager
- Brings
- export, notes, document
- Gets
- 7 outputs
Dental lab case tracker
The office coordinator keeps one tracker of every case at an outside dental lab: when it went, the lab's due date against the patient's seating, which cases are overdue or due back too late, each remake with its stated reason, and each lab's on-time record for the quarter. A person calls every lab.
- Starts it
- Office coordinator
- Brings
- export, notes
- Gets
- 4 outputs
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.
Estimate basis pack
An estimator pricing a job from drawings, takeoffs and supplier quotes gets one worksheet: every figure with its quantity source, rate source and date beside it, each exclusion listed and every gap already written as a scope question. The estimator verifies; the bid lead decides the figure.
- Starts it
- Estimator
- Brings
- export, notes
- Gets
- 4 outputs
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.
Inbound receiving exception trace
When what arrived does not match the advance shipment notice, the receiving supervisor or inventory controller gets the notice, the packing list and the scans side by side by item and lot, with missing references and questions to investigate. Nothing is adjusted and nobody is contacted.
- Starts it
- Receiving supervisor
- Brings
- export, notes
- Gets
- 5 outputs
Legal hold custodian tracker
Once counsel has issued a legal hold, your legal operations lead keeps one tracker for counsel: every custodian and system in counsel’s scope, who has acknowledged and who is overdue, who has left or changed role, the refresh date counsel set, and reminders copied from counsel’s own text for a person to send.
- Starts it
- Legal operations lead
- Brings
- export, notes, document
- Gets
- 3 outputs
Prepares work for a lawyer. Not legal advice.
Menu input cost change review
When supplier prices change, the chef and food-and-beverage manager get one worksheet: each price movement tied to the quantities in the supplied recipes, the cost per portion of every affected dish before and after, and questions for the chef. It sets no menu price.
- Starts it
- Chef
- Brings
- export, notes
- Gets
- 5 outputs
Order size comparison
When a supplier offers a bigger discounted order, the inventory planner gets each quantity costed the same way: yearly cost, cash tied up, months of cover and storage fit. The planner chooses the quantity; nothing is ordered.
- Starts it
- Inventory planner
- Brings
- export, notes
- Gets
- 6 outputs
Outside-counsel invoice questions
When a law firm’s invoice arrives, legal operations has one worksheet ready: every line set against the agreed rates, the approved matter budget and the company’s own billing guidelines, each difference written as a neutral question for the firm. Nothing is sent, paid or rejected until people decide.
- Starts it
- Legal operations manager
- Brings
- export, document
- Gets
- 10 outputs
Prepares work for a lawyer. Not legal advice.
Privilege log entry check
Before a draft privilege log goes to review counsel, the paralegal gets an entry-by-entry check against counsel’s approved format and role map, and a list of logged documents’ attachments with no entry. It checks metadata only: review counsel makes every privilege call and writes or approves every description.
- Starts it
- Paralegal
- Brings
- export, notes, document
- Gets
- 6 outputs
Prepares work for a lawyer. Not legal advice.