Book a fit call

Workflows Directory

Find your team’s next superpower.

Results

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.

  • Buyer security questionnaire answers

    When a buyer sends a security questionnaire, your sales owner gets a draft answer matrix: each question beside the evidence your security owner supplied, its date, its limits and a named reviewer, with stale, partial and unverifiable answers marked.

    Starts it
    Sales owner
    Brings
    export, notes, pasted text
    Gets
    4 outputs

  • Candidate outreach drafting

    For each person a recruiter or founder has already chosen to approach about an approved role: a first message and two follow-ups, each personal line traced to a public work source the recruiter supplied, do-not-contact names and opt-outs honoured, and a reply log. The recruiter sends every message.

    Starts it
    Recruiter
    Brings
    export, document
    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.

  • 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.

  • Closed-file retention review

    When closed matter files are ready for records review, the records officer has a draft list for supervising counsel in four groups: files whose period has run under the firm's own schedule, files under a hold, client originals not yet returned, and files that cannot be assessed. Nothing is destroyed or moved.

    Starts it
    Records officer
    Brings
    export, notes, document
    Gets
    7 outputs

    Prepares work for a lawyer. Not legal advice.

  • 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 intake brief

    When another party's agreement arrives, counsel gets a one-page intake brief: what it is, read from its titles, the parties as named, what is missing, the requester's purpose and date, and the reviewer your own routing rules name. It comments on no term; counsel decides.

    Starts it
    Contracts manager
    Brings
    notes, document, pasted text
    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.

  • 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.

  • Discovery requests and commitments register

    Through discovery, the litigation paralegal keeps one register for the handling attorney: each request and its response in the exact words served, the Bates ranges produced against it, every supplement promised in correspondence with its date as written, and the promises now overdue. The attorney decides what it means.

    Starts it
    Litigation paralegal
    Brings
    export, notes, document
    Gets
    9 outputs

    Prepares work for a lawyer. Not legal advice.

  • Document production index and summaries

    From a production review counsel has cleared, the paralegal prepares a draft for that counsel: an index of every document by Bates range, a short summary of each, every statement cited to its Bates page, missing documents and differing passages listed, and anything matching counsel's screen list held by number only.

    Starts it
    Paralegal
    Brings
    export, notes, document
    Gets
    9 outputs

    Prepares work for a lawyer. Not legal advice.

  • Employee onboarding plan

    Every new colleague starts with a first week and a first 90 days planned to the standard of your best manager: what to read, who to meet, what to practice and what productive means at day 30, 60 and 90.

    Starts it
    Hiring manager
    Brings
    notes, document
    Gets
    6 outputs

  • Filing package check

    Before a filing goes to the attorney for signature, the paralegal gets every item on the firm’s own checklist for that court and judge marked pass or open: caption against the docket, length and format, certificates, exhibits, signature blocks and service. The attorney decides and signs.

    Starts it
    Paralegal
    Brings
    export, notes, document, pasted text
    Gets
    5 outputs

    Prepares work for a lawyer. Not legal advice.

  • Hearing preparation pack

    Before a set hearing, the arguing attorney has one draft pack: the hearing as the notice states it, the docket history, each order's directives quoted, each witness's prior statements with page cites, exhibit and checklist status as the firm records them, and an open-items list. The attorney decides every argument.

    Starts it
    Paralegal
    Brings
    export, notes, document
    Gets
    10 outputs

    Prepares work for a lawyer. Not legal advice.

  • Hiring pipeline status report

    Each week your people lead or founder sees every open role on one page: applications at each stage, days open against the target, roles running late, pass-through between stages, which sources lead to interviews, and every blocker with its owner. It counts; it never assesses a candidate.

    Starts it
    People lead
    Brings
    export, notes, document
    Gets
    6 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.

  • Interview plan and scorecard

    Before the first interview, the hiring manager and every interviewer share one plan: the criteria the role needs, the same questions in the same order for every candidate, and a blank scorecard each person fills in alone. It rates no one. People make every decision about a candidate.

    Starts it
    Hiring manager
    Brings
    notes, document
    Gets
    7 outputs

  • Interview process review after a hiring round

    After a hiring round closes, the recruiting lead gets a review of the interview process: questions that gave no usable evidence, competencies nobody covered, inconsistent rubric use, and revisions to approve before the next search. It reviews the process only; no candidate is assessed.

    Starts it
    Recruiting lead
    Brings
    export, notes
    Gets
    6 outputs

  • Interview scheduling and candidate confirmation

    For candidates your team has already chosen to interview, the recruiting coordinator gets one scheduling sheet that lines up each candidate's offered times, in their own time zone, with the interviewers' free time, plus a ready confirmation or availability request for each. A person sends every message and invitation.

    Starts it
    Recruiting coordinator
    Brings
    export, notes, pasted text
    Gets
    5 outputs

  • Invention disclosure brief for patent counsel

    Before the first call with patent counsel, the founder or engineering lead has one factual brief: the invention in the inventor's words, who contributed what and when, every outside demonstration, sale, talk or publication with its date and audience, and the records still missing. Counsel decides.

    Starts it
    Founder
    Brings
    export, notes, document
    Gets
    7 outputs

    Prepares work for a lawyer. Not legal advice.