Workflow Templates

The routine work, done the same way every time.

Paste in intake notes, a contract or a day of time entries and get a structured, attorney-ready result in a fixed format. Five templates are ready, and you can write your own. Everything is a draft for an attorney to check.

By hand Professional and upYour own Custom Workflow

How it works

1

Pick a template

Choose the Client Intake Qualifier, Contract Review, Billing Narrative, Demand Letter Drafter, NDA Analyzer or your own Custom Workflow.

2

Paste the raw material

Intake notes, a contract, an NDA, time entries or case facts, up to 30,000 characters.

3

Run it

A list of steps shows what is happening as it runs.

4

Review the result

You get a structured result in the same sections every time. Copy it, edit it and decide what to do.

Watch it work

Three templates run on fictional material. The cursor picks the template, pastes the text and runs it. Every result is a shortened sample.

Run one on your own paperwork. Seven days free.Start free trial

What it includes

Results run about 500 to 1,200 words, and up to about 2,000 for a long document. Every result in the demo above is a shortened sample.

Client Intake Qualifier

Triage for a new inquiry. Covers a case score from 0 to 100 with a reason, the matter type, urgency, the key facts, red flags, the likely limitations period, five questions for the first meeting and a recommended next step.

Contract Review

A full review of a contract. Covers a plain-English summary, key terms, each party's obligations, risk clauses quoted with the practical consequence, missing protections, negotiation leverage, an overall risk rating and a recommended action.

Billing Narrative

Rough time entries rewritten into professional billing language. Each entry leads with an action verb, names the document, party or issue, and keeps to one or two lines. The time is never added to or changed.

Demand Letter Drafter

A formal demand letter from case facts. Covers the opening, a chronological statement of facts, the legal basis, itemized damages, the demand, a 14-day response deadline and the consequences of not responding.

NDA Analyzer

A full look at a non-disclosure agreement. Covers whether it is mutual or one-way and who it favors, how broad the definition of confidential information is, duration, permitted disclosures, aggressive or unusual clauses, missing protections, negotiation priorities and a recommendation.

Custom Workflow

Write your own instructions and an input template with a placeholder for the pasted text, and run it on anything.

Step list

Each run shows its steps as they happen, so nobody wonders whether it is working.

How the quality is controlled

The same sections every time

Each template asks for a fixed set of sections, so two attorneys running it get the same shape of result.

Written from a practitioner's seat

Each template speaks as the role that does the work: an intake coordinator, a contracts attorney, a billing specialist, a litigator.

Plain English with the risk quoted

Contract and NDA reviews quote the exact language and say what it means in practice.

Nothing added to your time

The Billing Narrative rewrites what you gave it and does not inflate or add time.

Your profile applied

Your state, practice areas and firm context shape every run.

Your review comes first

Every result is a draft for an attorney. Check it before it is relied on or sent.

What it does not do

It does not run by itself

A person pastes text in and runs it. It does not watch your inbox or your files.

It does not send or file

The result stays on your screen until you copy it.

It does not set deadlines by your state's rules

The demand letter template uses a 14-day response deadline. Use the Document Drafter when your state's pre-suit notice rules decide it.

It does not read scans

Paste text. For a scanned contract, use the Contract Analyzer.

Your firm

Standardize the routine. Write the rest yourself.

The templates are a starting point. A Custom Workflow is how your firm's own process goes in.

Your instructions

Tell it who it is and what to produce, in your firm's words.

Your input template

Write the prompt around a placeholder where the pasted text goes.

For the whole firm

Every attorney and staff member at the firm can use the templates and write a custom one.

How firms use it

The first look at an inquiry

Triage a new intake the same way each time before an attorney calls back.

A contract on a deadline

Get a summary, the risk clauses and the missing protections in minutes.

End-of-week billing

Turn rough time entries into narratives a client will not dispute.

A quick NDA check

See what is aggressive or missing before you send comments.

A first demand letter draft

Start from the facts and have a letter ready to edit.

Your own checklist

Turn a routine your firm repeats into a Custom Workflow.

Which plan includes what

Workflow Templates, by plan.

FeatureCoreProfessionalEnterprise
The five ready templatesNoYesYes
Custom WorkflowNoYesYes

Every run uses one AI action from the firm's monthly usage, which is 700 per person on Professional. See pricing.

Your clients' information

What happens to what you paste in.

Client confidentiality is your duty, so the answers are written down in plain terms.

Not used to train AI

Our AI provider's terms prohibit using what we send to train its models. It may keep requests for up to 30 days for safety monitoring, then deletes it.

Kept apart by firm

Each firm's work is visible only to that firm. Connections are encrypted, passwords are hashed, and two-step sign-in is available.

What happens to the text

The text you paste in is sent to run the workflow and the result is shown on screen.

Yours to remove

You can ask for deletion at any time. If you cancel, your data is kept for 30 days, you are reminded, and then it is deleted.

Read the full details on Trust and security.

Questions

What firms ask before they start.

What is a Workflow Template?

A saved way of handling a routine piece of work. You paste in the raw material, such as intake notes, a contract or time entries, and it returns a structured result in the same format every time.

Does it run by itself?

No. An attorney or staff member pastes text in and runs it. The result appears on screen. Nothing is sent, filed or saved to a client record for you.

Which templates are included?

Client Intake Qualifier, Contract Review, Billing Narrative, Demand Letter Drafter and NDA Analyzer, plus a Custom Workflow you define yourself.

What does the Client Intake Qualifier return?

A case score from 0 to 100 with a reason, the matter type, urgency, the key facts, red flags, the likely limitations period, five questions for the first meeting, and one recommended next step.

What does Contract Review return?

A plain-English summary, key terms, each party's obligations, risk clauses quoted with why they are a problem, missing protections, negotiation leverage, an overall risk rating and a recommended action.

How is it different from the Contract Analyzer?

The Contract Analyzer is a full tool with scans, a choice of four actions and a side-aware risk review. Contract Review here is one fixed, structured report for a routine contract.

What does the Billing Narrative do?

It rewrites rough time entries into clear, specific billing language that leads with an action verb, and it never adds or changes the time.

Can I build my own?

Yes. In Custom Workflow you write the instructions and an input template with a placeholder for the pasted text, and run it.

How much can I paste in?

Up to 30,000 characters at a time.

How long are the results?

About 500 to 1,200 words, and up to about 2,000 for a long document, with every requested section kept as tight as it can be.

Is the demand letter's deadline set by my state's rules?

No. The Demand Letter Drafter template sets a response deadline of 14 days. Use the Document Drafter when your state's pre-suit notice rules decide the deadline.

Does it use my firm's profile?

Yes. Your state, practice areas and firm context are applied to every run, like every other tool.

Is my firm's data used to train AI models?

No. Our AI provider's terms prohibit using what we send through its API to train models. The provider may keep it for up to 30 days for trust-and-safety monitoring and then deletes it.

Run the next routine.

Seven days free, no card required.

Also: the Contract Analyzer and the Document Drafter.