Workflows

Pre-built multi-step AI flows at /admin/legal/workflows. Four shipped:

Workflow	Input	Output
Contract Q&A	One contract	Extracted parties, term, termination, governing law, indemnity, IP assignment, noteworthy clauses
Deposition summary	Transcript	Admissions, contradictions, exhibits, follow-up questions
Document compare	Two versions	Semantic diff — added / removed / weakened / strengthened clauses
Discovery triage	Multiple docs	Bulk classification (relevant / privileged / hot / irrelevant) with rationale + privilege basis

Vault picker vs. paste

Each workflow accepts either a Vault doc id or pasted text. Default opens with the Vault picker — search by title / tag / practice area; pick from the firm’s existing corpus.

For one-off text not yet in the Vault, the Paste toggle reveals a textarea. Document Compare’s two slots and Discovery Triage’s multi-select work the same way.

Document Compare → redline .docx

When both versions are filled, a Download redline .docx button appears next to Run workflow. The .docx uses red strikethrough for deletions and green underline for insertions, with a summary footer. Sentence-level diff via stdlib difflib. Drop it into Word and turn on Track Changes if you want the diff committed to the file’s revision history.

Output

Every run persists to legal_workflow_runs with the Why trace id attached. Recent runs (last 10) appear under the gallery when no workflow is selected.

Custom workflows

If the four pre-built shapes don’t fit, see Custom workflows for tenant-defined linear chains and Playbooks for curated multi-step flows (NDA review, due diligence, 50-state survey, negotiation review).