An agent for every matter, built your way

Every firm has a way of doing things that took years to earn. Workflow Agents let you write that way down once, in plain language, and run it on every matter you open. No code, no templates, no waiting on us to build your feature. Your process becomes the agent.

Generic AI does the work generically

The uncomfortable truth about most legal AI is that it does everyone’s work the same way. But a disclosure review at your firm is not a disclosure review anywhere else: the order you check things, the clauses you never let slide, the way you write to clients. That judgment is the practice. Tools that flatten it save time on the parts that did not matter and lose the parts that did.

So we built the opposite: an agent you shape. A Workflow Agent is your sequence of steps, your standards and your tone, encoded once and carried out by Donna with the full machinery underneath: retrieval over the matter’s documents, drafting, comparison, timelines, and citations for every claim.

Built in plain language

You build a Workflow Agent the way you would brief a capable junior: describe the steps, name what to look for, say what good output looks like. “Review the disclosure against the contract. Flag anything about easements or boundary disputes. Summarise for the client in plain terms, no legal citations in the client note.” That is a real build, not pseudocode. Refine it the same way: run it, read the output, adjust the words.

It runs where the work lives

A Workflow Agent runs inside a Space, against that matter’s own documents, under that Space’s permissions. It retrieves only what the person running it is entitled to see. Its claims carry citations that open the exact region of the source page. Anything that changes the state of a matter stops at an approval gate first, and every run leaves a full audit trail: each step, each tool call, each source consulted, and what it cost.

Yours to share, yours to control

• Your Library, and the firm’s. Workflow Agents live in the Library alongside your precedents and playbooks: foldered, starred, filtered by practice area, findable in one search.
• Running is not editing. Share an agent with the team and they can run it and read it. Changing it stays with you, the editors you name, and your org admins. The firm’s way of working does not drift by accident.
• Run it anywhere. Pick a Space, run the agent, get a thread. The same process, applied to the hundredth matter as carefully as the first.

What firms encode first

The pattern we see: firms start with the work they repeat weekly. A contract review that always checks the same twelve things. A settlement checklist that must never miss a date. A client onboarding sequence with the firm’s own welcome note. Each one is a Workflow Agent in an afternoon, and every matter after that inherits it.

The deeper point is who the author is. We are not shipping our idea of how you should practise law. We are shipping the press that prints yours. The expertise stays where it always lived, with the professional who earned it. Donna just makes it run.