An Agent for Every Matter, Built Your Way

Every firm has a way of doing things that took years to build. At Donna, we built Workflow Agents so a firm can write that way down once, in plain language, and run it on every matter it opens. There is no code to write and no feature request to wait on. The process the firm already follows becomes the agent.

How Your Firm Works

A disclosure review at one firm looks different from a disclosure review at the next. Each firm has its own order for checking things, clauses it will always raise, and a way of writing to clients. That judgment is a large part of what clients pay for, and it is what we think an agent should carry.

So we built an agent that the firm shapes. A Workflow Agent is your sequence of steps, your standards and your tone, written once and carried out by Donna with everything the platform already does underneath: retrieval over the matter’s documents, drafting, comparison, timelines, and citations for every claim.

Building an Agent

You build a Workflow Agent the way you would brief a capable junior. You describe the steps, name what to look for and say what good output looks like. For example: “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.” Those words are the build itself. You can also describe the job and have Donna draft the steps for you to refine, much as you would review a new associate’s first attempt. In practice, refining an agent means running it, reading the output and adjusting the wording.

Edit workflow agent

NDA Review & Summary MemoSavedSavePublish···

Step 1·Ask User

Ask which NDA should be reviewed, and whether there are any focus areas: confidentiality scope, term, carve-outs, permitted disclosures, remedies or governing law. If none are given, review all standard NDA provisions.

Step 2·Examples

Examples

Add precedents, templates, or past outputs so Donna knows your standard.

NDA review memo · Harbour Foods (precedent).docx

Step 3·Prompt

Review the NDA against the firm’s playbook. Record the parties, the term and survival period, the definition of confidential information and any carve-outs. Flag anything outside our positions, then draft a one-page summary memo for the client in the precedent’s format.

Running Inside the Matter

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

Sharing and Control

• Agents sit in the Library. Workflow Agents live in the Library alongside your precedents and playbooks, where they can be foldered, starred, filtered by practice area and found in one search.
• Running an agent is separate from editing it. When you share an agent with the team, they can run it and read it. Changes stay with you, the editors you name and your org admins, so the firm’s process only changes when someone decides it should.
• Any Space can run it. Pick a Space, run the agent and the work arrives in a thread. The hundredth matter gets the same process, applied as carefully as the first.
• A stage can run it for you. Attach an agent to a stage of your matters, and each matter that reaches that stage gets the same work, ready for your review.

What Firms Build First

Most firms start with the work they repeat every week: a contract review that always checks the same twelve things, a settlement checklist that must never miss a date, or a client onboarding sequence with the firm’s own welcome note. Each of these takes about an afternoon to build as a Workflow Agent, and every matter after that inherits it.

Where This Leaves Us

The main point is about who writes the process. With Workflow Agents, the firm decides how it practises law, and Donna gives it a way to run that process on every matter, with sources and approvals built in. The expertise stays with the professionals who built it, and Donna carries it out.