Workflows

Describe how you work.
Donna does it from now on.

Build it in chat, or assemble the steps yourself. Either way, it runs your way every time, with no one to re-brief.

Start for freeSee how it works
Donna · Workflow Builder
Peterson v Oakwood

Due diligence. Matter intake. Contract review.

The processes you run every week. Set one up, and Donna runs it the same way every time.

01 Describe

Brief Donna like a new associate.

Tell Donna what to read, what to look for, what to deliver. The steps appear in the builder as you talk.

Donna · Workflow Builder
Peterson v Oakwood
You
Build a workflow that reviews settlement agreements and flags indemnification risks.
Donna
I'll set this up in three steps. You approve each one.
Create workflow draft
Add Legal Sources step
Add Prompt step
Add Deliver step
Donna
Review and publish when ready.

02 Refine

Make it yours.

Donna's first pass is a starting point. The whole workflow's on one screen: reorder steps, rewrite instructions, swap sources. Nothing goes live until you publish.

Workflow BuilderSettlement Risk Review
Draft saved 2 min ago
Step 1·Legal Sources
Sources Add

Add legislation, regulations, or guidance for Donna to reference.

Insurance Contracts Act 1984 (Cth), s 13

legislation.gov.au · indexed 47 pages

Australian Consumer Law, Schedule 2

legislation.gov.au · indexed 124 pages

Step 2·Prompt

Compare each clause against the legislation. Flag any clause where liability is uncapped, or where indemnification extends to consequential losses. Cite the source for each finding.

Add a Deliver step to publish.

03 Publish

The same standard, whoever runs it.

Publish a workflow and it's the firm's. Partner, junior, paralegal: whoever runs it gets the same output, and reviews it the same way they always would.

Workflows

Structured workflows for repeatable work

OutputSearch+ New Workflow

Engagement Letter

Draft an engagement letter from matter notes, in your firm’s voice, with cost disclosure included.

Draft·4 steps

Letter of Demand

Read the invoice and prior correspondence, draft a demand letter ready to send.

Draft·3 steps

Client Update

Summarise what’s happened, what’s next, what the client needs to do.

Building

04 Run

You see every step.

Open a matter, run the workflow. Donna shows the work as it goes: the documents it reads, the searches it runs, the drafts it writes.

Use Workflow · Settlement Risk Review

Files

Settlement_Agreement.pdfVendor_Disclosure.pdf+ Add
Run workflow
Workflow
~2 min

Settlement Risk Review

Reading documents
Reading documents
Settlement_Agreement.pdf
Vendor_Disclosure.pdf
Searching legal sources
Drafting risk memo

05 Deliver

Cited work, back in your hands.

A chat answer or an editable draft, with every claim traced to its source: a clause, a statute section, a precedent from your library.

Workflow
Complete

Settlement Risk Review

Reading documents
Searching legal sources
Drafting risk memo
Settlement Risk Memo
Peterson v Oakwood: Settlement Risk Memo
3 risks flagged

The indemnification obligation in clause 7.3 is uncapped and extends to all third-party claims[1]. Australian contract-law guidance recommends caps at contract value[2]. Comparable settlements in NSW have renegotiated equivalent clauses on the same basis[3].

  • Cap liability at contract value ($485,000)
  • Carve out fraud and wilful misconduct
  • Limit indemnification to direct losses

Citations

[1] Settlement_Agreement.pdf · cl. 7.3

[2] Insurance Contracts Act 1984 (Cth), s 13

[3] Henderson Estate v Acacia Pty Ltd [2024] NSWSC 412

Every matter, the same care
as your first.

Set up your first workflow. Donna runs it from then on.

Start for freeView pricing