Workflow Library

Legal workflows that deliver measurable impact from day one.

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Review Underwriting Agreement
Creates a summary document identifying key clauses in an underwriting agreement.
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Practice
Area
transactional
Task
Task Label
Task Label
contract-review
Area
securities-and-capital-markets
Correspondence Chronology
Creates a timeline of all communications on a matter or with a particular individual or entity.
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Practice
Area
transactional
Task
Task Label
Task Label
client-correspondence
Area
commercial-real-estate, corporate-and-commercial, financial-services, mergers-and-acquisitions, securities-and-capital-markets, technology
Analyze Correspondence
Evaluates correspondence received for legal and factual accuracy.
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Practice
Area
transactional
Task
Task Label
Task Label
client-correspondence
Area
commercial-real-estate, corporate-and-commercial, financial-services, mergers-and-acquisitions, securities-and-capital-markets, technology
Analyze Memorandums, Briefs, and Factums
Reviews written submissions to assess legal soundness, factual support, and persuasiveness of arguments.
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Practice
Area
litigation
Task
Task Label
Task Label
case-intake-and-assessment
Area
bankruptcy-and-insolvency, appellate-practice, commercial-litigation, construction, contract-law, criminal-law, employment, family-law, ip, insurance, municipal-and-government, personal-injury, product-liability, real-estate
Build Appellate Checklist
Generates a checklist for progressing an appellate matter.
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Practice
Area
litigation
Task
Task Label
Task Label
Area
appellate-practice
Build Motion or Final Hearing Readiness Checklist
Generates a checklist for preparing a matter for a motion hearing or final hearing.
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Practice
Area
litigation
Task
Task Label
Task Label
trial-preparation
Area
appellate-practice, bankruptcy-and-insolvency, commercial-litigation, construction, contract-law, employment, family-law, ip, insurance, municipal-and-government, personal-injury, product-liability, real-estate
Build a Discovery / Disclosure Checklist
Generates a checklist to help manage the discovery / disclosure process.
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Practice
Area
litigation
Task
Task Label
Task Label
discovery-and-evidence-management
Area
bankruptcy-and-insolvency, commercial-litigation, construction, contract-law, criminal-law, employment, family-law, insurance, personal-injury, product-liability, real-estate, municipal-and-government
Build Trial Readiness Checklist
Generates a checklist for preparing a matter for trial.
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Practice
Area
litigation
Task
Task Label
Task Label
trial-preparation
Area
bankruptcy-and-insolvency, commercial-litigation, construction, contract-law, criminal-law, employment, family-law, ip, insurance, municipal-and-government, personal-injury, product-liability, real-estate, appellate-practice
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Three stacked rectangles with text: Research regulatory updates, Analyze client documents, and Extract key dates, in descending order.
"We brought [Alexi] on to support how the entire firm works. With over 100 users across legal, administrative, and research teams, it had to function across workflows, roles, and responsibilities—and it delivers.”
Todd Strang
Partner
,
KMSC Law
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