Workflow Library

Legal workflows that deliver measurable impact from day one.

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Build Closing File Checklist
Generates a checklist for closing out a litigation matter, including client communications, cost recovery, and file archiving.
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Practice
Area
litigation
Task
Task Label
Task Label
resolution-and-post-trial
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, construction
Identify Witness List
Reviews the evidence in a file and identifies potential trial witnesses, along with the basis for their relevance.
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Practice
Area
litigation
Task
Task Label
Task Label
trial-preparation
Area
bankruptcy-and-insolvency, appellate-practice, commercial-litigation, construction, contract-law, employment, family-law, ip, insurance, municipal-and-government, personal-injury, product-liability, real-estate
Summarize Transcript – General
Condenses witness testimony into a fact-focused, lawyer-ready summary tailored to the legal context—such as criminal charges, workplace issues, or commercial matters.
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Practice
Area
litigation
Task
Task Label
Task Label
trial-preparation
Area
bankruptcy-and-insolvency, appellate-practice, commercial-litigation, construction, contract-law, employment, family-law, ip, insurance, municipal-and-government, personal-injury, product-liability, real-estate
Summarize Exhibits – Evidence Table
Creates a concise, indexed table summarizing exhibits with descriptions, dates, and relevance.
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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, municipal-and-government, personal-injury, product-liability, real-estate
Chronology Builder - General
Creates a structured timeline of key events from case documents, tailored to the context.
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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, employment, family-law, ip, insurance, municipal-and-government, personal-injury, product-liability, real-estate
Draft Request Letter – Records & Reports
Generates formal letters requesting key third-party records, such as hospital charts, physician notes, or police reports, to support litigation or insurance matters.
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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, product-liability, real-estate, personal-injury
Review Expert Witness – Background & Risk
Provides background research on an expert witness and generates cross-examination questions.
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Practice
Area
litigation
Task
Task Label
Task Label
discovery-and-evidence-management
Area
bankruptcy-and-insolvency, contract-law, commercial-litigation, construction, criminal-law, employment, family-law, ip, insurance, municipal-and-government, personal-injury, product-liability, real-estate, personal-injury
Draft Memo – Analysis of Expert Report
Prepares a memorandum analyzing the strengths and weaknesses in an expert report.
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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, ip, insurance, personal-injury, product-liability, real-estate
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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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