Introducing Alexi's Workflow Library

Law firms are under pressure to do more with less: serving more clients, moving faster, and maintaining the quality that drives reputation and growth. But repetitive tasks often slow teams down, introducing inconsistency and unnecessary rework.

Many firms have looked to conversational AI for help, only to find it delivers one-off answers that can’t be trusted as client-ready work. What firms need is something more durable: a reliable way to standardize and scale the work that’s repeated across matters and practice areas.

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Enter: Legal Workflows, Ready to Deploy Firm-Wide

Alexi’s library of ready-built legal workflows meets this need directly. It’s a continuously expanding collection of ready-to-use, end-to-end workflows that cover core areas of legal practice that are typically repetitive and high-volume, including summarizing, chronologies, drafting, and reviewing. 

The Library spans litigation, transactional, and in-house use cases, giving every practice area access to reliable, repeatable automations that accelerate delivery without compromising quality. 

These workflows are designed to be deployed instantly. Firms can adopt them as-is, or quickly tailor them to reflect their own precedents and playbooks, ensuring that every output aligns with firm standards from day one.

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Raising Standards, Firm-Wide

The Workflow Library serves as a governance and quality tool. By embedding best practices directly into automated workflows, firms can:

• Produce reliable, client-ready outputs that uphold the firm’s reputation for quality.
• Ensure every lawyer’s work embeds firm best practices and playbooks, reducing variability across teams.
• Maintain consistent standards across all practice groups and matter types.

The result is immediate and durable value. Firms can accelerate delivery on routine work while enforcing compliance, safeguarding institutional knowledge, and scaling excellence across practice areas.

With Alexi’s Workflow Library, firms gain both speed and control: the ability to serve more clients, grow with confidence, and maintain the quality that sets them apart.

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Explore the Alexi Workflow Library

Litigation Workflows

1. Case Intake & Assessment

• Summarize Files - Litigation
  Description: Creates a concise summary of key facts, involved parties, and issues in multiple specialized practice area matters.
  Practice Areas: All litigation practice areas

• Chronology Builder - Pleadings
  Description: Analyzes the pleadings, such as initial claims, defenses, counterclaims, and procedural responses to construct a clear and concise timeline of the litigation to date.
  Practice Areas: All litigation practice areas

• Initial Case Analysis
  Description: Evaluates case documents to identify viable claims, potential defenses, and strategic theories of the case.
  Practice Areas: All litigation practice areas
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• Appellate Record Analysis
  Description: Reviews the appellate record to isolate potential grounds of appeal and assess supporting or adverse issues.
  Practice Areas: All litigation practice areas
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• Motion Analysis
  Description: Prepares a memorandum analyzing anticipated arguments and counterarguments in connection with a selected motion.
  Practice Areas: All litigation practice areas
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• Analyze Pleadings and Motions
  Description: Evaluates pleadings and motions for legal accuracy, factual consistency, and strengths and weaknesses.
  Practice Areas: All litigation practice areas
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• Chronology Builder - General
  Description: Creates a structured timeline of key events from case documents, tailored to the context—such as medical treatment, workplace history, criminal proceedings, or estate administration.
  Practice Areas: All litigation practice areas
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• Analyze Memorandums, Briefs, and Factums
  Description: Reviews written submissions to assess legal soundness, factual support, and persuasiveness of arguments.
  Practice Areas: All litigation practice areas

2. Pleadings & Early Motions

• Draft Cease & Desist Letter
  Description: Creates a cease-and-desist letter addressing unlawful or harmful conduct, such as defamation, intellectual property infringement, harassment, or breach of contract.
  Practice Areas: All litigation practice areas
  
  
• Draft Discovery Questions – Civil Litigation (US Only)
  Description: Generates tailored discovery questions for common civil litigation contexts, including motor vehicle accidents, slip/trip and falls, and wrongful dismissal claims.
  Practice Areas: All litigation practice areas
  

3. Discovery & Evidence Management

• Summarize Productions – Discovery/Disclosure
  Description: Condenses produced or disclosed documents into an organized summary.
  Practice Areas: All litigation practice areas
  
  
• Analyze Productions – Discovery/Disclosure
  Description: Evaluates whether document productions are responsive and objections are valid.
  Practice Areas: All litigation practice areas
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• Analyze Correspondence
  Description: Reviews incoming correspondence to assess factual accuracy, identify legal issues, and highlight potential next steps.
  Practice Areas: All litigation practice areas
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• Correspondence Chronology
  Description: Creates a timeline of all communications such as emails, letters, phone calls, text messages, and other communications with a particular individual or entity - for example a client or opposing counsel.
  Practice Areas: All litigation practice areas
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• Draft Memo – Analysis of Expert Report
  Description: Prepares a memorandum analyzing the strengths and weaknesses in an expert report.
  Practice Areas: All litigation practice areas
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• Review Expert Witness – Background & Risk
  Description: Provides background research on an expert witness and generates cross-examination questions.
  Practice Areas: All litigation practice areas
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• Draft Request Letter – Records & Reports
  Description: Generates formal letters requesting key third-party records, such as hospital charts, physician notes, or police reports, to support litigation or insurance matters.
  Practice Areas: All litigation practice areas
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• Draft Deposition or Examination Questions
  Description: Generates tailored deposition (US) or examination or cross-examination (Canada) questions.
  Practice Areas: All litigation practice areas
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• Summarize Exhibits – Evidence Table
  Description: Creates a concise, indexed table summarizing exhibits with descriptions, dates, and relevance.
  Practice Areas: All litigation practice areas
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• Build a Discovery / Disclosure Checklist
  Description: Generates a checklist to help manage the discovery / disclosure process.
  Practice Areas: All litigation practice areas

4. Settlement & Mediation

• Assess Damages – Personal Injury (Canada Only)
  Description: Generates a structured assessment of damages in a personal injury matter.
  Practice Areas: Personal Injury
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• Calculate Entitlement – Spousal Support (Canada Only)
  Description: Estimates spousal support entitlements based on financial disclosures.
  Practice Areas: Family Law
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• Assess Notice Period – Wrongful Dismissal (Canada Only)
  Description: Analyzes employment history and case law to estimate notice entitlement.
  Practice Areas: Employment Law
  

5. Trial Preparation

• Draft Memo of Facts
  Description: Prepares a persuasive memorandum of facts framed from the perspective of a selected party.
  Practice Areas: All litigation practice areas
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• Draft Closing Argument
  Description: Generates a structured closing argument for use in hearings or trials, tailored to the case facts and legal issues.
  Practice Areas: All litigation practice areas
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• Draft Opening Statement
  Description: Generates a persuasive opening statement for use in hearings or trials, highlighting key facts and legal themes.
  Practice Areas: All litigation practice areas
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• Draft Hearing Arguments
  Descption: Prepares an outline of arguments and counterarguments for presentation at a hearing.
  Practice Areas: All litigation practice areas
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• Draft Proposed Jury Instructions
  Description: Prepares draft jury instructions tailored to the legal issues and applicable law in the case.
  Practice Areas: All litigation practice areas
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• Draft Witness Questions
  Description: Generates tailored questions for a witness at a hearing or trial.
  Practice Areas: All litigation practice areas
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• Draft Objection – Evidence Admissibility
  Description: Prepares structured admissibility objections for use during depositions, examinations, or trial, citing relevant evidentiary rules.
  Practice Areas: All litigation practice areas
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• Summarize Transcript – General
  Description: Condenses witness testimony into a fact-focused, lawyer-ready summary tailored to the legal context—such as criminal charges, workplace issues, or commercial matters.
  Practice Areas: All litigation practice areas
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• Identify Witness List
  Description: Reviews the evidence in a file and identifies potential trial witnesses, along with the basis for their relevance.
  Practice Areas: All litigation practice areas
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• Build Trial Readiness Checklist
  Description: Generates a checklist for preparing a matter for trial.
  Practice Areas: All litigation practice areas.
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• Build Motion or Final Hearing Readiness Checklist
  Description: Generates a checklist for preparing a matter for a motion hearing or final hearing.
  Practice Areas: All litigation practice areas.
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• Build Appellate Checklist
  Desciption: Generates a checklist for progressing an appellate matter.
  Practice Areas: Appellate Practice
  

6. Resolution & Post-Trial

• Analyze Billing Invoices
  Description: Reviews billing invoices to identify and highlight entries for inclusion in fees and costs summaries.
  Practice Areas: All litigation practice areas
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• Build Closing File Checklist
  Description: Generates a checklist for closing out a litigation matter, including client communications, cost recovery, and file archiving.
  Practice Areas: All litigation practice areas
  

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Transactional Workflows

1. Client Correspondence

• Analyze Correspondence
  Description: Evaluates correspondence received for legal and factual accuracy.
  Practice Areas: All transactional practice areas
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• Correspondence Chronology
  Description: Creates a timeline of all communications such as emails, letters, phone calls, text messages, and other communications on a matter or with a particular individual or entity.
  Practice Areas: All transactional practice areas

2. Contract Review

• Review Underwriting Agreement
  Description: Creates a summary document identifying key clauses in an underwriting agreement.
  Practice Areas: Securities & Capital Markets
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• Review Share Purchase Agreement
  Description: Creates a summary document identifying key clauses in a share purchase agreement.
  Practice Areas: Securities & Capital Markets
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• Review Subscription Agreement
  Description: Creates a summary document identifying key clauses in a subscription agreement.
  Practice Areas: Securities & Capital Markets
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• Review Prospectus / Offering Circular
  Description: Creates a summary document identifying key clauses in a review prospectus or offering circular.
  Practice Areas: Securities & Capital Markets
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• Review Private Placement Agreement
  Description: Creates a summary document identifying key clauses in a private placement agreement.
  Practice Areas: Securities & Capital Markets
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• Review Real Estate Sale & Purchase Agreement
  Description: Creates a summary document identifying key clauses in a sale and purchase agreement.
  Practice Areas: Commercial Real Estate
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• Review Real Estate Lease
  Description: Creates a summary document identifying key clauses in a real estate lease.
  Practice Areas: Commercial Real Estate
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• Review Real Estate Loan Agreement
  Description: Creates a summary document identifying key clauses in a real estate loan agreement.
  Practice Areas: Commercial Real Estate
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• Review Property Management Agreement
  Description: Creates a summary document identifying key clauses in a property management agreement.
  Practice Areas: Commercial Real Estate
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• Review Construction Contract
  Description: Creates a summary document identifying key clauses in a construction contract.
  Practice Areas: Commercial Real Estate
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• Review Non-Disclosure Agreement
  Description: Creates a summary document identifying key clauses in a non-disclosure agreement.
  Practice Areas: Corporate & Commercial
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• Review Shareholders’ Agreement
  Description: Creates a summary document identifying key clauses in a shareholders’ agreement.
  Practice Areas: Corporate & Commercial
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• Review Partnership Agreement
  Description: Creates a summary document identifying key clauses in a partnership agreement.
  Practice Areas: Corporate & Commercial
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• Review Procurement Contract
  Description: Creates a summary document identifying key clauses in a procurement contract.
  Practice Areas: Corporate & Commercial
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• Review Service Agreement
  Description: Creates a summary document identifying key clauses in a service agreement.
  Practice Areas: Corporate & Commercial
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• Review Loan Agreement
  Description: Creates a summary document identifying key clauses in a loan agreement.
  Practice Areas: Financial Services
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• Review Security Agreement
  Description: Creates a summary document identifying key clauses in a security agreement.
  Practice Areas: Financial Services
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• Review Intercreditor Agreement
  Description: Creates a summary document identifying key clauses in an intercreditor agreement.
  Practice Areas: Financial Services
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• Review Custody Agreement
  Description: Creates a summary document identifying key clauses in a custody agreement.
  Practice Areas: Financial Services
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• Review Financial Escrow Agreement
  Description: Creates a summary document identifying key clauses in an escrow agreement.
  Practice Areas: Financial Services
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• Review Share Purchase Agreement (M&A)
  Description: Creates a summary document identifying key clauses in a share purchase agreement.
  Practice Areas: Mergers & Acquisitions (M&A)
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• Review Asset Purchase Agreement
  Description: Creates a summary document identifying key clauses in an asset purchase agreement.
  Practice Areas: Mergers & Acquisitions (M&A)
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• Review Escrow Agreement (M&A)
  Description: Creates a summary document identifying key clauses in an escrow agreement.
  Practice Areas: Mergers & Acquisitions (M&A)
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• Review Shareholders Agreement (M&A)
  Description: Creates a summary document identifying key clauses in a shareholders' agreement.
  Practice Areas: Mergers & Acquisitions (M&A)
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• Review Assignment & Assumption Agreement
  Description: Creates a summary document identifying key clauses in an assignment and assumption agreement.
  Practice Areas: Mergers & Acquisitions (M&A)
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• Review Software Licence Agreement
  Description: Creates a summary document identifying key clauses in a software license agreement.
  Practice Areas: Technology
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• Review Cloud Service Agreement
  Description: Creates a summary document identifying key clauses in a cloud service agreement.
  Practice Areas: Technology
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• Review Technology Development Agreement
  Description: Creates a summary document identifying key clauses in a technology development agreement.
  Practice Areas: Technology
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• Review Data Processing Agreement
  Description: Creates a summary document identifying key clauses in a data processing agreement.
  Practice Areas: Technology
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• Review Outsourcing Agreement
  Description: Creates a summary document identifying key clauses in an outsourcing agreement.
  Practice Areas: Technology

3. Clause Comparison

• Extract Liability Clauses
  Description: Creates a table outlining all liability clauses across one or more contracts.
  Practice Areas: All transactional practice areas
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• Extract Termination Clauses
  Description: Creates a table outlining all termination clauses across one or more contracts.
  Practice Areas: All transactional practice areas
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• Extract Indemnity Clauses
  Description: Creates a table outlining all indemnity clauses across one or more contracts.
  ‍Practice Areas: All transactional practice areas
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• Extract Assignment & Change of Control Clauses
  Description: Creates a table outlining all assignment and change of control clauses across one or more contracts.
  Practice Areas: All transactional practice areas
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• Extract Governing Law & Jurisdiction Clauses
  Description: Creates a table outlining all governing law and jurisdiction clauses across one or more contracts.
  ‍Practice Areas: All transactional practice areas
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• Extract Payment Terms Clauses
  Description: Creates a table outlining all payment terms clauses across one or more contracts.
  Practice Areas: All transactional practice areas
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• Extract Representations & Warranties Clauses
  Description: Creates a table outlining all representations and warranties clauses across one or more contracts.
  Practice Areas: All transactional practice areas
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• Extract Exclusivity & Non-Compete Clauses
  Description: Creates a table outlining all exclusivity and non-compete clauses across one or more contracts.
  Practice Areas: All transactional practice areas

4. Chart Generation

• Create Company Ownership Chart
  Description: Creates a chart outlining a company’s ownership across one or more contracts.
  Practice Areas: All transactional practice areas
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• Create Organization & Corporate Structure Chart
  Description: Creates a chart outlining organizational and corporate structure across one or more documents.
  Practice Areas: All transactional practice areas

5. Corporate Records Review

• Conduct Due Diligence on Corporate Records
  Description: Creates a summary document assisting with due diligence on a company’s records (e.g., incorporation certificates, share registers, board and shareholders meeting minutes and resolutions, good standing certificates, and public filings).
  Practice Areas: All transactional practice areas
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• Conduct Due Diligence on Corporate’s Governing Documents
  Description: Creates a summary document assisting with due diligence on a corporation's governing documents (e.g., articles of association, bylaws, shareholders' agreements, partnership agreements, JV agreements, and voting agreements).
  Practice Areas: All transactional practice areas

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