Workflows
Workflows are guided paths for legal work inside your workspace. They turn a task you do often into clear steps: you give the documents, instructions and details, and Ordalie handles the analysis, drafting or extraction and gives you a result you can reuse.
When to use a workflow
Reach for a workflow when a task has real structure to it. Common ones include analysing several documents at once, comparing contracts, legal research reports, hearing preparation, notarial checks, translating a document, drafting documents and corporate-structure diagrams.
For open questions and one-off thinking, just ask the assistant. A workflow is the better choice when you want the same result every time, a guided path, a predictable format, or a task that several people in your organization will reuse.
How a workflow runs
- Pick a workflow from the catalog.
- Give it the documents, sources, instructions and options it asks for. Some workflows ask a few clarifying questions before they begin.
- Read through the result. Depending on the workflow, you might get a table, a legal memo, a draft document, a translated file, a diagram or a report.
- Open cited sources and generated files straight from the result whenever they are available.
Building your own workflows
You can also build your own workflows. Start from a blank one or from an example, edit it visually or with code, and keep track of the inputs, steps and deliverables before you publish.
A workflow has to be previewed before you can publish it privately. Local saves let you draft and refine without showing an unfinished workflow to anyone else. Once it's published privately, you can test it within Ordalie, according to the permissions your account or organization allows.
What organizations can control
In an organization, administrators decide which workflows show up in the catalog. Some can be hidden, and important ones can be pinned so they appear first. So two people may see different workflows depending on their organization and role.
Limits and beta workflows
Some workflows rely on connected sources, managed APIs or organization features. Translating a document, for example, uses a managed translation provider, and a few notarial workflows are still in beta. If a workflow isn't available, check your plan, your organization settings, your connected sources and whether it has been turned on for your organization.