What are Workflows

Workflows let you automate legal processes by connecting triggers, AI analysis, and document generation into reusable templates. You build a workflow once, then activate it in any case.

How workflows work

Each workflow is a sequence of connected steps called nodes. When a workflow runs, it executes each node in order:

• Triggers start the workflow automatically or manually

• AI nodes run prompts or actions to analyze content

• Document nodes generate Word, Excel, or PowerPoint files

Workflows are templates

Workflows exist at the account level, not inside a specific case. You design and publish them from the Workflows page, then enable them for individual cases as needed. This means you can build a standard process once and reuse it across all your matters.

Available templates

Andri provides example workflow templates to help you get started:

• Email Processing — Process incoming emails, extract attachments, run analysis, and send a summary back to you

• Document Review — Run incoming documents through a review checklist and flag key findings for your attention

• Deadline Tracking — Trigger on critical dates to generate preparation documents and keep your team aligned

Where to start

Create your first workflow to see how the editor works, or learn about workflow triggers to understand how workflows start.