Who should use the Legal Research and Review Workflow workflow?
Teams or solo builders working on finance & legal tasks who want a repeatable process instead of one-off tool experiments.
Execution Map
4-step pipeline — follow each step in order
1Setup · Step 1 of 4
Open task pageAutomate legal workflows
Set up your legal research environment by automating routine tasks such as document management and case tracking to ensure efficient workflow execution.
Why this matters
Automating legal workflows reduces manual overhead and ensures that all inputs are organized before starting the research phase.
What you get
A fully configured research environment with streamlined document handling and case management ready for the next steps.
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2Core · Step 2 of 4
Open task pageConduct legal research
Use advanced AI legal research tools to search case law, statutes, and regulations, generating comprehensive reports on the relevant legal issues.
Why this matters
This step is the core of the workflow, producing the primary research output that will be analyzed and applied in subsequent stages.
What you get
A detailed legal research report summarizing key precedents and applicable laws is generated for review.
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3Refine · Step 3 of 4
Open task pageAnalyze legal documents
Review and extract key insights from the research output using document analysis tools to identify critical clauses, inconsistencies, and opportunities for deeper investigation.
Why this matters
Analyzing the documents ensures that the research findings are accurate and actionable before finalization.
What you get
A refined set of document annotations and summaries highlighting important legal points and potential risks.
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4Deliver · Step 4 of 4
Open task pageReview legal contracts
Finalize the research by reviewing relevant contracts and legal documents to ensure alignment with research findings and prepare for client delivery or internal use.
Why this matters
This step validates the research against actual contracts and ensures that all legal obligations are correctly interpreted.
What you get
A finalized contract review report with recommended actions or signatures ready for delivery.