Who should use the Manage legal holds workflow?
Teams or solo builders working on finance & legal tasks who want a repeatable process instead of one-off tool experiments.
Execution Map
5-step pipeline — follow each step in order
1Setup · Step 1 of 5
Open task pageAutomate legal workflows
Prepare inputs and settings through Automate legal workflows before running manage legal holds.
Why this matters
Automate legal workflows sets up the foundation for manage legal holds; clean inputs here reduce downstream rework.
What you get
Inputs, context, and settings are ready so the workflow can move into execution without blockers.
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2Core · Step 2 of 5
Open task pageManage legal holds
Execute manage legal holds with Manage legal holds to produce the primary final deliverable.
Why this matters
This is the core step where manage legal holds actually happens, so it determines baseline quality for everything after it.
What you get
A first-pass final deliverable is generated and ready for refinement in the next steps.
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3Input · Step 3 of 5
Open task pageAnalyze legal documents
Use Analyze legal documents to build supporting assets that improve manage legal holds quality.
Why this matters
Analyze legal documents strengthens manage legal holds by feeding better supporting material into the pipeline.
What you get
Supporting assets from analyze legal documents are prepared and connected to the main workflow.
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4Refine · Step 4 of 5
Open task pageConduct legal research
Refine and validate manage legal holds output using Conduct legal research before final delivery.
Why this matters
Conduct legal research adds quality control so issues are caught before the workflow is finalized.
What you get
The final deliverable is improved, validated, and prepared for final delivery.
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5Deliver · Step 5 of 5
Open task pageReview legal contracts
Package and ship the output through Review legal contracts so manage legal holds reaches end users.
Why this matters
Review legal contracts is what turns intermediate output into a usable, publishable result for real users.
What you get
A finalized final deliverable is ready for publishing, handoff, or integration.