Who should use the Perform legal research workflow?
Teams or solo builders working on finance & legal tasks who want a repeatable process instead of one-off tool experiments.
Execution Map
6-step pipeline — follow each step in order
1Setup · Step 1 of 6
Open task pageConduct legal research
Prepare inputs and settings through Conduct legal research before running perform legal research.
Why this matters
Conduct legal research sets up the foundation for perform legal research; 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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2Input · Step 2 of 6
Open task pageAutomate legal workflows
Use Automate legal workflows to build supporting assets that improve perform legal research quality.
Why this matters
Automate legal workflows strengthens perform legal research by feeding better supporting material into the pipeline.
What you get
Supporting assets from automate legal workflows are prepared and connected to the main workflow.
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3Core · Step 3 of 6
Open task pagePerform legal research
Execute perform legal research with Perform legal research to produce the primary final deliverable.
Why this matters
This is the core step where perform legal research 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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4Refine · Step 4 of 6
Open task pageAnalyze legal documents
Refine and validate perform legal research output using Analyze legal documents before final delivery.
Why this matters
Analyze legal documents 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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5Refine · Step 5 of 6
Open task pageReview legal contracts
Refine and validate perform legal research output using Review legal contracts before final delivery.
Why this matters
Review legal contracts 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.
6Deliver · Step 6 of 6
Open task pageManage legal holds
Package and ship the output through Manage legal holds so perform legal research reaches end users.
Why this matters
Manage legal holds 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.
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