From files to reviewed work
Four steps for a source-aware legal document workflow.
01 · Choose your practice area
Keep the workflow relevant. Select jurisdiction separately.
↗02 · Add files and instructions
Bring source documents and your firm’s approved templates.
↗03 · Review the credit quote
Confirm the task and its quoted processing charge.
↗04 · Review and export
Check sources, revise, and approve the final work.
Set the scope before processing.
Select practice area and jurisdiction separately. Name the matter, identify the intended audience, specify your desired output, and supply the controlling source files and approved templates. A matter may span several areas.
Review the result, not just the formatting.
Check every material fact against its source. Confirm names, dates, amounts, defined terms, and document versions. Independently verify authorities, procedural requirements, and filing rules. A polished draft still needs professional approval.
See the workspace in context.
Family Law workspace
Matter chronology
June 12 · Correspondence received
Source: correspondence.pdf · p. 3June 18 · Financial statement updated
Source: statement.pdf · p. 1Illustrative balance
Task: prepare a chronology
Credit quote appears before processing.
Review quote → approve taskA clearer path from files to first draft.
Free team accounts. Shared firm credits. Professional judgment at every step.
