lexsas TR
WORKFLOW PRODUCTS

Eight workflows, one standard

Each of these is a workflow I design with your team, build into the systems you already use, and run as a supervised pilot before anything runs unattended. Every one is the same machine at a different desk: a named file, a fixed mandate for the agent, a person who signs, a record that stays.

Four are set for an in-house legal team and four for a law firm. Every page below carries the same eleven headings in the same order, because the sameness is the argument. These are one machine at eight desks.

The eight

  1. 01Legal intake and triageIn-house
  2. 02Contract first-pass reviewIn-house
  3. 03Regulatory and compliance operationsIn-house
  4. 04AI governance and release gateIn-house
  5. 05Matter intake and engagement scopingLaw firm
  6. 06Research and citation verificationLaw firm
  7. 07Drafting from precedentLaw firm
  8. 08Matter record and client reportingLaw firm

The strip after each name shows which parts of the standard that workflow leans on hardest, in the order intake, mandate, review, record.

Where to start

For an in-house team, intake and triage, because it is the only one that produces the baseline the other seven are later measured against. More on that on the page for in-house legal teams.

For a law firm, research and citation verification, because a wrong reference is a professional problem before it is a client problem, and because the check is easy to measure. More on that on the page for law firms.

If a different queue is the one actually hurting, we start there instead. The rule is one workflow, not the right workflow chosen in advance by me.

How each one is delivered

The same way, every time: the workflow mapped with your team, the agent’s mandate written down, the reviewer step named, the record format agreed, and one pilot with a measure you set in advance. You keep all five.

  1. A short call

    The workflow, the team, the systems, the reviewer.

  2. A written scope

    Stages, mandate, record format, the one measure, the dates and the price.

  3. A supervised pilot

    A baseline first, nothing unattended, and a pass or fail on a date fixed at the start.

The method behind all eight is the LEXSAS operating standard, in twelve numbered sections. The words these pages use are defined in the glossary, and the line between a workflow, a copilot and a contract system is drawn in workflow, copilot or CLM. Get in touch