INTRODUCTION TO ALEXI WORKFLOWS

What is a Workflow? 

Think of it as a shortcut within Alexi to complete a task.

Rather than entering a long sequence of individual prompts to get some end-to-end legal work product, Alexi workflows are a series of prepackaged prompts that produce an end-to-end work product in a single click.

Workflows allow you to:

• Automate repetitive, high-volume tasks across analysis, summarization, reporting, and charting.
• Produce reliable, client-ready outputs that uphold the firm’s reputation for quality.
• Embed firm best practices and playbooks directly into repeatable automations.

HOW TO RUN A WORKFLOW

Here’s a short video showing you how to run a Workflow. 

‍Always start by uploading any relevant documents that you want the workflow to use as source material. Workflows require documents to be present within a matter in order to run successfully. 

Then, there are two ways to run a Workflow:

1. Workflows Button

1. Click the Workflows button at the bottom of your screen.
2. Next, select the relevant Workflow that you want to run.
3. Finally, hit “Enter”.
4. Alexi will run the workflow, unless it has clarification questions for you first.‍

‍2. Using natural language

• If you know the name of the workflow you want to run, simply hit the @ symbol when typing in your command, then type in the name of the relevant workflow.
• Hit “Enter”

FAQ

What is a Workflow?

Think of it as a shortcut within Alexi to complete a task. Rather than entering a long sequence of individual prompts to get some end-to-end legal work product, Alexi workflows are a series of prepackaged prompts that produce an end-to-end work product in a single click.

Why should I use Workflows?

Workflows can help you automate repetitive, high-volume tasks across analysis, summarization, reporting, and charting. It can help produce reliable, client-ready outputs that uphold the firm’s reputation for quality. It can also embed firm best practices and playbooks directly into repeatable automations.

What Problem do Workflows solve?

Here are some of the problems that Workflows can help you solve:

• Lack of standardization of work-product across your firm - relying on work that varies in tone, structure, and formatting.
• Inefficiently duplicating similar high-effort tasks manually.
• Wasting time revising junior drafts to meet partner expectations.

Can I Build My Own Workflows?

Not at the moment, but this feature is coming soon!