Workflows and playbooks

How workflows run, the immigration packs, playbooks and procedures, training and certifications.

• How workflows runVersioned workflow definitions, instances pinned to their version, the kinds of steps, and what a workflow never decides.

  For: OwnerAttorneyStaff

• Immigration workflow packsThe nine immigration workflow packs LegalBook ships, what a pack contains, and why your attorneys configure the legal requirements.

  For: OwnerAttorney

• Playbooks and proceduresFirm procedures and guidance, playbooks that run inside a call, a work item or an intake, and acknowledging new versions.

  For: OwnerStaff

• Training and certificationsTraining modules and assignments, assessments and attempts, and certifications that grant the skills routing relies on.

  For: OwnerStaff