Workflows and playbooks
A workflow engine with versioned definitions, attorney gates, QA, client tasks and deadlines, nine immigration workflow packs, and playbooks delivered inside the work.
§ 1Workflows and playbooks
Versioned definitions
A workflow definition is versioned. When a matter starts a workflow, it stays on the version it started on, so changing the definition next month does not rewrite the work already in progress.
§ 2Workflows and playbooks
What a step can be
A workflow is made of steps, and each step is one of a fixed set of kinds:
- Worker tasks, attorney gates and QA reviews
- Client tasks and document requests
- Signature stages, deadlines and timers
- Approvals, rework loops and parallel branches
§ 3Workflows and playbooks
The workflow never makes a legal decision
Deadlines come from rules and are verified by an attorney. Decisions come from attorney gates. Facts come from the fact store, verified by a person. The engine moves the work between those points; it does not decide eligibility, strategy or whether to file.
§ 4Workflows and playbooks
Nine immigration packs
Each pack is a production framework for a recurring kind of matter: the facts it needs, its evidence categories, questionnaires, document requests, production tasks, QA checklists, attorney review gates, signature and filing stages, receipt follow-up, client-update cadence and closeout. The legal requirements are reviewed and configured by your attorneys before a pack is activated.
§ 5Workflows and playbooks
Playbooks, procedures and training
Procedures and firm guidance are versioned documents delivered in context: inside a call, a work item or an intake. When a procedure changes, the people who use it acknowledge the new version. Training modules and certifications grant the skills that routing checks before offering work.
§ 6Status
What is in the product today.
Each capability on this page, with its status. Not available yet means exactly that: it is not offered today.
- In product
Workflow engine and immigration packs
Versioned workflows with attorney gates, QA, client tasks and deadlines, and nine immigration workflow packs.
- In product
Playbooks, procedures and training
Playbooks and procedures delivered inside the call or the work item, with acknowledgements, training and certifications.
§ 7Read next
Related features
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LegalBook is not a law firm. It gives no legal advice and forms no attorney-client relationship. Your attorneys supervise all legal work.