Workflows
Trigger + action automations. Each workflow records every run, success rate, and the last action it took.
| Workflow | Trigger | Action | Status | Success rate |
|---|---|---|---|---|
| Doc production reminder | Discovery doc with status=pending and target_date within 7 days | Email lead attorney and second chair, link to the matter dashboard | active |
5/5
|
| Matter intake → custodian list | New matter brief saved | Extract names and roles from the brief, draft initial custodian list for review | active |
3/3
|