AI Workflows

Not just a chatbot.
Entire workflows that think.

Beyond answering questions, YourAI runs multi-step workflows end to end — intake, classify, analyze, research, and deliver — hands-free.

Watch a contract hit your inbox and become a risk memo
Scroll down to see each step fire automatically.
1
Step 1 — Intake

Email arrives with a contract attachment

A client sends a new contract to your firm's intake address. YourAI detects the attachment and extracts the document automatically.

Extracted: NDA_AcmeCorp_2026.pdf — 14 pages, 42 clauses identified
2
Step 2 — Classification

AI identifies the document type and key terms

The AI reads the full document, classifies it by type, and extracts governing law, parties, and critical dates — in seconds.

Classified: Non-Disclosure Agreement · Governing Law: New York · Expiry: 24 months
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Step 3 — Risk Analysis

AI compares clauses against your firm's playbook

Every clause is benchmarked against your standard positions. Non-standard language gets flagged with plain-English explanations of the risk.

3 flags: Non-mutual indemnification · Broad IP assignment · Missing carve-outs for residual knowledge
4
Step 4 — Research

AI pulls precedents from your case library

The AI searches your firm's past NDAs, memos, and negotiation history to find relevant precedents that support your position.

Found: 4 similar NDAs from 2024-2025 where your firm negotiated mutual indemnification successfully
5
Step 5 — Output

Risk memo drafted, filed, and attorney notified

A 1-page risk memo is generated in your firm's template, dropped in the client folder, and the assigned attorney gets a notification — all before they finish their coffee.

Done: Risk memo saved to /Acme Corp/NDAs/ · Attorney J. Chen notified via Slack + email
Workflows for every part of your business
These aren't templates you fill in. They're intelligent pipelines that run themselves.

Patient Intake Processing

From form submission to chart-ready summary — HIPAA-compliant, zero manual entry.

1
Patient submits intake form
2
AI validates & cross-checks records
3
Structured summary added to chart
4
Provider notified with pre-visit brief

Investment Memo Generation

Drop a pitch deck — get a full investment memo in your firm's format.

1
Pitch deck uploaded to deal room
2
AI extracts financials & key metrics
3
Comps pulled from your deal history
4
Draft memo generated in firm template

RFP Response Automation

RFP arrives, AI writes the first draft using your past winning proposals.

1
RFP document ingested & parsed
2
Requirements matched to capabilities
3
Past proposals mined for best answers
4
Response draft assembled for review

Employee Onboarding

New hire accepted? AI builds their personalized onboarding plan.

1
Offer letter signed & triggers workflow
2
Role-specific training plan generated
3
Access provisioned & docs assembled
4
Day-1 guide sent to hire + manager

Compliance Audit Prep

Audit notice arrives — AI assembles your documentation package automatically.

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Audit scope & requirements parsed
2
Relevant policies & evidence gathered
3
Gap analysis run against requirements
4
Audit-ready package compiled for review

Client Report Generation

End of month? AI writes every client's personalized status report.

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Activity data pulled per client
2
Key metrics & milestones summarized
3
Reports formatted in your template
4
Emailed to clients on schedule
Have a process? We'll automate it.

We build custom workflows for your business

Tell us the manual process that's eating your team's time. We'll design an AI workflow that handles it end to end — using your data, your templates, your rules.

Document processing Intake & triage Report generation Compliance checks Client communication Data extraction Quality assurance Anything repetitive
Tell Us Your Process

Stop doing work AI should be doing for you.

Every workflow you automate is time your team gets back — permanently.

Get Started How It Works