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What Is Legal Workflow Automation?

Automating the steps of a process, such as routing a request, collecting approvals or sending reminders, so they happen without manual chasing.

Legal Tech GlossaryBy The Circle Desk

Why It Matters

Workflow automation removes the administrative work around legal tasks. Pairing it with AI lets some steps, such as triage or summarizing, be handled automatically too.

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Related Terms

No-code
Tools that let people build forms, workflows and automations with visual builders instead of writing code.
Approval workflow
Rules that route a contract to the right people for sign-off based on its type, value, risk or deviations from standard terms.
AI agent
An AI system that carries out a multi-step task on its own, such as gathering documents, reviewing them against a checklist and drafting a summary, rather than answering a single prompt.

General information, not legal advice. Part of the Legal Tech Glossary, 173 terms in plain English.