1.Overview
Workflows and Agents provide automation infrastructure enabling firms to systematize routine legal processes, reduce manual work, and enforce standardized procedures across all matters.
Unlike traditional workflow systems, Sque workflows incorporate AI capabilities and legal context understanding. AI Agents extend automation further by continuously monitoring firm operations and taking proactive action based on pattern recognition.
2.Workflows vs. Agents
Workflows
Event-driven automation. A workflow is a sequence of automated actions triggered by a specified event—such as a new matter created, document uploaded, task completed, or deadline approaching.
AI Agents
Continuous automation. Agents run 24/7 monitoring firm activities, learning from experience, executing independently, and reporting findings—without waiting for a discrete trigger event.
3.Workflows & Agents Guides
Explore the guides below for detailed instructions on each area:
- Workflow Fundamentals and Template-Based Automation — Workflow components, example workflows, template library, and custom workflow builder.
- AI Agents and Continuous Automation Systems — Agent architecture, agent types, and learning/customization.
- Firm-Wide Standardization and Governance Through Workflows — Mandatory workflows, practice area customization, and audit trails.
Frequently asked questions
Workflows are triggered by discrete events (e.g., new matter created, document uploaded) and execute a defined sequence of actions. AI Agents run continuously, monitoring firm operations 24/7 and taking proactive action based on pattern recognition and contextual analysis.
Yes. Administrative users can build custom workflows using a drag-and-drop interface—selecting triggers, defining conditions, building action sequences, setting notifications, testing on sample data, and publishing for firm-wide use.
Certain critical workflows are designated as mandatory for all matters, including conflict checking, billing compliance, and work product identification. These enforce firm standards and cannot be bypassed without documented exceptions.
Agents improve through attorney feedback on recommendations, outcome analysis when matters reach closure, and customizable preference settings that partners can adjust (e.g., budget escalation thresholds).