Agent and Workflow Builder
Agent and Workflow Builder: build Finch around your own practice
For the work no template covers. Assemble steps, add conditions and lawyer checkpoints, test it, and publish it to your team.
Every step a block you can see · changed in plain words · tested before it runs
Some work is particular to your practice. Build for it.
A regulator’s filing review, a bank’s facility checklist, a department’s standard reply to a notice. The Builder lets your knowledge team turn that work into an agent or workflow, with a lawyer checkpoint wherever judgment is needed.
How it works
Agent and Workflow Builder, step by step
- 01
Assemble the steps
Combine reading, review tables, research and drafting into one sequence.
- 02
Add conditions and checkpoints
Branch on what the documents say, and stop for a lawyer’s approval where it matters.
- 03
Test before it ships
Run it on sample documents and check the result before anyone else can use it.
- 04
Run it when it should run
By hand, on a schedule, or when a new or changed document arrives.
In detail
What you get
- Lawyer checkpointsDecide exactly where a person must approve before the work continues.
- A test gateA workflow is published only after it passes its tests.
- TriggersSchedules and new-document triggers keep recurring work moving without a reminder.
- Into the libraryPublished work appears in the Workflow Library for the people you choose.
Who uses it
Built for these teams
Works with
Agent and Workflow Builder: questions
Can we use the Builder now?
Yes. Register interest and tell us the work you would build first.
See Finch on one of your matters.
Register interest and the next step is a 45-minute live demonstration on one matter, end to end: intake, an 800-page set, the brief, an advocacy note and a draft with tracked changes.