Workflow Library
Workflow Library: your firm’s routines, run the same way every time
Save the processes your team repeats every week, and let any lawyer run them in one click with the firm’s own standard built in.
Vendor contract check · 18 contracts · each one read on its own
The way your firm does it, written down once.
Every team has routines: the first letter to a new client, the diligence checklist for a share purchase, the conflict check before a matter opens. The Workflow Library keeps them in one place so the junior on day one runs them the way your senior partner would.
See it work
Watch a routine become a workflow
Twelve checks across eighteen vendor contracts, described in plain words, tested, approved and run. Pick a chapter to jump to it.
How it works
Workflow Library, step by step
- 01
Describe the routine
Write the process in plain language, or save a run that went well as a workflow.
- 02
Set the inputs
Choose what the workflow asks for each time: the client, the documents, the counterparty.
- 03
Share it
Publish to a practice group or the whole firm, with roles deciding who can run or edit it.
- 04
Run in one click
Any lawyer runs it on a matter and gets the same structure every time, checked like any other Finch work.
In detail
What you get
- A starting libraryCommon routines ready to adapt, such as first-response letters, diligence checklists and conflict checks.
- VersionsChange a workflow without losing the version that ran last month.
- RolesDecide who can run, edit or publish each workflow.
- Same checksWorkflow output carries its citations and waits for a lawyer’s sign-off like everything else.
Who uses it
Built for these teams
Works with
Workflow Library: questions
Do I need to code to build a workflow?
No. You describe it in plain language. For more control, the Agent and Workflow Builder adds steps, conditions and checkpoints.
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.