Automations turn recurring work into clear flows
Automations connect requests, documents, vault context, tools and human review so teams can repeat important routines without rebuilding the process every time.
Forlex module
Manual, scheduled and external triggers
Run workflows from a user action, a recurring schedule or an external event.
LIVIA execution
Let LIVIA prepare summaries, drafts, checks, routing and follow-ups inside a configured workflow.
Owners and stages
Keep responsibilities, status, due dates and approvals visible as work moves forward.
Connected tools
Connect files, messages, tasks and systems around the workflow.
Common uses
What stays controlled
Sources before output
Work stays connected to documents, policies, vault context, web evidence or legal sources.
Specialized AI routing
Forlex can match tasks to the right AI path instead of treating every request as the same prompt.
Human review
Drafts, research and decisions stay reviewable, with owners, open questions and approval status visible.
Buyer committee paths
Give every stakeholder a clear reason to trust Forlex.
Legal, security, compliance, finance, operations and executive readers can each evaluate the Forlex evidence that matters to their decision.
Law firm leaders
Quality, client service, professional judgment and adoption.
In-house legal
Workload, contract risk, matter visibility and defensible AI use.
Legal operations
Process consistency, reporting, templates, rollout and adoption.
Compliance and risk
Policy enforcement, retention, audit trails and sensitive data handling.
IT and security
Data handling, access controls, isolation, integrations and vendor review.
Executives and economic buyers
Value drivers, implementation effort, operating risk and budget clarity.
How teams start
Bring one real routine and its source material.
Map sources, owners, review status, permissions and approvals.
Configure LIVIA, vault context, automations and AI routing for the team.
Start with human review, clear records and a small set of measurable routines.
Walk through one real workflow.
Bring one contract, compliance request, onboarding packet, or operating workflow. We will show how Forlex keeps sources, owners, review, and next steps clear.