A workflow is a sequence of automated actions triggered by a specified event. Unlike traditional workflow systems, Sque workflows incorporate AI capabilities and legal context understanding.

Each workflow consists of:

1. Trigger Event

The event initiating workflow execution:

• New matter created
• Document uploaded to matter
• Task completed
• Time entry created
• Date milestone reached (e.g., 30 days before deadline)
• Email received matching specified criteria

2. Conditions (Optional)

Logical conditions determining whether workflow proceeds:

• Matter type is "Litigation" (if workflow only applies to litigation matters)
• Matter budget exceeds $50,000 (if workflow applies only to significant matters)
• Client is existing client vs. new client (different workflows for each)
• Lead attorney is partner level (for escalation workflows)

3. Actions

Specific actions the workflow executes:

• Create task assigned to specified person
• Send email notification to specified recipients
• Create time entry for specified billing code
• Generate document using template
• Ask Sque to perform analysis and populate results
• Move document to specified matter or folder
• Create calendar reminder
• Update matter status

4. Notification and Approval

• Notify specified person and require approval before proceeding
• Send multiple-stage approvals for high-dollar or high-risk matters

Conditions

• Matter type is not internal matter
• Client has prior relationships with firm (existing client)

Actions

1. Retrieve prior matters with same client from CRM (Firm CRM, Article 10)
2. Automatically file prior matter documents to new matter briefcase (for reference)
3. Request Ask Sque to analyze all prior client files for ongoing issues or unresolved matters
4. Create task: "Conduct conflict check — assign to compliance officer" (with 2-day deadline)
5. Create task: "Update client contact information — assign to billing coordinator" (with 1-day deadline)
6. Send email to lead attorney with matter summary and prior matter references
7. Create matter timeline with standard deadlines based on matter type

Workflow Efficiency Gain: Reduces intake time by 50–60%, ensuring consistent information capture and prior matter context review.

Actions

1. Ask Sque to summarize contract and extract: parties, effective date, renewal date, termination date, payment terms, liability caps, insurance requirements
2. Ask Sque to identify unusual or non-standard terms
3. Create task: "Review contract summary and Ask Sque analysis — assign to lead attorney" (with 3-day deadline)
4. If contract identified as containing unusual terms, create escalated task: "Escalated contract review — assign to partner" (with 1-day deadline)
5. Automatically create document tags based on Ask Sque analysis (e.g., tag as "High Risk" if significant liability provisions identified)
6. Create calendar entry: renewal option deadline with 90-day advance reminder

Workflow Efficiency Gain: Ensures all contracts receive rapid review and that unusual terms receive explicit attention. Prevents missed renewal deadlines.

Sque provides template workflows for common legal scenarios:

• Litigation Matter Intake: Conflict checking, prior matter analysis, discovery timeline establishment
• Transaction Management: Closing checklist, document coordination, signature collection
• Contract Management: Review trigger, risk assessment, renewal tracking
• Invoicing: Time review, evidence pack generation, client approval, payment tracking
• Document Review Projects: Batch workflow for bulk document analysis and organization

Administrative users can build custom workflows using drag-and-drop interface:

1. Select Trigger Event: Choose event type and specify triggering conditions
2. Define Conditions: Add logical conditions narrowing workflow scope
3. Build Action Sequence: Add actions in sequence with options for conditional branching
4. Set Notifications: Specify notification recipients and approval requirements
5. Test Workflow: Test workflow on sample data before deployment
6. Publish and Monitor: Deploy workflow and monitor execution for effectiveness