Daniel has spent over a decade working at the intersection of law and technology – from private and in-house practice to leadership roles at Kira and ClearyX. At Legora, he partners closely with clients and product teams to help deliver AI systems that align with the real-world demands of legal professionals.

He compares Workflows to a group of brilliant session musicians. The system knows how to follow your lead and respond to feedback, while offering unmatched flexibility and improvisation.

This balance between control and autonomy, Daniel explains, is what defines an agentic system.

Unlike single-shot LLM assistants that try to solve everything in one go, agentic AI breaks complex tasks into structured, intelligent steps. It invokes the right tools, adapts mid-process, and stays aligned with the user’s intent.

“Workflows is agentic in the sense that it can make some decisions, but you still define the steps. Within those steps, it might choose how best to search or which terms to use. But it doesn’t go off-script.

“It’s like working with a smart and adaptable colleague. You can ask them to find certain clauses, and they’ll pick the search terms. If those don’t work, they’ll try something better – always working within the steps that you’ve set.”

That balance matters – especially in legal contexts, where trust and oversight go hand in hand:

“Lawyers want to see what the system is doing, and they value transparency. As long as they understand how it reaches conclusions, and can guide or correct it when needed, they’re confident using it.”

From patchwork to platform

Built in close collaboration with top-tier firms, Workflows arrives at a critical moment for the legal sector, as it races to adapt to the transformative impact of AI. Yet across the industry, many legal teams are still reliant on fragile setups – stitching together platforms, prompts, and manual effort in ways that are rarely fit for strategic, repeatable work at scale.

Even so-called automated solutions often fall short. They’re either too rigid to handle the nuance of legal work, or too open-ended to be trusted.

Workflows changes that. Rather than handling isolated tasks, it coordinates the full lifecycle – planning, sequencing, and adapting across tools to deliver complete outcomes, with the user shaping direction and maintaining oversight throughout.

There’s no need to configure logic or write code – just describe what needs to happen.

Embedding expertise into every workflow

One of Workflows’ most powerful dimensions is how it reflects a firm’s institutional knowledge. It doesn’t just automate steps, says Daniel – it carries through each firm’s unique approach.

“If every client got the same out-of-the-box Legora, they'd all be offering the same product. But they don’t – because you integrate your data, your systems, your experience. That’s what shapes the workflow.

“And because those assets are dynamic, the workflows are too. They keep improving as your knowledge base evolves.”

A real-world use case: Due diligence

Few processes reveal the limitations of traditional legal workflows more clearly than due diligence. Reviewing a high volume of contracts requires not just accuracy, but structure, consistency, and speed – typically spread across multiple tools, templates, and handoffs.

Workflows consolidates that complexity into a single, guided flow.

“You start with a big pool of documents – say, customer contracts. With Workflows, you can run your usual review, but also let the system identify extra items worth flagging, then summarise the most noticeable risks it finds.”

“Next, it pulls the firm’s red-flag report template, uses the extracted risks and contract details, and drafts the relevant section of the final report – styled to your standard.”

A process that once required multiple teams, tools and rewrites now runs end-to-end – intelligently and repeatably – within a single system, with a reviewer guiding and validating key steps as the workflow progresses. Keeping a ‘human in the loop’ is essential, not only to ensure quality and compliance, but to shape the workflow over time.  

Why Legora’s approach is different

Where other tools rely on visual logic builders or technical setup, Legora’s workflow builder is language-first. Users describe the steps – just like they would to a colleague – and the system builds from that.

“We didn’t want to replicate previous generations – complex node builders, lots of dragging and clicking. Instead, you just say what you want in plain language.

“You don’t have to learn a new interface. You describe the task, and the system handles the logic.”

This design makes workflows far more accessible, and it's already resonating.

“We’ve already seen people saying: ‘I want to build my own workflow. I want to edit it myself.’ That’s the response we were hoping for.”

The system is evolving fast. Upcoming additions include deep research, memory, real-time citation, VDR triggers, and external data fetches – all part of a roadmap designed to support more advanced, firm-specific workflows.

“It’ll handle bigger, more complex workflows – multiple threads running in parallel. And every tool we add to the platform becomes part of what Workflows can orchestrate.

“It’s the orchestration layer for the entire Legora system.”

A new model for legal delivery

For legal teams under pressure to deliver high-quality work at speed, Workflows offers more than just efficiency. It introduces a new way of working – one where structure and flexibility can finally coexist.

“You can ask: of all the contracts from this jurisdiction, meeting these conditions – what are the biggest risks to my client? And it gives the answer. In seconds.”

It’s not only about saving time, Daniel notes. It’s about enabling deeper, more consistent analysis – and giving lawyers space to focus on judgment, not just execution.