LawVu’s agentic workflow builder: AI that does the work you can trust

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Updated September 29, 2026
Agentic workflow builder

A new legal request is submitted, and before any legal judgement is applied, the request has to be read to assess it’s requirements. Then it’s manually appointed an owner, and notes are compiled along with follow-up tasks, before it’s routed to the correct attorney.

While each step may only take a few minutes, across dozens of requests per week, those minutes become one of the biggest drains on an in-house legal team’s capacity and slows the business down.

Why automation hasn’t fixed this yet 

Legal teams have tried automation before: traditional rules-based workflow tools tend to be rigid, need specialist or IT resources to configure, and break when processes change. 

Meanwhile, generic AI tools have the opposite problem. They’re flexible, and increasingly capable of doing the work. But for legal, being capable isn’t enough. Generic tools sit outside legal’s systems, so they don’t know your playbooks, your matter history, or who’s allowed to see what. For a function whose job is to manage risk, that’s a hard trade-off to accept. 

Legal needs automation that understands the work, follows the team’s own playbooks and guardrails, and acts inside the system where the work lives. 

Introducing LawVu’s agentic workflow builder 

LawVu’s agentic workflow builder turns a repeatable legal process into an automated workflow, without code or specialist resources. 

Here’s an example of an automated intake process:

When a new legal request is submitted, a workflow can automatically assess it using your team’s criteria. It can then add it’s assessment to the matter as a note, assign the matter to the right legal personnel or team, create any required follow-up tasks, and update its status or priority.

Here’s what it looks like in practice:

Building a workflow doesn’t take technical expertise either. It’s set up the same way you’d explain a process to a new team member: describe the steps, decisions, and outcomes you want in plain language, choose what should kick it off, such as a new matter being created, and AI builds the workflow for you.

From there, it applies your team’s own playbooks to handle the admin, so by the time a lawyer opens the matter, the groundwork is already done. 

AI workflows legal can trust 

Legal needs to stay in control of what AI does on its behalf, so governance is built into how the workflows run: 

  • You set the level of autonomy. Pre-approve the steps you’re comfortable automating, and keep a human approval step where judgement matters. 
  • Test before you go live. Try a workflow on a sample record and refine it before turning it on. 
  • Every run is visible. See what each workflow does, step by step. 
  • Your security remains intact. AI works within existing permissions, and your data is never used to train AI models. 

Because workflows run inside LawVu, with access to your matters, contracts, and spend, they have the context to do the job well. That’s the difference between AI as a bolt-on feature and AI as an engine that runs across all your legal work. 

What changes for your team 

  • Lawyers spend less time managing work and more time doing it. 
  • Legal ops gets consistent, repeatable processes without depending on IT or specialists. 
  • Legal leaders gain capacity without adding headcount, plus visibility into how work moves. 
  • The business gets faster responses, because requests don’t sit waiting for someone to sort them. 

Built to scale with you 

As your team grows and needs change, processes will naturally evolve. Because all your workflows live in one central repository, you can update your workflows accordingly without having to rebuild them or retrain your team. 

Your team already knows how legal work should flow. The agentic workflow builder lets that knowledge run on its own, within the guardrails you set. 

Ready to see agentic workflows in practice? 

Book a personalized demo, and we’ll show you how LawVu can streamline your legal processes and workflows.

See the LegalOS in action.

Request a demo to ask your questions and see how a legal operating system could work for your team.
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