Skip to main content

Creating Custom Workflows

When the 86 system templates do not cover your specific needs, you can create custom workflows from scratch. Custom workflows let you define exactly what Judicio should look for when reviewing documents, tailored to your practice area, client requirements, or internal standards.

Two ways to create a workflow​

Judicio offers two approaches to building custom workflows:

1. Manual creation​

Build your workflow step by step using the structured editor. This gives you full control over every review criterion.

2. AI-assisted generation​

Describe what you need in plain language and Judicio generates a complete workflow for you. You can then review, edit, and refine it before saving.

Start with AI, then refine

For most users, the fastest path is to describe your requirements in plain language, let Judicio generate a draft workflow, and then fine-tune the criteria. This combines the speed of AI generation with the precision of manual editing.

Creating a workflow manually​

  1. Open Workflows & Templates from the sidebar.

  2. Select Create Workflow.

  3. Fill in the workflow details:

    FieldDescription
    NameA descriptive name for the workflow (e.g., "NDA Review -- Technology Sector")
    DescriptionA brief summary of what the workflow does and when to use it
    CategoryThe practice domain this workflow belongs to
    TagsOptional labels for organisation and searchability

  4. Add your review criteria. Each criterion is a specific check or question that Judicio will evaluate against the document. For example:

    • "Does the agreement contain a non-compete clause? If so, what is the duration and geographic scope?"
    • "Identify any limitation of liability provisions and assess whether the liability cap is reasonable."
    • "Check whether the governing law and dispute resolution mechanism are specified."

  5. Arrange the criteria in the order you want them to appear in the review findings.

  6. Select Save Workflow.

Writing effective review criteria

The more specific your criteria, the more useful the findings. Instead of writing "Check the indemnification clause", write "Identify all indemnification obligations, note whether they are mutual or one-sided, and flag any uncapped indemnities."

Creating a workflow with AI assistance​

  1. Open Workflows & Templates from the sidebar.

  2. Select Create Workflow.

  3. Select the Generate with AI option.

  4. Describe what you want the workflow to do in plain language. For example:

    "Create a workflow for reviewing software licensing agreements. It should check for IP ownership, license scope and restrictions, warranty disclaimers, limitation of liability, data protection obligations, and termination provisions."

  5. Judicio generates a complete set of review criteria based on your description.

  6. Review the generated criteria. You can:

    • Edit any criterion to adjust its wording or scope
    • Remove criteria you do not need
    • Add additional criteria manually

  7. Fill in the name, description, category, and tags.

  8. Select Save Workflow.

Duplicating a system workflow​

If a system workflow is close to what you need but requires modifications, you can duplicate it:

  1. Find the system workflow in the Workflow Library.
  2. Select the workflow to view its details.
  3. Select Duplicate as Custom.
  4. The workflow editor opens with all the original criteria pre-loaded.
  5. Make your changes -- add, remove, or edit criteria as needed.
  6. Give the duplicated workflow a new name and save it.
Duplicating is the fastest way to customise

Rather than building from scratch, start with the closest system template and adjust it to your needs. This ensures you do not miss important criteria that the system template already covers.

Editing an existing custom workflow​

To modify a custom workflow you have already created:

  1. Open Workflows & Templates from the sidebar.
  2. Find the workflow in the Custom tab.
  3. Select the workflow and choose Edit.
  4. Make your changes to the name, description, tags, or review criteria.
  5. Select Save.
Editing affects future uses only

Changes to a workflow do not retroactively affect reviews that have already been completed using that workflow. Only future reviews will use the updated criteria.

Deleting a custom workflow​

To delete a custom workflow:

  1. Open the workflow from the Workflow Library.
  2. Select Delete.
  3. Confirm the deletion.

Deleted workflows cannot be recovered. Reviews that were completed using the deleted workflow remain accessible -- only the workflow template itself is removed.

Next steps​