Features
Workflows
Workflows are reusable prompt templates for recurring jobs. Turn repeat work into one click, and share it across a project or with named colleagues.
Built-in workflows
- Generate CP Checklist — reviews a credit / financing document and produces a downloadable, landscape Word checklist.
- Credit Agreement Summary — an inline summary of lenders, borrowers, guarantors, facilities, amounts, interest, fees, repayment, security, covenants, defaults, and more.
- Shareholder Agreement Summary — a downloadable Word summary of parties, share classes, governance, reserved matters, pre-emption, drag/tag rights, and dispute resolution.
Sharing & permissions
Workflows are shareable across a project or with named colleagues, with read-only or can-edit permission — so a template your team relies on stays consistent.
Pair Workflows with Tabular Review and Projects to standardise how your team handles recurring matters end to end.