Select the documents to feed downstream steps. This is the first step in most workflows.Config
Field
Type
Required
Notes
Documents
Document picker
Yes
1 to 200 documents.
Outputs
Field
Contents
Documents
The list of document references, ready to wire into any step that takes a document list.
The picker is matter-scoped. When the workflow is launched against a matter, only that matter’s documents are pickable, so cross-matter picking is structurally impossible. Org-wide workflows launched without a matter can pick any document in the organization, which is intentional.
Blocks until the supplied documents finish ingestion: chunked, embedded, and indexed. Required before any retrieval step that runs immediately after a fresh upload, otherwise the retrieval step searches an index that does not have the documents yet.Config
Field
Type
Required
Default
Notes
Documents
Document list
Yes
1 to 200. Usually wired from Pick Documents.
Timeout (seconds)
Integer
No
600
10 to 1,800. The step fails if any document is still processing when the timeout expires.
Check interval (seconds)
Integer
No
5
2 to 30. How often to re-check.
Outputs
Field
Contents
Documents
The document references, now confirmed ready.
Waited Seconds
How long the step actually waited.
Already Ready
How many documents were already ingested on arrival.
Already Ready equal to the document count means the step was a no-op and you could reorder it. It is still cheap insurance on any workflow where documents might be fresh.
Extracts structured input hints (party names, claim summaries, dates) from a document or a matter, shaped to fill a specific built-in workflow’s input fields. Pair it with a downstream drafting step so you are not retyping facts that are already in a file.Config
Field
Type
Required
Notes
Read from
Document or Matter
Yes
Document reads one file’s content; matter reads structured matter metadata.
Source
Picker
Yes
Becomes a document picker or a matter picker depending on the field above.
Also include matter metadata
Boolean
No
When reading from a document, additionally pull the run’s matter metadata. Defaults to off.
Target workflow
Workflow picker
Yes
Which built-in workflow’s input fields the hints should be shaped to fill.
Attaches a document to a matter so it appears in that matter’s document list. Usually the final step after a Generate Legal Draft.Config
Field
Type
Required
Notes
Document
Document picker
Yes
Usually wired from an upstream Pick Documents or Generate Legal Draft.
Matter
Matter picker
Yes
Where the document should appear.
Outputs
Field
Contents
Document Id, Matter Id, Saved
Confirmation of what was attached where.
This is a side-effect step. It short-circuits to a no-op on a Test Run, and it cannot be used as the inner step of a Loop Over Documents. Run it once, outside the loop, on the loop’s results.
