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Workflow Setup Guide

Configure intelligent data extraction and automated legal processes.

JuriCloud Workflows allow you to automate the extraction of key data points from legal documents, perform complex calculations, and visualize results through custom dashboards or automated flows. Setting up a workflow involves two primary stages: Configuration and Field Definition.

1. Workflow Configuration

Start by defining the core identity and intelligence strategy for your workflow.

  • General Details: Give your workflow a unique name and description to help your team understand its purpose (e.g., "NDA Compliance Review").
  • Workflow Type: Choose between:
    Dashboard Builder
    Create custom dashboards with charts, tables, and summary widgets to visualize extracted data.
    Flow Builder
    Design automated workflows with conditional logic, approvals, and integrations.
  • Document Type: Select the template JuriCloud should expect (NDA, MSA, Employment, etc.) or define a Custom type.
  • Extraction Strategy:
    • Clause-Based: Best for prose-heavy contracts and paragraphs.
    • Structured Data: Optimized for forms, schedules, and key-value pairs.
    • Hybrid Intelligence: Advanced model handling both text and tables.

CONFIGURATION INTERFACE

Recording: Selecting Workflow Type and Extraction Strategy in the setup panel

2. Fields & Data Schema

The schema defines what data JuriCloud will look for in your documents. You can build a library of fields ranging from simple text to complex calculations.

How to Add a Field

  1. Select Type: Choose a field type from the Field Library in the left sidebar (e.g., Text, Currency, or Data Table).
  2. Define Identity: Enter a Label. JuriCloud will automatically generate a Variable Name for use in formulas and API integrations.
  3. Set Rules: Toggle Required if the data is mandatory, or Repeatable if the document contains multiple instances of this data point.
  4. Configure Logic: Depending on the type, set specific rules like Min/Max Length, Currency Codes, or Selection Options.
  5. Save: Click Save Field to add it to your Data Canvas. You can always edit, duplicate, or reorder fields later.

Basic Field Types

Text Input
Standard alpha-numeric inputs. Supports multiline blocks.
Number
Integer or decimal values with validation.
Date Picker
Normalized date extraction with time support.
Boolean
Yes/No flags for compliance checks.

Advanced Data Types

Currency
Specialized numeric fields with symbols ($).
Percentage
Fields with automated formatting symbols (%).
Data Table
Extract structured lists and schedules.
Derived Field
Perform real-time math on legal data.

FIELD LIBRARY & CANVAS

Recording: Adding basic and advanced fields to the workflow schema

Pro Tip: Dynamic Lists
Use Dynamic Source to automatically populate a dropdown with every "Entity Name" found across 10 different documents in your workspace.

3. Derived Fields & Formula Builder

Workflows aren't just for extraction; they can perform real-time math on your legal data.

Add a Derived Field to open the Formula Builder. You can reference any numeric or currency field using{{variable_name}} syntax.

FORMULA BUILDER

Recording: Creating a derived field and writing a calculation formula

Supported Math:

Use standard operators (+, -, *, /) and parentheses to calculate things like "Total Exposure" or "Late Fees."

4. Field Properties

Fine-tune how fields behave during the extraction process.

  • Required: Extraction will flag a warning if this data point is missing from the document.
  • Repeatable (Array): Use this when a data point might appear multiple times (e.g., "Secondary Signatory").
  • Variable Name: The backend key used for API integrations and formula references.
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