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TASKS & WORKFLOWS

Turn legal process
into visible progress.

Build reusable workflows, coordinate parallel work, and let the next task ripen when its dependencies are complete.

COHERTIA · NORTHSTAR LEGAL GROUPOrganization templates
WORKFLOW LIBRARY

Workflow Templates

Build repeatable legal processes for every Matter.

⌕   Search workflow templatesAll Stages⌄
TemplateStageTask BucketsCreated ByAction
Complaint FilingFrom initial draft through filing and serviceComplaint3 buckets · 5 tasksElena Brooks
Discovery ResponseCollect, review, and serve discovery responsesIn Discovery4 buckets · 8 tasksMarcus Chen
Settlement ApprovalPreliminary approval through final hearingSettlement Approval5 buckets · 11 tasksPriya Shah
GRAPHICAL WORKFLOW BUILDER

Build the plan like
building blocks.

Each task carries its matter, owner, due date, status, and dependency context.

WORKFLOW BUILDERAuto-saved
COMPLAINT WORKFLOWHarborlight Health Network
MATTER STAGEComplaintDEFAULT ASSIGNEEElena Brooks
1Task Bucket 1Active work · 2 tasks⠿
AssignedDraft complaintElena Brooks · Oct 6High priority
In ProgressCollect named-plaintiff declarationsMarcus Chen · Oct 8Medium priority
›
2Task Bucket 2Starts after Bucket 1⠿
RipeningPartner reviewPriya Shah · Oct 10High priority
RipeningPrepare filing exhibitsNoah Williams · Oct 11Medium priority
›
3Task Bucket 3Starts after Bucket 2⠿
RipeningFile complaint and summonsElena Brooks · Oct 14Critical priority
01

Start from a template

Choose a Cohertia library workflow or an organization-specific template, then tailor it to the matter.

02

Assign once

Apply an assignee across the workflow, or give individual tasks to the right collaborators.

03

Advance automatically

Dependent work moves from Ripening to In progress when every prerequisite is complete.

Repeat the process.
Keep the judgment.

Reusable templates Parallel task groups Clear task states Matter-linked execution