Workflow enables you to automate the routing and distribution of documents to streamline document review and maximize accuracy and defensibility.

Administrators can define an efficient and consistent document review process by automating the routing and distribution of documents using levels and stages and removing the manual steps of selecting and batching documents. Workflow also controls the document batching system in Nebula, which eliminates most of the overhead traditionally associated with manual, ad hoc batching systems.

Well-designed workflows make it easy to track review progress, even in the most complex scenarios. While most matters will only have one workflow, Nebula does support multiple simultaneous workflows when necessary.

While Workflow is flexible enough to keep up with reviews that change over time, there are fundamental components that should be planned-out in advance of crafting a workflow in Nebula.

Prior to setting up workflow, the following elements should be planned-out:

  • Coding fields and tags to define various review statuses
  • The desired flow of documents from start to finish
  • User groups (only specified user groups will have access to batches for a given stage)

Workflows are itemized in the Explore pane. Click one to open the Workflow page (Review > Review Management > Workflow).