LOIS Build: Skills and Workflows

This article covers the Build section of the LOIS Console. This section includes LOIS skills and workflows. 

In LOIS Console’s sidebar, click Build to begin working with skills and workflows. Click Workflows to open LOIS Workflows in a new tab. 

Heads Up!

Only account admins have access to LOIS Workflows. Learn more about LOIS Workflows.

Skills and Workflows

• Skills are sets of instructions that tell LOIS how to approach a specific task using your firm’s standards, preferred format, required checks, and tone. 
• Workflows are automated, pre-defined workflows triggered by Filevine events (webhooks) or on a schedule

Skills

When LOIS invokes a skill, it applies the firm's instructions to the task at hand. The result is output shaped by the firm's own institutional knowledge.

Build a Skill

To create a skill, click Build in the sidebar of LOIS Console. Click create a skill. 

Choose to save the skill as a personal or a firm skill. Personal skills are private to the user who created them. These are ideal for individual standards and preferences. Firm skills are created by firm administrators and available to everyone at the firm, ensuring that the firm's standards are consistent no matter who is doing the work.

Name the skill, include a short description, and then build your instructions. These instructions will be sent to LOIS whenever the skill is invoked.

Using Skills

Once a skill is created, invoking it is as simple as typing / in the LOIS interface, which surfaces a searchable menu of available Skills. Typing /discovery-response, for example, would load your firm's discovery response standards into the session before any work begins.

Tip

Some skills may require refinement. If you aren’t getting the desired output from LOIS when using a skill, consider updating and clarifying the skill instructions, and then try again.

Skill Example: Intake

An intake skill could encode your firm's complete intake process: the required questions, the documents to collect, the fields to populate, and the internal steps that need to happen before a file is opened. When a staff member invokes /new-case-intake, LOIS could guide them through the firm's own checklist. Here’s an example of what a skill’s instruction’s might look like for an intake skill:

When opening a new case, walk through the following intake checklist in order and confirm that all of the following are complete. 

1. Confirm client identity: full legal name, date of birth, contact information, and preferred communication method is within the project
2. Capture incident details: date, time, location, and a plain-language description of what happened and ensure this is entered in project fields
3. dentify all parties: adverse party name and contact information, insurance carrier and policy number if known and exist within the Parties section 
4. Collect required documents: Confirm file has a signed  retainer agreement, HIPAA authorization, and any incident reports.
5. Assess statute of limitations: confirm the incident date and flag if the limitations deadline is within 90 days.
6. Create task in Project to follow up with client in 5 days and assign to Primary

If any required field is missing at the end of intake, produce a list of outstanding items and note them in the case file before marking intake complete.