Legal information moves constantly: between people, systems, matters, clients, and policies. Yet many of the processes surrounding that information still depend on tickets, spreadsheets, one-off scripts, and handoffs across multiple teams.
The ReVia Workflow Library gives law firms and legal departments a more controlled way to manage that work. It brings repeatable, policy-driven automation into a single platform serving Information Governance, Knowledge Management, IT and Security, and Records Management.
Instead of rebuilding a process every time a person leaves, a matter transfers, a retention rule applies, or unusual activity needs review, teams can launch a defined workflow with clear decisions, approvals, actions, and evidence from start to finish.
From manual tasks to governed workflows
The hardest operational work in legal is rarely a single action. It is a sequence: identify the right information, apply policy, coordinate stakeholders, execute across systems, verify the outcome, and preserve an audit trail.
ReVia Workflows turns those sequences into reusable workflows. Each workflow can guide the team through intake, approvals, system actions, exceptions, notifications, and reporting while keeping people in control of consequential decisions.
A library anchored in real use cases
ReVia organizes workflows around the outcomes legal organizations need to achieve, not around a department, system, or isolated feature. Each use case provides a practical starting point that teams can adopt as designed, configure around their own policies, or extend as requirements evolve.
| Workflow | Operational need | What ReVia coordinates |
|---|---|---|
| Offboarding | Secure information when attorneys and staff leave | Identify content, route decisions, preserve required information, transfer ownership, and document completion. |
| Firm Transfers | Move matters and client information securely | Coordinate selection, authorization, export, transfer, validation, and chain of custody. |
| Access Control | Apply permission changes at scale | Translate an approved request into controlled access updates, exception handling, and evidence. |
| Retention | Execute policy consistently | Identify eligible content, route review and approval, apply the required action, and retain the record. |
| Investigations | Respond to activity concerns quickly | Bring together scope, searches, findings, review steps, and defensible reporting. |
| Onboarding and Information Movement | Bring information into governed systems | Coordinate source selection, mapping, migration, validation, and user notification. |
One use case Multiple teams One coordinated process
The use case is the anchor. ReVia then brings the right teams, policies, approvals, and systems into a shared process. Each function participates where its expertise and authority matter, without owning a separate version of the workflow.
Information Governance
Move policy from a document into day-to-day execution. ReVia helps IG teams define when a workflow begins, what approvals are required, how exceptions are handled, and what evidence is retained. The result is a process that is easier to follow, measure, and defend.
Knowledge Management
Protect institutional knowledge when people, matters, and content move. Workflows can help identify valuable information, route it to the right destination, and preserve the context that makes it useful without relying on informal handoffs or individual memory.
IT and Security
Replace brittle scripts and disconnected service requests with controlled automation. ReVia coordinates actions across systems such as Microsoft 365, NetDocuments, and Box while maintaining approval points, operational visibility, exception handling, and a clear record of what occurred.
Records Management
Turn records policies into consistent operational steps. From intake and classification through transfer, retention, and disposition, ReVia helps Records teams reduce manual coordination while preserving oversight of sensitive or irreversible actions.
Built for control as well as speed
Automation in legal cannot be a black box. ReVia Workflows is designed to make the process visible and governable from the outset.
Policy-driven logic that reflects the organization’s rules and approval structure.
Human review at the points where judgment, authorization, or exception handling matters.
Role-based access so the right participants can initiate, approve, manage, and review work.
Status and exception visibility that helps teams understand what is complete, pending, or blocked.
Audit-ready history that records decisions and actions throughout the workflow.
Configurable processes that can evolve with policies, systems, and organizational needs.
One platform with room to grow
The Workflow Library is designed to expand with the operational needs of the firm, including legal hold and preservation, secure information collection, and governed workflows spanning Box, Microsoft 365, NetDocuments, and other legal applications.
This provides a common foundation for work that often spans separate tools and teams. A single workflow can begin with an HR or service-management event, apply IG and Records policy, trigger IT actions, require Security review, and preserve the complete operational record.
Start with the use case
ReVia Workflows helps legal organizations move from reactive, person-dependent processes to a governed operating model. Teams gain the speed of automation without giving up the control, visibility, and accountability their work requires.
Start with the business problem: a departing attorney, a firm transfer, an access change, a retention event, or an investigation. Select the corresponding workflow from the library, configure it to your policies, and expand as new needs emerge.
See ReVia Workflows in action at revia.ai