Blocks
The fundamental unit of legal work
Blocks
Blocks are the individual building blocks that make up a Routine. Each Block represents one clear legal task with a distinct outcome.
How Blocks Work
Whenever you drag a step into a Routine, you are placing a Block. Blocks follow a strict checklist:
- Inputs: Forms, documents, or data passed from the prior step.
- Execution: AI analyzes/drafts or a human completes the action.
- Outputs: Signed documents, analyzed data records, or finalized drafts.
If Fallback to Human is enabled in your Routine's configuration and an AI Agent fails to process a Block (e.g., the document is corrupt or unclear), the system seamlessly bounces the task to a human assignee so deadlines are not missed.
Types of Blocks
AI-Compatible Blocks
Tasks where Seraa AI does the heavy lifting:
- Drafting: Generates contracts, letters, and documents from prompts and matter context.
- Review: Checks documents against your firm's Rulebooks for compliance and risk.
- RunExtractions: Pulls structured data points from documents into an organized grid.
- ExtractReminders: Scans documents for obligations, deadlines, and renewal dates.
- Report: Synthesizes data into executive summaries and analytical reports.
- Compliance: Runs compliance-specific checks against regulatory standards.
- EthicsReview: Evaluates work against ethics frameworks (Research workspaces).
Human / Hybrid Blocks
Tasks requiring human execution or judgment:
- IntakeForm: Collects structured information from clients or team members.
- Upload: Requests file delivery from an assignee.
- Approval: Requires sign-off from a designated reviewer (e.g., partner approval).
- Signing: Routes documents for e-signature collection.
- CarbonCopy: Sends a copy of output to specified recipients without requiring action.
- DataCollection: Gathers research data or metrics (Research workspaces).
- Custom: A flexible block type for tasks that do not fit standard categories.
Coming Soon
The following blocks are defined in the system but not yet available in the block library: Discovery, Filing, Hearing, ServiceOfProcess, SettlementReview, Publication, GrantMilestone, and Replication.
Flowing Work
Blocks automatically pass their finished work to the next step.
- Passing Data: An Intake Form block gathers a client's name. A Drafting Block uses that name to produce a letter.
- Evolving Documents: An AI Review block highlights risks in a newly uploaded contract. The subsequent Drafting Block uses those highlights to generate a safer counter-draft.