--- title: "Rule-based and agentic legal workflow automation" description: "Build no-code workflows, share them with partners and let agentic AI handle defined steps – with deadlines, court dates and standard procedures built in." url: https://www.june.tech/platform/workflow-automation language: en --- Platform · Workflow automation # Rule-based and agentic legal workflow automation Transform your legal operations with intelligent and customizable workflows. [Book a demo](https://www.june.tech/demo) [All platform features](https://www.june.tech/platform#features) - Smart automation - Smooth collaboration - Accuracy at scale Trusted by legal teams at: Lufthansa, British Airways, Swiss Life, Discover Airlines, Deloitte Legal, Heuking, Ebner Stolz, CLASS REACTION, Frommer Legal. Customers: Meta, Schufa, Austrian Airlines, KPMG, CMS, Lutz | Abel, Pinsent Masons, CCM Legal, Junova. In the product ## Legal workflow automation tailored to your needs At a glance Efficiency is a necessity, not a luxury - ### Smart automation Reduce manual coordination and eliminate repetitive tasks – whether you customize your own workflows or let agentic AI take the helm. - ### Smooth collaboration Enhance teamwork by allowing different teams to customize their workflows based on their specific processes. - ### Accuracy at scale Let automation handle complex, recurring processes while guaranteeing compliance with standard operating procedures and best practices. Key facts - No-code, flowchart-style workflow builder - Modular actions assigned to people or units - Workflows customized and shared per organization - Agentic AI with human oversight - Next step triggered automatically - Deadlines, court appointments and due dates built in - SOPs guaranteed by rule-based workflows - Reminders in your personal dashboard In detail ## Workflow automation What JUNE does – and how it fits into the rest of your case management. [Book a demo](https://www.june.tech/demo) 1. 01 ### More productivity and efficiency for every case In today’s fast-paced legal and operational environments, efficiency isn’t a luxury – it’s a necessity. Workflow automation is one of the key components of JUNE: you automate and steer operations through individual actions that define the next step in the process, step by step. Team or individual tasks can be delegated to the system, which follows your instructions. You create an automation for each use case and adapt it in a simple, flowchart-like interface – without any coding. 2. 02 ### Enhanced teamwork and collaboration In JUNE’s Collab Spaces, different teams create their own workflows as a sequence of actions assigned to different people or units, with clear task ownership. Each organization in the system – external partners, for example – can customize and share its workflows for full flexibility. That eliminates manual tasks and communication in repetitive processes, for your team and every other stakeholder involved in a legal case. 3. 03 ### Agentic support in workflow automation Agentic AI understands context on its own and removes the need for manual input at defined stages of matter management – such as document intake, data evaluation, document creation or dispatch. On top of rule-based workflows, agents go beyond simple automation through initiative and adaptability, supporting both speed and accuracy. The system can set actions automatically, with human oversight to keep full control over every task. JUNE’s agents are more than smart assistants: they analyze patterns and adapt to specific use cases. 4. 04 ### No one-size-fits-all Each workflow is composed of modular actions – small, manageable units of work – tailored to the unique needs of your organization. Whether you work at an international law firm or in the legal department of a large global enterprise, you define how tasks are assigned, tracked and completed, all within a collaborative digital space. What sets the workflow engine apart is its flexibility: each team, department or firm builds workflows that reflect its own processes, without interfering with others. 5. 05 ### Full peace of mind Once a task is completed, JUNE automatically triggers the next step – no manual follow-ups or memory-based task management. Deadlines, court appointments (digital or in person) and due dates are built into the system, keeping teams compliant and on schedule in time-sensitive legal matters. Standard operating procedures are guaranteed by rule-based workflows that connect actions to existing events – which also appear as reminders in your personal dashboard. > “With JUNE, we map a wide variety of process types from multiple departments in a shared work environment. Standardized workflows ensure that tasks, deadlines, and responsibilities are clearly defined. Document creation runs directly from the file using intelligent templates – content, attachments, and recipients are automatically pulled by AI.” **Sabrina Wack** Managing Director, Junova Where teams use it ## Solutions built on this feature ### [Claims handling](https://www.june.tech/solutions/claims-handling) *Use case* – Industry-neutral claims automation: capture, validate and resolve high-volume claims with straight-through processing and full auditability in one platform. ### [Legal departments](https://www.june.tech/solutions/legal-departments) *Team* – Run high-volume and complex matters in one system, steer external counsel in secure Collab Spaces and report on your whole legal portfolio in real time. ### [Law firms](https://www.june.tech/solutions/law-firms) *Team* – Take on the largest mass and complex litigation mandates from day one: JUNE automates intake, deadlines, correspondence and client reporting for law firms. Keep exploring ## More from the JUNE platform Learn more - [How JUNE works](https://www.june.tech/platform) - [Why JUNE](https://www.june.tech/why-june) - [Case studies](https://www.june.tech/customers) ### [Data extraction](https://www.june.tech/platform/data-extraction) Generative AI classifies every incoming document and extracts parties, courts, deadlines, claims, decisions and rulings, dates and addressees – each value linked to its source. ### [Integrations](https://www.june.tech/platform/integrations) beA, Microsoft 365 email, SharePoint and a well-documented API on Microsoft Azure – plus custom integrations built for you. ### [Analytics & reports](https://www.june.tech/platform/analytics-reports) A live dashboard, filterable case lists, flexible charts and historic and predictive analytics – exportable to Excel and CSV. ## Ready to modernize and simplify legal work? Get started with case management automation today – we’ll show you how JUNE would run your process. [Book a demo](https://www.june.tech/demo) [How JUNE works](https://www.june.tech/platform)