Cohesive360
15 workflows · 14 ready to run today

Outcomes, not just tools.

Each workflow is a copy-paste prompt your team gives Claude — and Claude orchestrates the tool calls across our connectors to deliver one specific business outcome. Built for the work attorneys, designers, and operators do every week, not for plumbing.

AllLegalFinanceCommsCRM + designHealthcare
For:AttorneyBilling coordinatorBusiness developmentCasting operatorClass-action strategistCustom-order managerIntake paralegalJewelry designerLiens coordinatorLitigation paralegalManaging partnerMass-tort partnerOffice managerPI partnerProduction managerResearch clerkSales managerSettlement coordinator
Showing 8 of 15 workflows Reset

Daily Brief

daily · enterprise tier

ready today

Voicemails, new intakes, today's docket, and aging tasks — one page, ready when you walk in.

PI partnerOffice managerIntake paralegal
Uses 0 connectors (+1 optional)

New Case Intake

ad hoc · pro tier

ready today

Forward the intake email, get a case opened with SOL alert and preservation letter drafted.

PI partnerIntake paralegal
Uses 0 connectors (+1 optional)

Settlement Prep

ad hoc · enterprise tier

ready today

1-page settlement brief or full demand packet — drafted from the case file, ready for partner review.

PI partnerSettlement coordinatorLitigation paralegal
Uses 0 connectors

Caseload Watch

weekly · enterprise tier

ready today

Weekly cron: SOL alerts, stale cases, and lien drift — three risks the calendar misses.

PI partnerOffice managerLiens coordinator
Uses 0 connectors

Referring-Attorney Updates

monthly · enterprise tier

ready today

Monthly: warm status emails to your referring attorneys, generated from each case's file.

PI partnerOffice managerBusiness development
Uses 0 connectors

Continuous Communications Log

daily · enterprise tier

ready today

Every call, voicemail, text, and email on a case lands in one growing note — never spread across screens again.

PI partnerLitigation paralegalOffice manager
Uses 0 connectors (+1 optional)

Cross-App Activity Report

daily · enterprise tier

needs connector

One visual report showing every staff member's calls, emails, case touches, and documents — across SA + RingCentral + Outlook + Word.

PI partnerManaging partnerOffice manager
Uses 0 connectors

End-of-Day Batch Processor

daily · enterprise tier

ready today

Queue medical-records requests and lien updates during the day — process the whole batch after hours.

Litigation paralegalOffice managerPI partner
Uses 0 connectors (+1 optional)

Don't see your workflow?

Tell us the outcome you're trying to ship — we build new workflows as customers ask for them. If the connectors are already live, the workflow is usually live within a week.