Legal & Compliance
Legal & Compliance automation templates
178 ready-made workflows for Legal & Compliance. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Slack, Gmail and Google Sheets.
Automated State Filing Rejection Alerts
WebRun finds filings marked rejected by the state in Athennian, drafts the corrected packet for re-signature in Adobe Acrobat Sign, and alerts your compliance team in Slack with the rejection reason.
Automated Service of Process Notifications
WebRun logs each service of process document received in Athennian, stores the scanned copy in Dropbox, and drafts an urgent client notification email in Gmail for your review the moment it lands.
Automated Registered Agent Change Alerts
WebRun watches Athennian for entities with a registered agent resignation or change flagged, drafts the statutory agent appointment form in DocuSign for review, and alerts your compliance team in Slack.
Automated Good Standing Certificate Tracking
WebRun reads incoming certificate of good standing requests logged in Athennian, drafts the state order email for each for review, and tracks every request's status on a shared Google Sheet.
Automated Franchise Tax Due Date Alerts
WebRun finds client entities with a franchise tax payment due soon in Athennian, files the state notice in Dropbox, and posts your billing team a Slack list of who's due and how much.
Automated Foreign Qualification Checklists
WebRun reads each new foreign qualification request in Athennian, builds the state's checklist as Asana tasks, and drafts the supporting document request needed to file for review.
Automated Entity Formation Status Tracking
WebRun checks Athennian for entities still pending state formation approval, logs each one's status to a shared Google Sheet, and pings Telegram the moment a formation is approved.
Automated Document Forwarding Confirmation Tracking
WebRun checks Athennian for documents marked forwarded to a client without a receipt confirmation, verifies the scanned copy is filed in Dropbox, and pings your operations team in Telegram when a confirmation is still outstanding.
Automated Client Entity Renewal Summaries
WebRun compiles every client entity's upcoming renewal in Athennian onto a shared Google Sheet and drafts each account manager a weekly Outlook summary of what's due and what needs client attention.
Automated Business License Expiration Alerts
WebRun finds client entities with a business license expiring soon in Athennian, creates a renewal task on your Trello board, and sends a compact Telegram alert to the responsible team member.
Automated Beneficial Ownership Filing Reminders
WebRun finds client entities with a beneficial ownership information report due in Athennian, drafts the ownership data collection form in DocuSign, and drafts a client reminder email in Gmail for review.
Automated Annual Report Filing Deadline Alerts
WebRun finds which client entities have an annual report due soon in Athennian, drafts a reminder email for each contact, and posts your compliance team a clear list of who still needs to file.
Automated Trademark AR Tracking
Each morning, WebRun opens QuickBooks, reads unpaid trademark invoices, ties each to its brand owner and marks in Alt Legal, and posts you a Slack digest of outstanding balances so nothing ages quietly.
Interpreter.io Automated Requester Confirmations
When an interpreter accepts a court booking in Interpreter.io, WebRun drafts a confirmation email in Gmail to the requesting agency or court with the interpreter's name, language, and hearing details for your coordinator to review and send.
Automated Case Upload Notifications
Every few hours, WebRun checks your Dropbox case folders for newly uploaded materials, logs each against the right engagement in ExpertClear, and sends you a Telegram heads-up.
Automated Closed-Matter Balance Tracking
Every Monday, WebRun cross-checks closed cases in ADR Notable against QuickBooks, finds matters that were resolved but still carry an unpaid balance, and posts your team a ranked Slack list so no closed case is forgotten while it is still owed.
Automated Trademark Renewal Invoicing
Each week, WebRun opens Alt Legal, finds renewal work that has been filed but not yet billed, drafts a matching invoice in QuickBooks, and posts you a Slack summary so filed work gets billed without anything going out unchecked.
Interpreter.io Automated AR Aging Digest
Every Monday, WebRun reads open invoices in QuickBooks, cross-references the assignments in Interpreter.io, and posts an internal Slack digest of outstanding balances grouped by requesting agency and aging bucket.
Automated Missing Document Worklists
Every morning, WebRun checks which engagements are awaiting records in ExpertClear, confirms what has landed in Dropbox, and posts a Slack worklist of cases blocked on documents from counsel.
Automated Split-Fee Invoice Drafts
After a session, WebRun reads the billable time and fee split from ADR Notable, drafts a separate invoice for each party's share in QuickBooks, and leaves both invoices for you to review and send.
Automated USPTO Deadline Notifications
Each morning, WebRun opens Alt Legal, finds the USPTO deadlines newly docketed since yesterday, adds each to your Google Calendar, and sends the responsible attorney a Telegram notice so nothing new slips by unseen.
Interpreter.io Automated Invoice Drafting
Each week, WebRun reads completed court assignments and their confirmed hours in Interpreter.io, and builds a matching draft invoice in QuickBooks for each requesting agency for your bookkeeper to review and send.
Automated Aged Receivables Tracking
Every week, WebRun reconciles issued invoices between ExpertClear and QuickBooks, ages each unpaid balance by matter, and posts a Slack digest of who owes what and for how long.
Automated Executed Agreement Notices
When DocuSign shows a mediation agreement fully executed, WebRun updates the case in ADR Notable and drafts a confirmation to each party's counsel in Outlook with the effective date and next steps, leaving every message for you to send.
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