Legal & Compliance
Legal & Compliance automation templates, page 2
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 Trademark Portfolio Reports
Each month, WebRun opens Alt Legal, pulls each client's trademark portfolio and current status, builds a clean status report in a Google Sheet, and drafts the cover email in Outlook for you to review before it goes out.
Interpreter.io Automated Timesheet Chasers
WebRun checks Interpreter.io each day for completed court sessions that are still missing a signed timesheet, and drafts a polite follow-up email in Gmail to the interpreter or requester for your coordinator to review and send.
Automated Expert Witness Invoice Drafts
Each month, WebRun pulls captured time and expenses from ExpertClear, builds a draft invoice per engagement in QuickBooks, and leaves each one unsent for you to review before billing the firm.
Automated Settlement Memorandum Drafts
After a session, WebRun reads the case and session notes in ADR Notable, drafts a structured settlement memorandum in Google Docs capturing the agreed terms, and leaves it for the mediator to review, refine, and finalize.
Automated Statement of Use Reminders
Each morning, WebRun opens Alt Legal, finds marks whose statement of use or extension window is open or closing, puts each date on your Google Calendar, and posts the team a Slack reminder so no window is missed.
Interpreter.io Automated Unfilled Booking Digest
Every morning, WebRun reviews the coming days of court bookings in Interpreter.io, groups the ones that still need an interpreter by how soon they are, and sends your coordinator a single internal Telegram digest to work from.
Automated Retainer Balance Alerts
Every morning, WebRun compares billed time against each retainer in ExpertClear, logs the remaining balance to a sheet, and posts a Slack alert for any retainer running below your threshold.
Automated Position Statement Collection
Ahead of each session, WebRun finds cases in ADR Notable that still owe a confidential position statement, drafts a secure request in Outlook to each party's counsel, and tracks arrivals in a Dropbox folder, leaving every request unsent for your review.
Automated Specimen Signoff Chasing
WebRun checks Alt Legal for filings that still need a specimen or a signed declaration, prepares the DocuSign signoff, and drafts a polite chase email so nothing stalls before the filing window closes.
Interpreter.io Automated Credential Expiry Tracking
Every Monday, WebRun checks interpreter credential records in Interpreter.io, logs any court certification or registration expiring within 60 days to a Google Sheet, posts a Slack digest for your coordinator, and drafts renewal reminder emails for review.
Automated Expert Case Stage Digest
Every morning, WebRun reads your active cases in ExpertClear, groups them by workflow stage, and posts a clear stage-by-stage digest to Slack so you see where every engagement stands.
Automated Mediation Caseload Digest
Every Monday, WebRun reads all open matters in ADR Notable, groups them by stage, writes the counts and case lists into a Google Sheet, and posts a short summary to Slack so your weekly caseload review starts ready.
Automated Office Action Deadline Flags
Each morning, WebRun opens Alt Legal, finds office actions whose response deadline is closing in, logs them to a Google Sheet, and sends you a Telegram flag so every response gets filed in time.
Interpreter.io Automated Unfilled Booking Alerts
WebRun scans Interpreter.io several times a day for upcoming court bookings that still have no interpreter accepted, ranks them by how soon the hearing is, and posts an internal Slack alert so your coordinator can fill them before it is too late.
Automated Deposition Date Reminders
WebRun reads upcoming deposition dates from ExpertClear, confirms them against your calendar, and drafts a reminder email to the retaining attorney in Gmail for you to review.
Automated Unscheduled Case Flagging
Each morning, WebRun scans open matters in ADR Notable, finds any active case with no future session on the calendar, and posts your team a Slack list of cases that risk stalling so someone can book the next date.
Automated Section 2(d) Conflict Alerts
When Alt Legal's Section 2(d) watch flags a new application close to a client's mark, WebRun captures the conflict, pings your team in Slack, and drafts a client alert email for an attorney to review before it goes out.
Interpreter.io Automated Hearing Reminders
Every afternoon, WebRun reads tomorrow's assigned court bookings in Interpreter.io, cross-checks each one against Google Calendar, and drafts a confirmation reminder text in Twilio with the court, time, and location for your coordinator to send.
Automated Retention Agreement Chasers
WebRun finds engagements missing a signed retention agreement in ExpertClear, checks signature status in DocuSign, and drafts a polite chase email in Gmail for you to review.
Automated Mediation Session Reminders
Each morning, WebRun reads tomorrow's mediation sessions from ADR Notable and Google Calendar, drafts a reminder in Outlook to each party covering the time, location, and documents to bring, and leaves every message unsent for your review.
Automated Trademark Renewal Deadlines
Each morning, WebRun opens Alt Legal, reads the renewal and use deadlines approaching across your docket, logs them to a Google Sheet, and posts the team a Slack digest so no trademark deadline slips.
Interpreter.io Automated Assignment Matching
WebRun reviews confirmed but unassigned court bookings in Interpreter.io, shortlists interpreters certified in the right language and available for the slot, and drafts an assignment offer text in Twilio for your coordinator to send.
Automated Expert Report Deadline Tracking
Every morning, WebRun reviews report due dates in ExpertClear, checks them against your calendar, and posts a Slack worklist of engagements with a report deadline approaching.
Automated Agreement to Mediate Chasing
WebRun checks DocuSign each day for agreements to mediate that are still unsigned, matches each to its case in ADR Notable, and drafts a polite reminder in Outlook to whichever party has not signed, leaving it for you to send.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.