Legal & Compliance
Legal & Compliance automation templates, page 4
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 Court Reporting Client Re-Engagement Reminders
WebRun reviews your active law firm clients in ReporterBase, identifies those with no job booked in 30 days, drafts a re-engagement email for each in Gmail, and logs them in a Google Sheet for outreach tracking.
Automated Bail Bond Quote Follow-Up Drafts
WebRun reviews prospects in Captira who received a quote but have not converted, and drafts a personalized follow-up text for each so your agents can send with one tap.
Automated PI Quote Follow-Up Email Drafts
WebRun scans your open quotes in CROSStrax, finds any that have gone unanswered for more than two days, and drafts a polite follow-up email in Gmail for your review before anything is sent.
Automated Overdue Invoice Chasing for IP Firms
Every Monday WebRun finds overdue client invoices in QuickBooks, drafts a polite payment reminder per client for attorney review, and posts an internal Slack summary of outstanding balances.
Automated Estate Overdue Creditor Payment Chaser
Every week, WebRun reviews outstanding creditor payments logged in EstateExec, identifies any that are overdue, and prepares draft payment authorization letters for the executor to approve before anything is paid.
Automated eDiscovery Recurring Service Reminders
WebRun reads recurring ediscovery service schedules from a Google Sheet and drafts a personalized reminder email to each client contact before their next service cycle begins.
Automated Court Reporting Quote Follow-Ups
WebRun finds quotes sent through ReporterBase that have had no response, drafts a polite follow-up email for each, and queues them in Gmail for your review before sending.
Automated Bail Bond Payment Plan Chaser
WebRun checks Captira and QuickBooks each morning for missed payment plan installments, drafts a polite reminder for each indemnitor, and gives your team a chase list in Slack so overdue accounts get prompt attention.
Automated PI Invoice Chasing with QuickBooks and CROSStrax
WebRun checks QuickBooks for overdue client invoices, matches them to the right CROSStrax case, and drafts a polite payment reminder email in Gmail for your review before any message goes to a client.
Automated Office Action Deadline Alerts for IP Firms
WebRun scans Anaqua AQX daily for office action response deadlines approaching within 30 days and sends each responsible attorney a Telegram alert with the matter details and days remaining.
Automated Estate Planning Client Onboarding
When a new client is added in Vanilla, WebRun creates their profile, sets up the initial document checklist, and sends the advisor a kick-off summary with next steps.
Automated eDiscovery Quote Follow-Up Drafts
WebRun reads open quotes from a Google Sheet, checks which ones are past the follow-up window, and drafts a personalized follow-up email in Gmail for each prospect so no quote sits ignored.
Automated Court Reporting Invoice Chasing
Every week, WebRun finds overdue invoices in ReporterBase, drafts a polite payment reminder email for each law firm, and posts your outstanding receivables list to Slack.
Automated Captira Bail Lead Routing
WebRun reviews every new online bail application in Captira, checks agent availability and workload, and routes each lead to the right agent with an immediate Slack alert so no prospect waits.
Automated PI Case Enquiry Intake and Routing
WebRun reads every new case enquiry, scores it against your intake criteria, logs it in CROSStrax, and pings the right investigator in Slack so no lead goes cold.
Automated Invention Disclosure Intake and Routing
When a new invention disclosure lands in your inbox, WebRun reads the technology area, looks up the right attorney in Anaqua, and routes the matter with a Slack alert so nothing sits unassigned.
Automated Heir Distribution Statement Drafts
When a distribution period closes in EstateExec, WebRun compiles each heir's distribution details and drafts a formal statement for the executor to review and approve before delivering it to beneficiaries.
Automated Relativity Production Deadline Tracking
WebRun reads upcoming production deadlines from Google Sheets, checks review progress in Relativity, and posts a daily countdown digest to Slack so nothing is missed.
Automated Court Reporting Lead Intake Routing
When a new client inquiry arrives, WebRun reads the request details in ReporterBase, scores the lead by case type and geography, and routes it to the right coordinator in Slack.
Automated Bail Bond Indemnitor Document Chaser
WebRun reviews Captira each morning for indemnitors who have not submitted required documents, and drafts a polite follow-up for each so your agents can get every file completed without manual chasing.
Automated PI License Renewal Deadline Tracking
WebRun checks your investigator license expiry dates in Google Sheets, flags anyone coming due in the next 60 days, and posts a renewal alert to Slack so no one accidentally operates on an expired license.
Automated IP Docket Exception Alerts
WebRun monitors Anaqua AQX for overdue docket actions, unacknowledged office actions, and stalled matters, then sends an immediate Slack alert to the managing partner so exceptions are never discovered too late.
Automated Estate Transaction Anomaly Detection
Every morning, WebRun scans recent estate transactions in EstateExec for anomalies such as duplicate entries, unusually large amounts, or transactions outside normal categories, and alerts the executor via Slack.
Automated Relativity Processing Exception Monitoring
WebRun checks Relativity for processing errors and exceptions each morning, logs them to a Google Sheet, and sends a Telegram alert when any exception count crosses your threshold.
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