Legal y cumplimiento
Legal y cumplimiento: plantillas de automatización, página 3
178 flujos de trabajo listos para usar en Legal y cumplimiento. Cada uno se encarga de un trabajo real que tu equipo hace cada semana, directamente en las herramientas que ya usas. Las apps que más aparecen aquí: Slack, Gmail y Google Sheets.
Automated Trademark Clearance Intake
When a trademark clearance request lands in Outlook, WebRun runs a quick Section 2(d) look in Alt Legal, logs the request, and drafts an intake reply for you to review before it goes out.
Interpreter.io Automated Assignment Quotes
WebRun reads each new court interpreting request in Interpreter.io, confirms the language, date, and setting are covered, and drafts a priced quote reply in Gmail for your coordinator to review and send.
Automated Expert Witness Conflict Checks
When a new engagement request arrives, WebRun checks the parties against your prior cases in ExpertClear and drafts a conflict-check reply in Gmail for you to review before sending.
Automated Mediation Intake Reply Drafts
When a new referral lands in ADR Notable, WebRun reads the party and dispute details, drafts a professional intake reply in Outlook that explains next steps and requests missing information, and leaves it unsent for you to review.
Unit21 Automated Sanctions and PEP Review Routing
WebRun checks Unit21 each morning for customer risk ratings and sanctions screening records due for periodic review, builds an expiry-sorted worklist, and routes each review to the correct analyst in Slack based on customer type.
Automated AML Regulatory Filing Deadline Reminders
When a regulatory reporting deadline approaches in your compliance calendar, WebRun reads the filing requirements, drafts a reminder notice for the responsible officer, and queues it for review in Gmail so nothing is filed late.
Unit21 Automated AML Remediation Action Chaser
WebRun checks Unit21 each morning for customers with open remediation actions that have passed their due date, ranks them by risk tier, and posts a prioritized chase list to the compliance Slack channel so nothing stays unresolved.
Unit21 Automated KYC Onboarding Kickoff
When a new entity is created in Unit21, WebRun reads the profile, creates the KYC onboarding checklist in Google Sheets, and posts an internal kickoff notice to the compliance Slack channel so the team can start CDD without delay.
Unit21 Automated Transaction Anomaly Flagging
WebRun scans Unit21 for newly triggered anomaly rules each hour, groups exceptions by customer and pattern type, and posts a structured digest to your compliance Slack channel for immediate review.
Automated KYC Document Collection Chaser
WebRun checks Unit21 and your document tracker each morning for customers with incomplete KYC document sets, identifies what is still missing, and drafts collection request emails for your compliance team to review and send.
Unit21 Automated AML Alert Triage Worklist
WebRun opens Unit21 each morning, reads new and unassigned alerts, scores them by risk level, and posts a prioritized worklist to Slack so your analysts know exactly where to start.
Automated AML Alert Email Ingestion into Unit21
When an external AML alert, law enforcement referral, or 314a inquiry arrives in your compliance inbox, WebRun reads the email, extracts the key details, and creates a structured entity record or case in Unit21 so nothing is manually re-keyed.
Unit21 Automated EDD Monitoring Condition Tracker
WebRun checks Unit21 each week for customers under enhanced due diligence or ongoing monitoring conditions, verifies that required review actions have been completed, and posts a condition tracker digest to your compliance team in Slack.
Unit21 Automated SAR Deadline Tracking
WebRun reads open cases in Unit21 each morning, calculates the days remaining to file each SAR, and posts a prioritized deadline list to Slack so your compliance team never misses a regulatory window.
Unit21 Automated AML Case Escalation Routing
When a Unit21 case is escalated, WebRun reads the case details, matches it to the correct senior compliance officer based on your routing rules, and drafts an escalation notification for your review before sending.
Unit21 Automated AML Case Status Digest
Every morning, WebRun reads all open AML cases in Unit21, summarises their current status and age, and posts a structured digest to your compliance Slack channel so the team has a single view of every live investigation.
Automated Probate Deadline Tracking
Every morning, WebRun reviews open estate cases in EstateExec, calculates upcoming probate deadlines, and sends the executor a prioritized alert list so nothing is filed late.
Automated Relativity Review Batch Assignment Drafts
WebRun checks Relativity for unassigned review batches, drafts assignment request emails for each reviewer, and saves them to Gmail for a project manager to send.
Automated Court Reporting Review Request Drafts
After a transcript is delivered and the job is closed in ReporterBase, WebRun drafts a review request email to the attorney or law firm and queues it in Gmail for your approval.
Automated Bail Bond Review Request Drafts
WebRun finds recently discharged bonds in Captira where the defendant appeared and the indemnitor had a smooth experience, and drafts a review request for each so your agents can send at the right moment.
Automated PI Investigation Report Delivery Drafts
When a completed report is uploaded to CROSStrax, WebRun drafts a professional delivery email in Gmail with the report attached, ready for your final check before it goes to the client.
Automated IP Service Quote Follow-Up Drafts
Three days after a quote goes out with no reply, WebRun drafts a polite follow-up email for attorney review, so no prospect slips away due to silence.
Automated Estate Transaction Reconciliation Digest
Every Friday, WebRun pulls estate transactions from EstateExec, reconciles them against QuickBooks, and delivers a tidy summary of matched, unmatched, and outstanding items.
Automated Relativity Review Batch Status Digest
WebRun checks every open review batch in Relativity each morning and posts a progress digest to Slack so project managers always know which batches need attention.
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