Legal y cumplimiento
Legal y cumplimiento: plantillas de automatización, página 6
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 Court Reporting Client Onboarding
When a new law firm client is added in ReporterBase, WebRun creates their client record, adds them to a Stripe billing profile, and drafts a welcome email with onboarding instructions for your review.
Automated Bail Bond Client Onboarding Kickoff
WebRun detects new bonds executed in Captira, sends DocuSign agreements to the indemnitor for signature, and posts an onboarding checklist to your team in Slack so every new client starts with a complete, consistent process.
Automated PI Client Contract Renewal Reminders
WebRun checks client contract end dates in CROSStrax against your renewal calendar, drafts a renewal proposal email in Gmail for any contract expiring within 60 days, and logs the outreach in Google Sheets.
Automated IP Services Agreement Renewal Reminders
WebRun tracks client services agreements stored in Anaqua and DocuSign, drafts renewal reminder emails for the responsible partner 60 days before expiry, and logs each renewal in Google Calendar.
Automated Beneficiary Update Drafts for Estate Plans
When a life event or advisor note in Vanilla signals a beneficiary change is needed, WebRun prepares a draft update form and notifies the advisor via Slack so nothing falls through the cracks.
Automated eDiscovery Contract Renewal Reminders
WebRun reads vendor and software contract expiry dates from Google Sheets, drafts a renewal reminder email for each, and queues DocuSign renewal documents for attorney signature when needed.
Automated Court Reporting Contract Renewal Reminders
WebRun checks client agreements and master service contracts in ReporterBase for upcoming renewal dates, drafts a renewal reminder email for each, and queues the drafts in Gmail for your approval.
Automated Bail Bond Court Date Reminders
WebRun checks Captira each morning for upcoming court dates, drafts reminder texts for each defendant and indemnitor, and queues them for your review before anything is sent.
Automated PI Agency Compliance Deadline Tracking
WebRun monitors your compliance calendar in Google Sheets each Monday and posts a deadline alert to Slack covering insurance renewals, state registration filings, data retention deadlines, and any other regulatory due dates your agency tracks.
Automated Patent Compliance Deadline Tracking
WebRun checks Anaqua AQX daily for PCT chapter II deadlines, national phase entry dates, and other statutory compliance windows, then posts a ranked tracker to Slack and updates a Google Sheet.
Automated Estate Asset Inventory Gap Tracking
Every week, WebRun checks the asset inventory in EstateExec for gaps such as missing valuations or titles, and sends the executor a list of what still needs to be collected.
Automated eDiscovery Compliance Deadline Tracking
WebRun reads compliance and court deadlines from Google Sheets, cross-checks progress in Relativity, and sends a weekly priority digest to Slack with days remaining for each obligation.
Automated Court Reporting Transcript Deadline Tracking
WebRun reviews open jobs in ReporterBase for court-ordered or stipulated transcript delivery deadlines, flags any at risk, and posts a prioritized deadline list to Slack every morning.
Automated Bail Bond Contract Renewal Reminders
WebRun reviews Captira each week for bonds with indemnity agreements approaching their annual review date, and drafts a renewal notice for each indemnitor so your agents can keep every file current.
Automated CROSStrax Daily Case Status Digest
Every morning, WebRun pulls the latest status from every active case in CROSStrax and posts a structured digest to your team Slack channel so everyone knows where every job stands.
Automated Patent Annuity Payment Reminders
WebRun checks Anaqua for patent annuities due in the next 30 days, drafts a reminder email for each client, and queues them for attorney review before anything is sent.
Automated Estate Distribution Approval Routing
When a distribution is logged in EstateExec, WebRun checks the amount, identifies the approving trustee or attorney, and drafts an approval request for them to review before any funds are released.
Automated Reviewer Certification Expiry Tracking
WebRun reads reviewer certification expiry dates from a Google Sheet, sends a Twilio SMS reminder when a certification is nearing expiry, and logs the status to keep your team audit-ready.
Automated Court Reporter Certification Expiry Tracking
WebRun reviews reporter certification records in ReporterBase, flags any certifications expiring within 60 days, and posts a renewal reminder list to Slack so your team can act before a reporter becomes ineligible.
Automated Bail Agent Certification Expiry Tracker
WebRun reviews your agent certification records in Google Sheets each week and cross-checks them against Captira, then posts a Slack digest listing every license and continuing education requirement expiring in the next 90 days.
Automated Notary Weekly Volume Report
Every Monday, WebRun tallies the previous week's completed signings from NotaryDash, breaks them down by notary, loan type, and client, and posts a clean summary report to your Slack channel.
Automated Notary Signing Confirmations
When a new signing order lands in Snapdocs, WebRun drafts a confirmation email to the signer with the appointment details and flags the order in your tracking sheet.
Automated Notary Signing Appointment Reminders
The day before each signing, WebRun drafts a reminder to the signer with the time, location, and what to bring, so you reduce no-shows without manual outreach.
Automated Notary Signing Review Requests
A day after a signing is marked complete, WebRun drafts a brief, friendly review request email to the signer so you grow your online reputation without chasing each one manually.
¿No encuentras tu flujo de trabajo?
Muéstrale a WebRun cualquier proceso una vez y lo convertimos en un agente que lo ejecuta en el horario que elijas.