Juridique

Juridique : modèles d'automatisation

15 workflows prêts à l'emploi dans la catégorie Juridique. Chacun prend en charge un vrai travail que votre équipe fait chaque semaine, dans vos outils habituels. Les applications qui reviennent le plus ici : Clio, Slack et Gmail.

Juridique
Toutes les catégories
Santé et médical
Santé et médical Santé Acupuncture Allergologie Centres de chirurgie ambulatoire Anesthésie Maisons de naissance Cardiologie Suivi des dispositifs cardiaques Chiropraxie Centres de recherche clinique Centres de santé communautaires Dermatologie Chirurgie de Mohs Diabète et éducation thérapeutique Centres de dialyse Médecine générale sur abonnement Endocrinologie Thérapies hormonales ORL Centres d'endoscopie Centres de fertilité Laboratoires de FIV Médecine fonctionnelle et intégrative Gastro-entérologie Hématologie Hépatologie Oxygénothérapie hyperbare Centres d'imagerie médicale Radiologie interventionnelle Maladies infectieuses Centres de perfusion Conseil en lactation Traitement du lymphœdème Massage thérapeutique Médecine fœto-maternelle Facturation médicale Certificats de cannabis médical Accréditation médicale Matériel médical Génétique médicale Nutrition clinique Transport médical Naturopathie Néphrologie Neurologie Cabinets de nutrition Gynécologie-obstétrique Urogynécologie Santé au travail Ergothérapie Oncologie Orthopédie Ostéoporose et santé osseuse Traitement de la douleur Laboratoires de pathologie Rééducation pédiatrique Pédiatrie Pharmacie Kinésithérapie et physiothérapie Chirurgie plastique et esthétique Podologie et podiatrie Prothèses et orthèses Pneumologie Rhumatologie Médecine du sommeil Orthophonie Médecine du sport Télésanté Téléradiologie Soins urgents sans rendez-vous Urologie Chirurgie vasculaire Soins des plaies
Add Matter Key Dates to Your Calendar
When a new matter is opened or a court date is confirmed in Clio, WebRun reads the key dates, creates calendar events in Google Calendar for the whole team, and sends a booking confirmation to Slack.
Clio›Google Calendar›Slack
Follow Up on Unfinished Intake Forms
WebRun checks your intake system every morning for partially completed forms, and drafts a friendly follow-up email to each prospect for your team to review and send - so warm leads don't go cold.
Clio›Gmail›Google Sheets
Monitor Court Dockets for New Filings
WebRun checks PACER every morning for new docket entries across your active litigation matters, and delivers a filing digest to the responsible attorney before the business day begins.
PACER›Clio›Slack
Alert on Low Client Retainer Balances
WebRun monitors client retainer balances in Clio every morning, flags any account that is running low, and drafts a retainer-replenishment email for attorney review before the balance runs out.
Clio›Gmail›Slack
Weekly Matter-Status Digest for Partners
Every Friday, WebRun compiles a concise status digest across all active matters - billing, milestones, and any flags - and delivers it to the managing partner so they start the week with a clear picture.
Clio›Google Sheets›Gmail
Draft Weekly Client Status Updates
Every week, WebRun pulls the latest activity from each active matter in Clio and drafts a status-update email for each client - ready for the attorney to review, personalise, and send.
Clio›Gmail›Notion
Organise Case Documents by Matter
WebRun watches your Google Drive inbox folder for new case documents, identifies which matter they belong to, and moves them into the correct matter subfolder - keeping your file structure clean without manual sorting.
Google Drive›Clio›Slack
Follow Up on Outstanding Client Docs
WebRun checks your matter checklist every morning, spots documents that clients were supposed to send but haven't, and drafts a polite follow-up email for each one for your review.
Clio›Gmail›Slack
Draft Engagement Letters for New Matters
When a new matter is opened in Clio, WebRun pulls the matter details and drafts a tailored engagement letter for the responsible attorney to review, personalise, and send via DocuSign.
Clio›Google Drive›DocuSign
Draft Overdue Invoice Reminders
Every Monday, WebRun finds overdue client invoices in QuickBooks, drafts a polite payment-reminder email for each one, and queues them for your review before anything goes to a client.
QuickBooks›Gmail›Slack
Nudge Attorneys to Log Billable Hours
Every Monday, WebRun checks Clio for attorneys with unlogged or low billable-hour entries from the previous week, and sends each one a personalised reminder so time doesn't fall off the books.
Clio›Slack›Gmail
Track Court Deadlines & Matter Dates
Every morning, WebRun scans your Clio matters for upcoming court deadlines, filing dates, and key milestones, and posts a prioritised agenda to Slack so nothing is missed.
Clio›Google Calendar›Slack
Chase Unsigned Contracts Automatically
WebRun monitors DocuSign every morning, spots envelopes that have been sitting unsigned for too long, and drafts a polite nudge email to the outstanding signer for your review.
DocuSign›Gmail›Slack
Run Conflict Checks on New Matters
WebRun searches Clio and your client list for any name overlap whenever a new matter is being opened, and reports potential conflicts to the responsible attorney before the engagement starts.
Clio›Google Sheets›Slack
Route New Client Intake to Attorneys
When a prospect submits your intake form, WebRun reads the matter type, finds the right attorney or practice group, creates a matter in Clio, and notifies the team - so no lead falls through the cracks.
Clio›Gmail›Slack

Votre workflow n'y est pas ?

Montrez une fois à WebRun n'importe quel processus : nous en faisons un agent qui l'exécute selon votre planning.