法務・コンプライアンス

法務・コンプライアンス⁠の自⁠動⁠化テ⁠ン⁠プ⁠レ⁠ー⁠ト(8⁠ペ⁠ー⁠ジ⁠目)

法務・コンプライアンス向けに、すぐに使えるワークフローを178件ご用意しています。どれもチームが毎週こなしている実際の業務を、いつものツールの中で処理します。よく使われるアプリは、Slack、Gmail、Google Sheetsです。

法務・コンプライアンス
すべてのカテゴリ
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

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