法务与合规

法务与合规的自⁠动⁠化⁠模⁠板（第 8 页）

178 个现成工作流，专为法务与合规打造。每个都对应团队每周要做的一项实际工作，直接在您常用的工具里完成。这里最常用的应用：Slack、Gmail、Google Sheets。

启用第一个工作流按应用浏览

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.

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›

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.

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.

Google Drive›

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.

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.

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.

Google Calendar›

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.

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.

Google Sheets›

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.

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