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    Browse AI Automations

    Explore our library of pre-built AI workflows for your business.

    All automations are included with your subscription. Browse our library to see what's available for your industry. View plans →

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    709 automations found

    Payroll Pre-Run Checklist & Error Prevention

    Automated pre-run checklist validates hours, rates, deductions, and compliance items before every payroll run — flagging errors before they become costly corrections or late filings.

    ComplexAccountingSaves 4-8 hours/weekFeatured

    Automated pre-run checklist validates employee hours, pay rates, deduction changes, new hires, and compliance items before every payroll run — flagging exceptions to the accountant for review before submission, eliminating costly corrections and late remittances.

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    CLE Deadline Tracker & Reminder System

    Tracks each attorney's CLE requirements by state bar and deadline — sending escalating reminders to prevent license compliance failures.

    ComplexLaw FirmsSaves 2-4 hours/weekFeatured

    Tracks each attorney's CLE requirements by state bar, monitors hours completed, and sends escalating reminders as compliance deadlines approach — preventing license suspensions from missed CLE.

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    Post-Filing Review Request Sequence

    Triggered the moment a return is filed or a bookkeeping month is closed, a timely review request sequence captures client satisfaction at the highest-trust moment.

    StandardAccountingSaves 2-3 hours/weekFeatured

    Triggered the moment a return is filed or a bookkeeping month is closed, a timely multi-channel review request sequence captures client satisfaction at peak goodwill — converting happy clients into Google reviews and referrals.

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    IOLTA Balance Alert & Trust Account Monitor

    Monitors trust account balances against active client matters daily — flagging discrepancies, low retainer balances, and dormant accounts before they become bar complaints.

    ComplexLaw FirmsSaves 3-5 hours/weekFeatured

    Monitors IOLTA trust account balances against active client matters daily — automatically flagging discrepancies, low retainer balances, and dormant accounts before they trigger bar complaints.

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    Automated Monthly Financial Report Delivery

    Month-end close triggers automatic generation and delivery of P&L, balance sheet, and cash flow summary to each client — with AI-generated plain-English highlights.

    ComplexAccountingSaves 10-15 hours/weekFeatured

    Month-end close triggers automatic generation and delivery of profit & loss, balance sheet, and cash flow summary to each client — with AI-generated plain-English highlights calling out trends, anomalies, and action items, so every client feels like they have a CFO on call.

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    Deposition Scheduling Automation

    Automates deposition scheduling — coordinating deponent availability, court reporter booking, videographer, and location in one workflow that eliminates hours of back-and-forth.

    ComplexLaw FirmsSaves 5-8 hours/weekFeatured

    Automates deposition scheduling across multiple parties — coordinating deponent availability, court reporter booking, videographer, and location confirmation in a single workflow.

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    New Prospect Lead Nurture Sequence

    When a new lead submits a contact form, calls, or gets referred, an automated multi-touch nurture sequence warms them with value content and pushes for a booked consultation.

    StandardAccountingSaves 4-6 hours/weekFeatured

    When a new lead submits a contact form, calls, or gets referred, an automated multi-touch nurture sequence delivers tax tips, bookkeeping guides, and firm credibility content over 14 days — pushing for a booked consultation before they engage a competitor.

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    Legal Process Onboarding Series

    Delivers a multi-step onboarding sequence to new clients explaining each stage of their specific case type — reducing check-in calls and improving client satisfaction.

    ComplexLaw FirmsSaves 4-6 hours/weekFeatured

    Delivers a multi-step onboarding email/SMS series to new clients explaining each stage of their specific case type — reducing inbound status calls by 50-70% and improving client satisfaction scores.

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    Referral Source Appreciation Campaign

    Keeps the firm top-of-mind with referring attorneys, doctors, and financial advisors through monthly touchpoints, case outcome updates, and appreciation gestures.

    ComplexLaw FirmsSaves 4-6 hours/weekFeatured

    Systematically nurtures relationships with referring attorneys, physicians, financial advisors, and other referral sources through monthly touchpoints, case outcome updates, and appreciation gestures.

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    AI Voice Agent — Law Firm After-Hours Receptionist

    AI voice agent answers every law firm call after hours — qualifying case type and urgency, capturing contact details, and alerting on-call attorneys for emergencies immediately.

    StandardLaw FirmsSaves 5-8 hours/weekFeatured

    AI voice agent answers every inbound call after hours and during peak volume — qualifying case type and urgency, capturing contact details, and alerting the on-call attorney for emergencies like arrests or urgent hearings.

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    Deal Pipeline CRM & Tracking

    Real-time visibility into every deal from sourcing to close

    ModeratePrivate EquitySaves 10 hrs/mo

    Configurable deal pipeline that provides real-time visibility into every opportunity, automates stage transitions, and delivers weekly pipeline digests to the partnership.

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    AI Appointment Scheduler

    Let AI handle your booking and reminders

    StandardOtherSaves 8-12 hours/month

    Allow leads and customers to self-book appointments. AI sends confirmations, reminders, and handles rescheduling.

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