Templates

Compliance & Regulatory Legal Agent

Automates email management for compliance and regulatory tasks in law firms.

Legal & Law Firms

What This Agent Does

Automates email management for compliance and regulatory tasks in law firms.

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: compliance request, regulatory update, policy change, audit report, consent decree OR from: compliance@lawfirm.com, @regulatory.gov, @client.com

THEN DOES

1. Search knowledge base for relevant compliance documents or previous case studies. 2. For compliance requests, forward to compliance.team@lawfirm.com with client name, due date, and action items. 3. For regulatory updates or policy changes, reply with acknowledgment and summarize the key changes. Forward summary to compliance.team@lawfirm.com. 4. For audit reports or consent decrees, forward to audit@lawfirm.com and mark as high priority. 5. Label emails as 'compliance' and star if due within 48 hours.

What This Agent Can Do
Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks
This template will be installed to your Gmail account.