Legal · workflows we automate

Repetitive legal work,
automated.

Spion records the repetitive in-house legal tasks your team does by hand — generating standard NDAs, triaging inbound contracts, tracking renewals and deadlines, compiling the matters report — finds the pattern with AI, and exports a ready-to-run automation to Claude, Workato, Make, Zapier or n8n. It handles the mechanical work and surfaces exceptions; a lawyer still makes every judgment call. Here are the legal workflows we automate most.

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By The Spion teamLast updated June 14, 2026Recorded by you, not imposed on you
Worked example
Case 25 ~18 min/NDA → 0

Generate and send an NDAIntake → Doc template + DocuSign → Drive

The standard NDA, drafted, sent, and filed — re-keyed nowhere.

What Spion observed
  1. Read the NDA request.
  2. Open the template.
  3. Type in the party names, date, term, direction.
  4. Send for signature.
  5. Save the executed copy to the matter folder.
  6. Log it in the contract register.
6 steps · ~18 min · per NDA
What Spion runs
  1. Populate the approved template from the intake.
  2. Route to both signers and track status.
  3. File the executed PDF and log the register on full execution.
  4. Hold any non-standard request for a lawyer instead of auto-issuing.
4 steps · standard NDAs unattended
The Workato recipeGet ↓
Trigger · NDA intake form submitted.

1. Document generation · Fill the approved NDA template: party names, effective date, term, mutual/one-way.
2. DocuSign · Send to the counterparty and internal signer; track status.
3. CLM / Google Drive · On full execution, save the signed PDF to the matter folder and log the register.
4. Review gate · if the intake requests any deviation from the standard template, hold for a lawyer's review before sending (added by Spion).
Best exportWorkato (doc-gen + DocuSign); PDF guide for the intake checklist.
Case 26~12 min/contract → 0

Triage and route inbound contractsIronclad + Claude → Slack

Read the exceptions, not every page.

View workflow →
What Spion observed
  1. Open each new contract.
  2. Read it to work out the type.
  3. Compare clauses to the standard terms.
  4. Decide who should review it.
  5. Forward it with notes.
  6. Update the tracker.
6 steps · ~12 min · per contract, daily
What Spion runs
  1. Read the document and metadata.
  2. Classify the type and check clauses against the playbook with Claude.
  3. Tag type + risk, route to the owner of that contract type.
  4. Post the reviewer a ranked list of deviating clauses.
4 steps · assistive · a lawyer decides
The Claude promptGet ↓
Role: Legal operations engineer.
Input: a new inbound contract's text, counterparty, and value/term metadata.

Build this workflow:
1. Identify the agreement type: NDA, MSA, DPA, order form, or amendment.
2. Compare key clauses (liability cap, indemnity, governing law, auto-renewal, termination) to the standard playbook; list each deviation with a low / medium / high risk tag and a one-line why.
3. Apply the type, risk level, and a "needs review" flag in the CLM; assign to the reviewer who owns that type and value band.
4. Post the reviewer a digest: type, counterparty, value, and the ranked deviations with links.
5. This is assistive triage only — never legal advice, never an approval; a qualified reviewer makes every call (added by Spion).
Best exportClaude for the triage; Workato/n8n to tag and route.
Case 27~20 min/wk → 0

Track contract renewals & expirationsContract register → Slack + Calendar

No auto-renewal slips past the notice window.

View workflow →
What Spion observed
  1. Open the contract register.
  2. Scan for upcoming end dates.
  3. Work out each notice deadline by hand.
  4. Email the owners.
4 steps · ~20 min · weekly · easy to miss one
What Spion runs
  1. Read the register and compute each notice deadline.
  2. Flag everything due within 90 days.
  3. Split auto-renew (act now) from fixed-term (decide).
  4. Notify owners and set a calendar reminder before each deadline.
4 steps · unattended
The Make scenarioGet ↓
Trigger · Schedule, every Monday 07:00.

1. Google Sheets · Read the contract register: counterparty, type, value, end date, auto-renew, notice window, owner.
2. Logic · flag every contract whose notice deadline falls within 90 days; compute the last day to give notice.
3. Router · split auto-renewing contracts from fixed-term expirations.
4. Slack · post the 90-day list to #legal-ops and @mention each owner with the deadline and decision needed.
5. Google Calendar · create a reminder two weeks before each notice deadline.
Best exportMake or Workato.
Case 28~25 min/wk → 0

Compile the matters & obligations reportMatter tracker + Sheets → Slack

What's open, what's due, what's overdue — in one place.

View workflow →
What Spion observed
  1. Open the matter tracker.
  2. Note status and next deadlines.
  3. Check the obligations register.
  4. Assemble the summary.
  5. Send it to leadership.
5 steps · ~25 min · weekly
What Spion runs
  1. Pull open matters and the obligations register.
  2. Group matters by stage.
  3. Surface everything due in 14 days and anything overdue.
  4. Write the sheet and post the summary to #legal.
4 steps · unattended
The n8n workflowGet ↓
Trigger · Schedule node, every Friday 16:00.

1. HTTP Request · pull open matters from the tracker: status, owner, stage, next deadline.
2. Google Sheets · read the obligations register: deliverable, contract, due date, owner.
3. Function · group matters by stage; surface every obligation or deadline due in 14 days and anything overdue.
4. Google Sheets · write the roster plus "Due soon" and "Overdue" blocks to the Legal Status sheet.
5. Slack · post open matters by stage and the due-soon / overdue items to #legal.
Best exportn8n or Make.
More by team
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Questions

Most people we record have five or six rituals like the ones above.

Repetitive browser work: CRM and data entry, recurring reports, onboarding and offboarding, reconciliation, lead routing, and ticket triage. If you do it the same way in your browser more than once a week, Spion can usually record it.

No. You record the task once; Spion writes the automation for you to drop into Claude, Workato, Make, Zapier, or n8n — or gives you a step-by-step PDF guide instead.

Spion records whatever you do in the browser, so any web app works — Ironclad, DocuSign CLM, Google Drive, Salesforce, Slack and the rest. The export targets your automation platform of choice.

No. Spion automates the mechanical work — generating a standard document, triaging intake, tracking deadlines — and surfaces exceptions for review. It does not give legal advice, and a qualified reviewer makes every judgment call. See our Privacy Policy for how data is handled.

Most people we record have five or six repeating rituals like the ones on this page.

Free for 5 recordings a month, with every export format and full AI analysis included. Pro is $9/mo (20 recordings) and Ultra is $19/mo (50). Paid plans add volume, not features. See pricing.

Record one ritual.
Retire it for good.

Pick the workflow you do most. Record it once, and Spion exports the automation — recorded by you, not imposed on you.

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