Regulatory Change Client Alert System
A done-for-you law firm automation built for the Regulatory Affairs Attorney, connecting Clio, Slack, and Mailchimp so the work below happens on its own.
What this automation does, step by step
The automation monitors legal and regulatory updates relevant to the firm's practice areas through a legal research alert service, and when a meaningful change is identified, it automatically drafts a plain-language summary explaining what changed and flags it for the regulatory affairs attorney to review and approve before it goes out.
Once approved, the automation automatically identifies which clients in Clio are affected based on industry or matter type and sends each one a tailored email through Mailchimp explaining exactly how the change impacts their business, along with a suggested next step or a prompt to schedule a call.
Every alert and its recipient list logs automatically for compliance records.
Clients get advance notice of regulatory changes that affect them directly instead of finding out after the fact, positioning the firm as the source that caught it first.
- Practice management software (e.g., Clio or MyCase)
- Mailchimp or ActiveCampaign
- Zapier or Make.com
- Slack (internal review routing)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual version of this puts the entire workload on a regulatory affairs attorney, who has to juggle phone calls, emails, and spreadsheets just to keep things moving. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Status updates triggered by real milestones in your systems
- Support requests routed to the right owner with full context
- Escalations when a response deadline is about to slip
- Fewer inbound status calls for your front desk
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