# Law Firm Agents > Source-backed workflow guides for law firms. These editorial adaptations are proposed and untested; documented capabilities are not proof of firm outcomes. This is a supplementary text index, not a crawler-control file or a promise of indexing. Canonical HTML pages contain the sources, limitations, tool steps, prompts and starter files. Markdown copies link back to their canonical pages. No client records are included. ## Directory - [Browse workflows](https://agents.paretoid.com/): Search and filter the directory - [Editorial approach](https://agents.paretoid.com/#approach): Source and evidence policy - [Sitemap](https://agents.paretoid.com/sitemap.xml): Canonical HTML URLs ## Practice areas - [Family law](https://agents.paretoid.com/practice-areas/family-law/): Review disclosure, competing financial records and matter evidence without merging parties’ positions or deciding legal obligations. - [Criminal law](https://agents.paretoid.com/practice-areas/criminal-law/): Organise briefs, source references and hearing preparation while lawyers retain control of evidence, strategy and restricted material. - [Traffic law](https://agents.paretoid.com/practice-areas/traffic-law/): Prepare a source-backed administrative review of traffic-matter records, appointments and client information. Local law and court processes require lawyer review. - [Wills & estate planning](https://agents.paretoid.com/practice-areas/wills-estate-planning/): Keep testators’ instructions separate and check execution and original-document records. These workflows do not assess capacity, draft dispositive clauses or certify a valid will. - [Estate administration](https://agents.paretoid.com/practice-areas/estate-administration/): Trace estate records, assets and communications through an approved administration process. No workflow authorises distributions or determines beneficiary entitlement. - [Probate](https://agents.paretoid.com/practice-areas/probate/): Review probate preparation and filing evidence against a lawyer-approved jurisdiction-specific checklist. Probate, administration and contested proceedings are not interchangeable. - [Conveyancing & property](https://agents.paretoid.com/practice-areas/conveyancing-property/): Find prior-title records and check administrative handoffs around property matters. Registry access, searches, settlement and legal conclusions remain separately controlled. - [Personal injury](https://agents.paretoid.com/practice-areas/personal-injury/): Track requested medical records, receipt categories and authorisation evidence. Keep sensitive records within approved systems and leave medical and legal conclusions to professionals. - [Civil litigation](https://agents.paretoid.com/practice-areas/civil-litigation/): Organise source-backed timelines, transcript references and filing receipts. These checks do not determine evidential weight, admissibility or procedural compliance. - [Employment law](https://agents.paretoid.com/practice-areas/employment-law/): Use selected cross-practice methods for source chronology, controlled sharing and client updates. Dedicated employment-law recipes have not yet been added. - [Commercial law](https://agents.paretoid.com/practice-areas/commercial-law/): Use selected cross-practice methods for renewal evidence, document signatures and matter handoffs. Dedicated commercial-law recipes have not yet been added. - [Immigration law](https://agents.paretoid.com/practice-areas/immigration-law/): Use selected cross-practice methods for client documents, language routing and receipt checks. Dedicated immigration-law recipes have not yet been added. ## Workflows - [Turn new reviews into response drafts](https://agents.paretoid.com/workflows/draft-review-replies-in-airtable/): Use Make’s template to draft replies to Google reviews and save them in Airtable. [Markdown](https://agents.paretoid.com/workflows/draft-review-replies-in-airtable/index.md) - [Collect new reviews in one review log](https://agents.paretoid.com/workflows/collect-reviews-in-google-sheets/): Use Make’s template to save new Google Business Profile reviews in Google Sheets. [Markdown](https://agents.paretoid.com/workflows/collect-reviews-in-google-sheets/index.md) - [Give each new matter an email label](https://agents.paretoid.com/workflows/organize-gmail-labels-by-matter/): Zapier lists a Clio-to-Gmail workflow that creates a Gmail label for each new Clio matter. [Markdown](https://agents.paretoid.com/workflows/organize-gmail-labels-by-matter/index.md) - [Put intake follow-up into a clear sequence](https://agents.paretoid.com/workflows/plan-clio-grow-intake-followup/): Plan intake in Clio Grow with forms, emails, appointments, status changes, and manual tasks. [Markdown](https://agents.paretoid.com/workflows/plan-clio-grow-intake-followup/index.md) - [Bring website enquiries into intake](https://agents.paretoid.com/workflows/capture-website-intake-in-smokeball/): Smokeball Australia describes website forms that send enquiries to its intake system. [Markdown](https://agents.paretoid.com/workflows/capture-website-intake-in-smokeball/index.md) - [Find your next SEO fix in Search Console](https://agents.paretoid.com/workflows/prioritize-search-console-opportunities/): Use approved Search Console exports to make a short SEO review list, based on a published Claude Code audit. [Markdown](https://agents.paretoid.com/workflows/prioritize-search-console-opportunities/index.md) - [Refresh legal content from your existing expertise](https://agents.paretoid.com/workflows/refresh-content-from-firm-expertise/): Use Teresa Torres’s content-audit method to plan attorney-reviewed updates based on the firm’s own public writing. [Markdown](https://agents.paretoid.com/workflows/refresh-content-from-firm-expertise/index.md) - [Find useful internal links between your pages](https://agents.paretoid.com/workflows/review-contextual-internal-links/): Use Moz’s embeddings and link-graph method to find relevant internal links, then check legal context and existing links. [Markdown](https://agents.paretoid.com/workflows/review-contextual-internal-links/index.md) - [Review redirects before a website migration](https://agents.paretoid.com/workflows/review-migration-redirect-mapping/): Use the Screaming Frog guide shared by Aleyda Solis to review where each old URL should redirect. [Markdown](https://agents.paretoid.com/workflows/review-migration-redirect-mapping/index.md) - [Check that your website and Google profile agree](https://agents.paretoid.com/workflows/check-website-google-profile-alignment/): Use Eric Lancheres’s method to compare website and Google profile facts for one real office or practitioner. [Markdown](https://agents.paretoid.com/workflows/check-website-google-profile-alignment/index.md) - [Investigate indexing by page template](https://agents.paretoid.com/workflows/diagnose-indexing-by-page-template/): Use Brodie Clark’s sitemap-level method to investigate indexing across public practice, office, attorney, and guide pages. [Markdown](https://agents.paretoid.com/workflows/diagnose-indexing-by-page-template/index.md) - [Compare local visibility at matched places and times](https://agents.paretoid.com/workflows/compare-matched-local-rank-grids/): Use repeated local-grid observations to establish a baseline for one real law-firm office, with the limits recorded. [Markdown](https://agents.paretoid.com/workflows/compare-matched-local-rank-grids/index.md) - [Check whether verified bots reach important pages](https://agents.paretoid.com/workflows/audit-verified-bot-crawl-reach/): Check verified bot requests and response errors by page template using log summaries sanitized by the technical owner. [Markdown](https://agents.paretoid.com/workflows/audit-verified-bot-crawl-reach/index.md) - [Track AI mentions and citations with fixed questions](https://agents.paretoid.com/workflows/benchmark-ai-mentions-and-citations/): Repeat a fixed set of questions to track mentions, linked citations, relevance, and lawyer-review status. [Markdown](https://agents.paretoid.com/workflows/benchmark-ai-mentions-and-citations/index.md) - [Check attorney bylines and structured data](https://agents.paretoid.com/workflows/validate-attorney-authorship-schema/): Compare visible bylines and structured data against approved public facts. Do not invent credentials or rewrite legal advice. [Markdown](https://agents.paretoid.com/workflows/validate-attorney-authorship-schema/index.md) - [Check PDF-to-Word conversions](https://agents.paretoid.com/workflows/check-pdf-to-word-conversions/): Find changed text, missing clauses, and broken layout before reusing a converted document. [Markdown](https://agents.paretoid.com/workflows/check-pdf-to-word-conversions/index.md) - [Check that calendar requests became events](https://agents.paretoid.com/workflows/check-that-calendar-requests-became-events/): Match approved calendar instructions to actual event IDs and flag gaps. [Markdown](https://agents.paretoid.com/workflows/check-that-calendar-requests-became-events/index.md) - [Find gaps in recorded time](https://agents.paretoid.com/workflows/find-gaps-in-recorded-time/): Compare activity records with time entries without guessing how long work took. [Markdown](https://agents.paretoid.com/workflows/find-gaps-in-recorded-time/index.md) - [Prepare a medical-record request follow-up list](https://agents.paretoid.com/workflows/prepare-a-medical-record-request-follow-up-list/): Use request-status metadata to find due follow-ups and stop chasing received records. [Markdown](https://agents.paretoid.com/workflows/prepare-a-medical-record-request-follow-up-list/index.md) - [Prepare the attorney review queue](https://agents.paretoid.com/workflows/prepare-the-attorney-review-queue/): Show who needs to review each item, the agreed review date, and what is still waiting. [Markdown](https://agents.paretoid.com/workflows/prepare-the-attorney-review-queue/index.md) - [Draft reminders for missing client documents](https://agents.paretoid.com/workflows/draft-reminders-for-missing-client-documents/): Compare a document checklist with receipt records before drafting one reminder. [Markdown](https://agents.paretoid.com/workflows/draft-reminders-for-missing-client-documents/index.md) - [Check time entries against billing rules](https://agents.paretoid.com/workflows/check-time-entries-against-billing-rules/): Flag draft entries that conflict with approved billing guidelines, with a rule reference. [Markdown](https://agents.paretoid.com/workflows/check-time-entries-against-billing-rules/index.md) - [Review overdue-invoice reminders](https://agents.paretoid.com/workflows/review-overdue-invoice-reminders/): Separate unpaid invoices from paid, disputed, paused, and payment-plan exceptions. [Markdown](https://agents.paretoid.com/workflows/review-overdue-invoice-reminders/index.md) - [Check migrated task records from MyCase to Clio Manage](https://agents.paretoid.com/workflows/check-records-after-a-system-migration/): Compare MyCase and Clio Manage task records using the migration owner’s approved ID crosswalk. Stop when identity or coverage is uncertain. [Markdown](https://agents.paretoid.com/workflows/check-records-after-a-system-migration/index.md) - [Calculate effective rates on flat-fee matters](https://agents.paretoid.com/workflows/calculate-effective-rates-on-flat-fee-matters/): Show fees per recorded hour, known costs, and gaps in the underlying time data. [Markdown](https://agents.paretoid.com/workflows/calculate-effective-rates-on-flat-fee-matters/index.md) - [Check email recipients and attachments](https://agents.paretoid.com/workflows/check-email-recipients-and-attachments/): Compare a proposed send with an approved list of recipient roles and document IDs. [Markdown](https://agents.paretoid.com/workflows/check-email-recipients-and-attachments/index.md) - [Check judge instructions for template changes](https://agents.paretoid.com/workflows/check-judge-instructions-for-template-changes/): Compare public court instructions and flag linked templates that need lawyer review. [Markdown](https://agents.paretoid.com/workflows/check-judge-instructions-for-template-changes/index.md) - [Check rooms and attorneys before booking](https://agents.paretoid.com/workflows/check-rooms-and-attorneys-before-booking/): Find possible consultation slots with the right people, room, location, and buffers. [Markdown](https://agents.paretoid.com/workflows/check-rooms-and-attorneys-before-booking/index.md) - [Find leads without an owner or next step](https://agents.paretoid.com/workflows/find-leads-without-an-owner-or-next-step/): Flag unassigned leads and overdue tasks using the firm’s written response rules. [Markdown](https://agents.paretoid.com/workflows/find-leads-without-an-owner-or-next-step/index.md) - [Check the signed-client handoff](https://agents.paretoid.com/workflows/check-the-signed-client-handoff/): Check field mappings and destination IDs before and after an approved matter sync. [Markdown](https://agents.paretoid.com/workflows/check-the-signed-client-handoff/index.md) - [Prepare a duplicate-contact review list](https://agents.paretoid.com/workflows/prepare-a-duplicate-contact-review-list/): Group possible duplicate contacts for review while keeping shared-number cases separate. [Markdown](https://agents.paretoid.com/workflows/prepare-a-duplicate-contact-review-list/index.md) - [Check missed calls against later inquiries](https://agents.paretoid.com/workflows/check-missed-calls-against-later-inquiries/): Find missed callers who still need a next step after checking later calls and forms. [Markdown](https://agents.paretoid.com/workflows/check-missed-calls-against-later-inquiries/index.md) - [Check agency reports against Ads history](https://agents.paretoid.com/workflows/check-agency-reports-against-ads-history/): Compare dated agency work claims with account change records and supporting files. [Markdown](https://agents.paretoid.com/workflows/check-agency-reports-against-ads-history/index.md) - [Check Google Ads inquiry counts](https://agents.paretoid.com/workflows/check-google-ads-inquiry-counts/): Review conversion definitions and repeated-event risks before changing measurement settings. [Markdown](https://agents.paretoid.com/workflows/check-google-ads-inquiry-counts/index.md) - [Find calendar differences across tools](https://agents.paretoid.com/workflows/find-calendar-differences-across-tools/): Compare mapped appointments for changed times, locations, duplicates, and stale cancellations. [Markdown](https://agents.paretoid.com/workflows/find-calendar-differences-across-tools/index.md) - [Review off-topic Google Ads searches](https://agents.paretoid.com/workflows/review-off-topic-google-ads-searches/): Prepare a negative-keyword review list, with the risk of excluding a useful search. [Markdown](https://agents.paretoid.com/workflows/review-off-topic-google-ads-searches/index.md) - [Match ad spend with recorded intake stages](https://agents.paretoid.com/workflows/match-ad-spend-with-recorded-intake-stages/): Compare spend with inquiries, consultations, and staff-confirmed retained matters, while keeping unmatched records visible. [Markdown](https://agents.paretoid.com/workflows/match-ad-spend-with-recorded-intake-stages/index.md) - [Investigate a drop in Local Services Ads leads](https://agents.paretoid.com/workflows/investigate-a-drop-in-local-services-ads-leads/): Compare equivalent reporting periods and separate a measured lead decline from possible causes. [Markdown](https://agents.paretoid.com/workflows/investigate-a-drop-in-local-services-ads-leads/index.md) - [Plan consultation reminders and rebooking](https://agents.paretoid.com/workflows/plan-consultation-reminders-and-rebooking/): Draft a reminder plan that respects consent, rescheduling, cancellations, and staff-confirmed no-shows. [Markdown](https://agents.paretoid.com/workflows/plan-consultation-reminders-and-rebooking/index.md) - [Find missing call outcomes and loss reasons](https://agents.paretoid.com/workflows/find-missing-call-outcomes-and-loss-reasons/): Flag calls and closed leads that lack an approved outcome code. [Markdown](https://agents.paretoid.com/workflows/find-missing-call-outcomes-and-loss-reasons/index.md) - [Check original brand and marketing source](https://agents.paretoid.com/workflows/check-original-brand-and-marketing-source/): Find missing or conflicting brand/source data without overwriting first-touch history. [Markdown](https://agents.paretoid.com/workflows/check-original-brand-and-marketing-source/index.md) - [Draft conditional forms from approved questions](https://agents.paretoid.com/workflows/draft-conditional-forms-from-approved-questions/): Map the firm’s approved questions and branches to a reviewable form specification. [Markdown](https://agents.paretoid.com/workflows/draft-conditional-forms-from-approved-questions/index.md) - [Match Local Services Ads charges and credits](https://agents.paretoid.com/workflows/match-local-services-ads-charges-and-credits/): Reconcile original charges, later credits, pending reviews, and staff outcomes by lead ID. [Markdown](https://agents.paretoid.com/workflows/match-local-services-ads-charges-and-credits/index.md) - [Find approved knowledge with source references](https://agents.paretoid.com/workflows/find-approved-knowledge-with-source-references/): Return relevant passages from an approved reference set, with versions and unresolved gaps. [Markdown](https://agents.paretoid.com/workflows/find-approved-knowledge-with-source-references/index.md) - [Find broken document-index links](https://agents.paretoid.com/workflows/find-broken-document-index-links/): Compare index entries with an approved file manifest and suggest only exact, unique replacements. [Markdown](https://agents.paretoid.com/workflows/find-broken-document-index-links/index.md) - [Check whether scanned PDFs can be searched](https://agents.paretoid.com/workflows/check-whether-scanned-pdfs-can-be-searched/): Find image-only pages, broken OCR, and missed sample strings without overwriting originals. [Markdown](https://agents.paretoid.com/workflows/check-whether-scanned-pdfs-can-be-searched/index.md) - [Draft an inbox handoff queue](https://agents.paretoid.com/workflows/draft-an-inbox-handoff-queue/): Suggest staff, attorney, waiting, and reference queues from approved routing rules. [Markdown](https://agents.paretoid.com/workflows/draft-an-inbox-handoff-queue/index.md) - [Check that emails and attachments were filed](https://agents.paretoid.com/workflows/check-that-emails-and-attachments-were-filed/): Compare the filing request list with actual message and attachment records. [Markdown](https://agents.paretoid.com/workflows/check-that-emails-and-attachments-were-filed/index.md) - [Combine tasks into a source-linked work list](https://agents.paretoid.com/workflows/combine-tasks-into-a-source-linked-work-list/): Bring approved task exports together while keeping conflicting owners, dates, and completion states visible. [Markdown](https://agents.paretoid.com/workflows/combine-tasks-into-a-source-linked-work-list/index.md) - [Plan supervised onboarding practice](https://agents.paretoid.com/workflows/plan-supervised-onboarding-practice/): Turn approved role materials into practice exercises and trainer check-ins. [Markdown](https://agents.paretoid.com/workflows/plan-supervised-onboarding-practice/index.md) - [Prepare a website maintenance review list](https://agents.paretoid.com/workflows/prepare-a-website-maintenance-review-list/): Combine uptime and sanitized Site Health evidence into questions for the site maintainer. [Markdown](https://agents.paretoid.com/workflows/prepare-a-website-maintenance-review-list/index.md) - [Match filing submissions with court receipts](https://agents.paretoid.com/workflows/match-filing-submissions-with-court-receipts/): Keep submitted, accepted, rejected, and unknown filing states separate by court and filing ID. [Markdown](https://agents.paretoid.com/workflows/match-filing-submissions-with-court-receipts/index.md) - [Check a final PDF for residual redaction targets](https://agents.paretoid.com/workflows/check-a-final-pdf-for-residual-redaction-targets/): Match approved redaction targets to final-file inspection evidence and flag unchecked layers. [Markdown](https://agents.paretoid.com/workflows/check-a-final-pdf-for-residual-redaction-targets/index.md) - [Recheck settlement-sheet arithmetic](https://agents.paretoid.com/workflows/recheck-settlement-sheet-arithmetic/): Compare draft figures with lawyer-approved amounts using exact cents and source IDs. [Markdown](https://agents.paretoid.com/workflows/recheck-settlement-sheet-arithmetic/index.md) - [Match docket entries with the matter register](https://agents.paretoid.com/workflows/match-docket-entries-with-the-matter-register/): Find new or changed docket rows in staff-supplied exports without interpreting orders. [Markdown](https://agents.paretoid.com/workflows/match-docket-entries-with-the-matter-register/index.md) - [Match requested record categories to receipts](https://agents.paretoid.com/workflows/match-requested-record-categories-to-receipts/): Compare administrative request categories with received-item metadata. [Markdown](https://agents.paretoid.com/workflows/match-requested-record-categories-to-receipts/index.md) - [Draft client updates from approved milestones](https://agents.paretoid.com/workflows/draft-client-updates-from-approved-milestones/): Prepare a factual status draft with a source reference for each sentence. [Markdown](https://agents.paretoid.com/workflows/draft-client-updates-from-approved-milestones/index.md) - [Prepare evidence about a disputed Google review](https://agents.paretoid.com/workflows/prepare-evidence-about-a-disputed-google-review/): Organize public evidence, relevant policy, and missing facts for a human reviewer. [Markdown](https://agents.paretoid.com/workflows/prepare-evidence-about-a-disputed-google-review/index.md) - [Draft an off-camera ad storyboard](https://agents.paretoid.com/workflows/draft-an-off-camera-ad-storyboard/): Turn approved facts and licensed assets into video and carousel production instructions. [Markdown](https://agents.paretoid.com/workflows/draft-an-off-camera-ad-storyboard/index.md) - [Turn client questions into a lawyer review agenda](https://agents.paretoid.com/workflows/turn-client-questions-into-a-lawyer-review-agenda/): Keep every question and source reference in a draft meeting agenda. [Markdown](https://agents.paretoid.com/workflows/turn-client-questions-into-a-lawyer-review-agenda/index.md) - [Compare a vendor invoice with an approved quote](https://agents.paretoid.com/workflows/compare-a-vendor-invoice-with-an-approved-quote/): Check quantities, rates and extra lines against approved orders and amendments. [Markdown](https://agents.paretoid.com/workflows/compare-a-vendor-invoice-with-an-approved-quote/index.md) - [Check a draft against approved document styles](https://agents.paretoid.com/workflows/check-a-draft-against-approved-document-styles/): List formatting differences while protecting the document’s wording and quotations. [Markdown](https://agents.paretoid.com/workflows/check-a-draft-against-approved-document-styles/index.md) - [Check a records-department contact directory](https://agents.paretoid.com/workflows/check-a-records-department-contact-directory/): Compare facility-specific routing details with supplied official public pages. [Markdown](https://agents.paretoid.com/workflows/check-a-records-department-contact-directory/index.md) - [Review balances below approved retainer thresholds](https://agents.paretoid.com/workflows/review-balances-below-approved-retainer-thresholds/): Compare supplied balances with approved thresholds and show unbilled work separately. [Markdown](https://agents.paretoid.com/workflows/review-balances-below-approved-retainer-thresholds/index.md) - [Prepare a coverage handoff before leave](https://agents.paretoid.com/workflows/prepare-a-coverage-handoff-before-leave/): List upcoming work, assigned coverage and missing acknowledgments. [Markdown](https://agents.paretoid.com/workflows/prepare-a-coverage-handoff-before-leave/index.md) - [Check an e-filing packet against approved requirements](https://agents.paretoid.com/workflows/check-an-e-filing-packet-against-approved-requirements/): Compare a packet manifest with the current court-specific checklist. [Markdown](https://agents.paretoid.com/workflows/check-an-e-filing-packet-against-approved-requirements/index.md) - [Prepare an internal prior-title retrieval list](https://agents.paretoid.com/workflows/prepare-an-internal-prior-title-retrieval-list/): Prepare an internal list of prior-title files and requests. External provider retrieval still needs a verified route. [Markdown](https://agents.paretoid.com/workflows/prepare-an-internal-prior-title-retrieval-list/index.md) - [Turn approved office steps into a draft procedure](https://agents.paretoid.com/workflows/turn-approved-office-steps-into-a-draft-procedure/): Organize approved instructions and flag conflicting or missing rules. [Markdown](https://agents.paretoid.com/workflows/turn-approved-office-steps-into-a-draft-procedure/index.md) - [Check when intake reminders should stop](https://agents.paretoid.com/workflows/check-when-intake-reminders-should-stop/): Review pending reminders against completion, opt-out, and staff-takeover states. [Markdown](https://agents.paretoid.com/workflows/check-when-intake-reminders-should-stop/index.md) - [Draft a clearer phone menu from misroutes](https://agents.paretoid.com/workflows/draft-a-clearer-phone-menu-from-misroutes/): Turn recorded routing mistakes into a short menu and test plan. [Markdown](https://agents.paretoid.com/workflows/draft-a-clearer-phone-menu-from-misroutes/index.md) - [Request Google reviews after matter closure](https://agents.paretoid.com/workflows/prepare-neutral-review-invitations/): Use Lawmatics to queue a neutral Google review invitation at matter closure, check privacy and contact rules, then send an approved email. [Markdown](https://agents.paretoid.com/workflows/prepare-neutral-review-invitations/index.md) - [Prepare a Google profile reinstatement review](https://agents.paretoid.com/workflows/prepare-a-google-profile-reinstatement-review/): Match a suspension notice to verified business facts and current official requirements. [Markdown](https://agents.paretoid.com/workflows/prepare-a-google-profile-reinstatement-review/index.md) - [Review marketing-account access before a handover](https://agents.paretoid.com/workflows/review-marketing-account-access-before-a-handover/): Inventory observed access, dependencies and missing handover evidence. [Markdown](https://agents.paretoid.com/workflows/review-marketing-account-access-before-a-handover/index.md) - [Prepare follow-up for unacknowledged referrals](https://agents.paretoid.com/workflows/prepare-follow-up-for-unacknowledged-referrals/): Check referral acknowledgments and prepare only authorized reference-based drafts. [Markdown](https://agents.paretoid.com/workflows/prepare-follow-up-for-unacknowledged-referrals/index.md) - [Find missing fields in active matter records](https://agents.paretoid.com/workflows/find-missing-fields-in-active-matter-records/): Compare active matters with practice-specific approved field rules. [Markdown](https://agents.paretoid.com/workflows/find-missing-fields-in-active-matter-records/index.md) - [Prepare a dormant-matter review list](https://agents.paretoid.com/workflows/prepare-a-dormant-matter-review-list/): Find passed review dates and missing next actions while preserving documented pauses. [Markdown](https://agents.paretoid.com/workflows/prepare-a-dormant-matter-review-list/index.md) - [Review file-sync errors and stale reporting](https://agents.paretoid.com/workflows/review-file-sync-errors-and-stale-reporting/): Compare expected devices with sanitized OneDrive sync-health records. [Markdown](https://agents.paretoid.com/workflows/review-file-sync-errors-and-stale-reporting/index.md) - [Find procedures affected by software changes](https://agents.paretoid.com/workflows/find-procedures-affected-by-software-changes/): Map official product changes to the instructions that may need review. [Markdown](https://agents.paretoid.com/workflows/find-procedures-affected-by-software-changes/index.md) - [Reconcile recurring management reports](https://agents.paretoid.com/workflows/reconcile-recurring-management-reports/): Combine approved exports with consistent definitions, dates, and control totals. [Markdown](https://agents.paretoid.com/workflows/reconcile-recurring-management-reports/index.md) - [Review Azure VM backup coverage and restore-test evidence](https://agents.paretoid.com/workflows/find-gaps-in-backup-and-restore-evidence/): Compare approved data locations with backup status and recorded restore tests. [Markdown](https://agents.paretoid.com/workflows/find-gaps-in-backup-and-restore-evidence/index.md) - [Map exact duplicate files without deleting them](https://agents.paretoid.com/workflows/map-exact-duplicate-files-without-deleting-them/): Group matching file hashes and sizes while keeping every source record. [Markdown](https://agents.paretoid.com/workflows/map-exact-duplicate-files-without-deleting-them/index.md) - [Prepare a source-linked factual chronology](https://agents.paretoid.com/workflows/prepare-a-source-linked-factual-chronology/): Order supported events while keeping ambiguous dates and source conflicts visible. [Markdown](https://agents.paretoid.com/workflows/prepare-a-source-linked-factual-chronology/index.md) - [Check CLE records and missing certificates](https://agents.paretoid.com/workflows/check-cle-records-and-missing-certificates/): Reconcile approved credit allocations with course and certificate evidence. [Markdown](https://agents.paretoid.com/workflows/check-cle-records-and-missing-certificates/index.md) - [Compare software licenses with approved account purposes](https://agents.paretoid.com/workflows/compare-software-licenses-with-approved-account-purposes/): Match purchased capacity, assignments and documented account needs. [Markdown](https://agents.paretoid.com/workflows/compare-software-licenses-with-approved-account-purposes/index.md) - [Prepare a sanitized software support case](https://agents.paretoid.com/workflows/prepare-a-sanitized-software-support-case/): Separate observed symptoms, conflicting evidence and unanswered questions. [Markdown](https://agents.paretoid.com/workflows/prepare-a-sanitized-software-support-case/index.md) - [Check deposition-vendor confirmations](https://agents.paretoid.com/workflows/check-deposition-vendor-confirmations/): Compare approved event details with bookings and change acknowledgments. [Markdown](https://agents.paretoid.com/workflows/check-deposition-vendor-confirmations/index.md) - [Review vendor renewal and notice evidence](https://agents.paretoid.com/workflows/review-vendor-renewal-and-notice-evidence/): Track approved dates, decisions and proof of any formal notice. [Markdown](https://agents.paretoid.com/workflows/review-vendor-renewal-and-notice-evidence/index.md) - [Check closed-file archive and retrieval evidence](https://agents.paretoid.com/workflows/check-closed-file-archive-and-retrieval-evidence/): Compare approved inventory, archived items and recorded retrieval checks. [Markdown](https://agents.paretoid.com/workflows/check-closed-file-archive-and-retrieval-evidence/index.md) - [Match certified-mail tracking with receipt evidence](https://agents.paretoid.com/workflows/match-certified-mail-tracking-with-receipt-evidence/): Keep mailing, delivery tracking and purchased return-receipt evidence separate. [Markdown](https://agents.paretoid.com/workflows/match-certified-mail-tracking-with-receipt-evidence/index.md) - [Find transcript excerpts with checked page and line references](https://agents.paretoid.com/workflows/find-transcript-excerpts-with-checked-page-and-line-references/): Organize supplied search hits without inventing transcript coordinates. [Markdown](https://agents.paretoid.com/workflows/find-transcript-excerpts-with-checked-page-and-line-references/index.md) - [Compare trust-reconciliation totals read-only](https://agents.paretoid.com/workflows/compare-trust-reconciliation-totals-read-only/): Compare approved bank adjustments, the firm ledger, and client balances in one currency. [Markdown](https://agents.paretoid.com/workflows/compare-trust-reconciliation-totals-read-only/index.md) - [Check required signatures against returned evidence](https://agents.paretoid.com/workflows/check-required-signatures-against-returned-evidence/): Match approved signer roles and document versions to envelope events and returned artifacts. [Markdown](https://agents.paretoid.com/workflows/check-required-signatures-against-returned-evidence/index.md) - [Check existing external shares against approved access](https://agents.paretoid.com/workflows/check-existing-external-shares-against-approved-access/): Compare supplied access evidence with approved recipients, files and permission levels. [Markdown](https://agents.paretoid.com/workflows/check-existing-external-shares-against-approved-access/index.md) - [Compare sent and received file manifests](https://agents.paretoid.com/workflows/compare-sent-and-received-file-manifests/): Match sender and receiver evidence without treating a sent link as proof of receipt. [Markdown](https://agents.paretoid.com/workflows/compare-sent-and-received-file-manifests/index.md) - [Check draft quotations against the supplied source pages](https://agents.paretoid.com/workflows/check-draft-quotations-against-the-supplied-source-pages/): Compare exact quoted words and locators with the provided authority copies. [Markdown](https://agents.paretoid.com/workflows/check-draft-quotations-against-the-supplied-source-pages/index.md) - [Check Bates-label gaps and collisions](https://agents.paretoid.com/workflows/check-bates-label-gaps-and-collisions/): Compare observed labels with approved ranges, exceptions and namespaces. [Markdown](https://agents.paretoid.com/workflows/check-bates-label-gaps-and-collisions/index.md) - [Check authorization-packet completeness](https://agents.paretoid.com/workflows/check-authorization-packet-completeness/): Match lawyer-approved packet requirements to supplied file and page evidence. [Markdown](https://agents.paretoid.com/workflows/check-authorization-packet-completeness/index.md) - [Turn call notes into source-linked draft tasks](https://agents.paretoid.com/workflows/turn-call-notes-into-source-linked-draft-tasks/): Draft tasks using only explicit actions, owners and dates in the notes. [Markdown](https://agents.paretoid.com/workflows/turn-call-notes-into-source-linked-draft-tasks/index.md) - [Check bilingual inquiry wording and routing](https://agents.paretoid.com/workflows/check-bilingual-inquiry-wording-and-routing/): Compare captured wording and supplied routing with approved translations. [Markdown](https://agents.paretoid.com/workflows/check-bilingual-inquiry-wording-and-routing/index.md) - [Plan a capped Meta creative experiment](https://agents.paretoid.com/workflows/plan-a-capped-meta-creative-experiment/): Write an offline test plan with a supplied spending ceiling and an inconclusive-result option. [Markdown](https://agents.paretoid.com/workflows/plan-a-capped-meta-creative-experiment/index.md) - [Find gaps in family financial disclosure](https://agents.paretoid.com/workflows/review-family-financial-disclosure-coverage/): Compare requested categories and periods with received documents, preserving unresolved scope and date gaps. [Markdown](https://agents.paretoid.com/workflows/review-family-financial-disclosure-coverage/index.md) - [Check competing family balance-sheet values](https://agents.paretoid.com/workflows/review-family-joint-balance-sheet-differences/): Find items whose ownership, competing values or valuation dates changed between the approved versions. [Markdown](https://agents.paretoid.com/workflows/review-family-joint-balance-sheet-differences/index.md) - [Reconcile a criminal brief with its exhibits](https://agents.paretoid.com/workflows/inventory-nsw-criminal-brief-exhibits/): Match a served brief’s item references to actual received evidence and flag unreadable or inconsistent exhibit identities. [Markdown](https://agents.paretoid.com/workflows/inventory-nsw-criminal-brief-exhibits/index.md) - [Organise traffic licence-need evidence](https://agents.paretoid.com/workflows/index-nsw-traffic-licence-need-evidence/): Link each client assertion about licence dependence to supplied evidence and identify unsupported or conflicting facts. [Markdown](https://agents.paretoid.com/workflows/index-nsw-traffic-licence-need-evidence/index.md) - [Keep couples’ will instructions separate](https://agents.paretoid.com/workflows/check-couples-will-intake-mapping/): Check whether each person’s recorded executor, beneficiary and instruction fields match their own intake response. [Markdown](https://agents.paretoid.com/workflows/check-couples-will-intake-mapping/index.md) - [Check where original wills are recorded](https://agents.paretoid.com/workflows/reconcile-original-will-custody-evidence/): Compare the original-will custody record with the approved physical-packet and release evidence. [Markdown](https://agents.paretoid.com/workflows/reconcile-original-will-custody-evidence/index.md) - [Check probate names and will versions](https://agents.paretoid.com/workflows/check-nsw-probate-identity-and-codicil-consistency/): Compare deceased and executor identities and will/codicil version references across approved sources. [Markdown](https://agents.paretoid.com/workflows/check-nsw-probate-identity-and-codicil-consistency/index.md) - [Trace estate assets to realisation evidence](https://agents.paretoid.com/workflows/reconcile-estate-assets-with-realisation-evidence/): Match each lawyer-approved estate inventory item to collection, transfer or still-unrealised evidence. [Markdown](https://agents.paretoid.com/workflows/reconcile-estate-assets-with-realisation-evidence/index.md)