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22 free templates

Legal & Compliance Workflow Templates

These free legal and compliance automation templates add governance, approval steps, and audit-friendly trails to AI research and document handling. Because Heym is self-hosted and source-available, sensitive documents and prompts stay inside your own environment instead of a shared SaaS cloud.

  • governed research
  • approval workflows
  • policy checks
  • review trails
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Use cases

What you can automate with Legal & Compliance templates

Governed research

Let an agent fetch and summarize web pages through a governance proxy that controls which sources it can reach.

Approval workflows

Insert review checkpoints so a person signs off before a policy-sensitive step continues.

Document review

Summarize and extract structured points from contracts or filings while keeping a record of each step.

Review trails

Log inputs, outputs, and decisions at each node so the workflow stays auditable.

Browse all Legal & Compliance templates

Pick a workflow, copy the JSON, and adapt the nodes for your team.

All 22 Legal & Compliance templates, A to Z

Why teams run Legal & Compliance workflows on Heym

Heym is a source-available, self-hosted AI workflow platform for agentic automation: agents that call tools, retrieve from your own documents, and pause for human review when a step needs it.

Free and source-available

Released under MIT with a Commons Clause, with no per-task or per-execution pricing.

Self-hosted

Runs on your own infrastructure with Docker, so your data and credentials stay yours.

One-paste import

Copy a template JSON, paste it onto the canvas, and run it in minutes.

Agentic by default

Agent nodes, MCP tools, and built-in RAG on a visual workflow canvas.

Legal & Compliance templates FAQ

Is AI safe to use for legal document review?

It is when the workflow is governed. Heym templates add human approval checkpoints, source controls, and step-by-step logs, and because Heym is self-hosted your documents never leave your infrastructure.

Can I route AI research through a governance layer?

Yes. The Governed Web Research Agent routes web fetches through a governance proxy, so you control exactly which sources an agent can read and summarize.

Can I customize a template after importing it?

Every node, prompt, credential, and connection is editable after import. Swap the model, change the trigger, add or remove tools, and rewire branches directly on the canvas without writing boilerplate.

Is Heym free and self-hosted?

Yes. Heym is source-available under an MIT license with a Commons Clause, so you can run every template on your own infrastructure with Docker. There is no per-task or per-execution pricing, and your data and credentials stay inside your environment.

What makes these different from ordinary automation templates?

Each one runs on an AI-native canvas, so agent nodes, MCP tools, and built-in RAG sit in the same workflow as the triggers, branching, and integrations. That is the difference between a fixed sequence of steps and an agentic workflow that can retrieve context, call tools, and pause for human review while it runs.

Template categories

Explore other use cases

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Marketing & SEO

27

Content repurposing, social publishing, SEO research, analytics reporting, and audience monitoring for growth teams.

Sales & CRM

17

Lead qualification, CRM enrichment, personalized outreach, follow-up workflows, and revenue handoffs.

Customer Support

28

Email triage, FAQ replies, human approval checkpoints, inbox summaries, and customer escalation routing.

HR & Recruiting

12

Candidate search, resume-style ranking, recruiting summaries, interview preparation, and hiring pipeline automation.

Finance Ops

18

Invoice extraction, payment webhooks, receipt creation, pricing monitors, and finance data handoffs.

Document Ops

38

RAG ingestion, document Q&A, PDF and DOCX workflows, translation, file sharing, and structured extraction.

Data & Analytics

56

Spreadsheet enrichment, ETL-style syncs, schema remapping, BigQuery handoffs, and reporting pipelines.

Dev & IT Ops

42

Release monitoring, Sentry issue triage, API reliability, code review, WebSocket alerts, RabbitMQ jobs, and internal tool workflows.

App Integrations

52

Connect Slack, Discord, Telegram, HTTP APIs, MCP tools, and external systems with reusable workflow patterns.

Personal Productivity

25

Personal assistants, briefing emails, meeting summaries, lightweight research, reminders, and daily automation.

Education & Learning

12

Language learning, study guides, lesson planning, assessment feedback, research workflows, and LMS operations.

Healthcare

10

Clinical-style triage examples, structured health summaries, specialist review patterns, and careful human oversight.

Logistics & Supply Chain

4

Shipment tracking, delivery exceptions, carrier rates, freight audit, dock scheduling, and supply chain data checks.

Energy & Utilities

6

Smart meter anomalies, field work orders, outage updates, solar performance, utility bill checks, and interconnection reviews.

E-commerce

4

Return triage, review insights, order fraud screening, cart recovery, product catalog quality, and inventory checks.

AI Agents

96

General LLM and agent workflows for classification, generation, evaluation, image creation, and text-to-workflow examples.

Agent Teams

15

Orchestrator, researcher, writer, validator, and specialist agent patterns for multi-step AI work.

Operations Automation

69

Scheduled checks, debounce steps, generic routers, async dispatchers, and repeatable business operations.

Agent Skills

12

Agent templates with bundled skills, custom tools, Python actions, and repeatable expert workflows.