Legal & Compliance in Calgary usually means a lot of copy-paste between systems that should already be talking. These are the 15 automations we build to stop that.
We map how your legal work runs today, then automate the repetitive steps, such as regulatory horizon scanning & agency rule tracking, contract renewal date tracking & alert generation, NDA template generation & clause checking, inside QuickBooks Online and Xero and your other tools. Most Calgary teams start with one workflow from C$690 and have it live in one to three weeks.
Updated November 2026
Compliance work in Canada is shaped by PIPEDA, and Quebec's Law 25 if you have customers there, along with GST/HST (and PST or QST depending on the province), T4 slips at year end and CRA remittances. We automate the tracking, reminders and evidence gathering, so audits stop being a fire drill.
Calgary is energy head offices and the service companies that support them. Field tickets, AFE approvals and joint venture billing are classic automation targets. For legal teams in energy, oilfield services and agriculture, that usually means the same handful of tasks done by hand every week. Those are the ones we go after first.
Each one is built for your tools and your rules. Here's the problem it solves and what changes.
Manually monitoring regulatory changes across multiple agencies creates significant compliance risk from missed updates.
Automated monitoring of regulatory feeds with structured alerts for changes relevant to your business.
Contracts auto-renewing unfavorably or lapsing due to missed renewal dates creates risk and unnecessary cost.
Automated contract expiry monitoring with escalating alerts to the right stakeholders before renewal deadlines.
Manually drafting NDAs from scratch or checking for missing protective clauses is slow and legally risky.
Template-based NDA generation with AI-assisted clause verification against your standard requirements.
Business licenses, professional certifications, and insurance policies lapsing creates serious legal exposure.
Centralized certificate tracking repository with automated renewal reminders at configurable lead times.
Manual identity verification for new clients and counterparties is slow and creates onboarding bottlenecks.
Automated KYC workflows with API-based identity verification and structured pass/fail results delivered to your team.
Manually screening transactions against OFAC sanctions lists and AML watchlists is impractical at any transaction volume.
Real-time transaction screening against current sanctions and AML watchlists with automated alert workflows.
Manually tracking and responding to data access and deletion requests within regulatory timeframes creates compliance risk.
Automated DSR intake portal with routing, response tracking, and deadline management within GDPR/CCPA timeframes.
Manually redacting PII and sensitive information before sharing documents is slow and error-prone at volume.
AI-powered entity detection and automated redaction for PII, financial data, and sensitive information.
Manually collecting and culling documents across systems for litigation is expensive, slow, and defensibility is unclear.
Automated data collection from connected systems with keyword, date range, and custodian filtering.
IP portfolio deadlines missed due to inconsistent manual tracking create costly lapse and invalidation situations.
Automated IP deadline monitoring with jurisdiction-specific lead time alerts and assigned attorney notifications.
Manually issuing and tracking litigation hold acknowledgments across employees is chaotic and legally risky.
Automated hold notice distribution with digital acknowledgment collection, escalation, and audit trail.
Missing annual report deadlines and registered agent renewals for subsidiaries creates compliance and legal risk.
Automated filing deadline tracking with document preparation workflows and submission confirmation tracking.
Board minutes scattered across email inboxes and file shares are difficult to find for audits and due diligence.
Automated minutes ingestion, classification, and indexing in a searchable, permission-controlled repository.
Distributing policy updates and tracking which employees have read and acknowledged them is a manual compliance gap.
Automated policy distribution with digital attestation collection, deadline enforcement, and compliance reporting.
Insurance renewal deadlines and premium changes tracked in spreadsheets create risk of coverage gaps.
Centralized insurance policy tracking with automated renewal alerts, coverage change notifications, and premium history.
Single workflow
from C$690
one process, done properly
Department pack
from C$2,750
several legal workflows, connected
Ongoing
Custom
monthly builds, monitoring and support
Start with whatever is done most often and by the most expensive people. For a lot of Calgary teams that's regulatory horizon scanning & agency rule tracking. It's high volume, it follows clear rules and you see the hours come back in the first month.
Almost always. In Canada we mostly work with QuickBooks Online, Xero, HubSpot and Wagepoint, plus email, Google Workspace and Microsoft 365. If something has an API or even just an export, we can usually work with it.
Yes. We use least-privilege access, encrypted credentials and keep data in Canadian cloud regions (Montreal or Calgary) when that's needed. Everything is documented in line with PIPEDA, and Quebec's Law 25 if you have customers there, and we sign an NDA or DPA before we start.
One workflow from C$690, or a pack of connected legal workflows from C$2,750. The free audit gives you a fixed quote.
30 minutes, no obligation. We'll find your top three automation wins and give you a fixed quote in CAD.
Or just message us on whatever you already use: