Legal, Tax & Paperwork

133 public templates on this shelf.

Clean Slateby Brian RoemmeleHelps you get your free credit reports, finds collections, errors, and outdated items, drafts dispute letters to Experian, Equifax, and TransUnion, and tracks every 30-day deadline. Nothing is sent without your OK.
Fine Printby Dirty TeslaSend it any contract, lease, bill, or terms of service and it tells you what's really in it, flags hidden fees and gotchas, and writes the dispute letter.
Tax Filing Assistantby BrianHelps prepare and e-file a US tax return, including foreign income and FBAR reports, lawfully and privately…
Lockdownby ClaireA weekday SOC 2 control bot. Checks the compliance program, escalates failing controls and vulns, and stays quiet when…
Chiefby Top Shelf CapitalA chief of staff for small business owners. It tracks compliance and filings, drafts emails and social posts for your approval.
Legal Advisorby Hank JacksonA plain-language legal reader for your family and business documents.
Shoppyby JakeFromStarstruck.Free shop-steward bot for union members that explains your contract, answers whether they can do that, checks pay stubs, and helps draft grievances.
Counselby Wayne LowryLegal-and-risk seat of the AI Board Room: flags contracts, compliance, liability, conflicts of interest and needed approvals, then votes Go, No-go or Go if.
Legal Advisorby Lida WangA plain-language legal helper that explains statutes and real court cases, reviews legal questions, and teaches a short daily law lesson.
Helperby Devon- Build HappinessA general life-admin bot that handles emails, billing disputes, forms and sign-in handoffs, so the paperwork just gets done.
Fine Printby GreaseSend it any contract, lease, bill, or terms of service and it tells you what's really in it, flags hidden fees and gotchas, and writes the dispute letter.
Tax Firm OSby Amervim BonanoFront door for a small tax or accounting office that prepares drafts and follow-ups while the owner sends, signs, and files.
Insurance Agentby Juan RodriguezA personal insurance analyst that works for you, not a carrier. Helps decode policies, find coverage gaps, prep agent questions, and stress-test home,.
Taxxby GreenbarSystemsU.S. federal income tax estimator for 2025 and 2026.
ACCC Deskby ladybarrelmakerDesk for insurance coverage counsel Fellows watching American College of Coverage Counsel updates.
AI Legal Prep Deskby John Atkinson IIILegal research and drafting prep for small businesses and individuals (contracts, compliance, disputes), cited and dated; not a lawyer, never files or sends.
AI Output Guardby Alex SuarezChecks what your AI bots and prompts produce against a contract with AISchemaGate, repairs what it can, and explains failures in plain words.
Am I Covered?by Bryce Dees | Insurance + AIExplains US home, condo, renters, flood, auto, umbrella, and small-business insurance documents in plain English…
Better Call Claudeby Robauto TeamFree open-source legal guide. Helps people navigate legal issues worldwide with bettercallclaude.org resources…
Buchhaltung Sevdesk/Datevby Michael FischerBookkeeping for German companies on sevDesk: collects invoices from mail and folders and books them with the right account and tax rule.
Courtby DonYou dump the thread. Court names the decision, the person being ignored, the one message that closes it, and whether…
Coverage Deskby Brian M.Explains insurance declarations and coverage lists in plain English and never sells.
Data Contract Guardby Alex SuarezGuards your data with DataContractGate: drafts a contract from a sample file, validates files and feeds against it…
Ecom Store Builderby Colin McDermottBuilds a buyable physical-goods store in one conversation: products with shipping and tax, size and colour variants…
Legal Advisorby XPixelPlain-language legal research that adapts to your jurisdiction and drafts your options.
Paperwork Deskby Daniel MasarskyForward your bills and letters; it tracks amounts, deadlines and replies.
Pro Bonoby ProcountA legal paperwork and records keeper for small businesses.
Texas Lawyerby ladybarrelmakerReady Room insurance pipeline desk: watches SCOTX, Texas courts of appeals, and the Fifth Circuit for coverage…
Texas Pro Se Legal Mattersby Lovable CurvesTexas pro se legal-ops hub for district, appellate, and Supreme Court matters: dockets, deadlines, filing nudges…
Contrarianby Calix BuildA sharp thinking partner that argues the other side and runs a pre-mortem before you commit to a decision, contract, launch, or big spend.
Drug Savingsby Scott BongeFinds the cheapest way to fill your household's prescriptions across insurance, Amazon RxPass, Cost Plus Drugs, and discount cards, helps you move them…
Tacksby Josh MeyerA personal tax preparer for US individual returns, federal and any state.
Accounts Receivableby Thomas MattesonOwns receivables from billing through payment: remittance intake, aging, disputes, and collection follow-up under clear…
AI Bookkeeper & Tax Assistant (Beancount)by BenjaminBookkeeping and tax planning for small-business owners and real estate investors with LLCs and rental properties.
CA Brokerage Complianceby Joe FoxxInternal compliance and California DRE risk assistant for a real estate brokerage.
Chief of Legal Staffby Suyash VermaFor litigation firms: a Chief of Legal Staff that supervises the firm's other bots, routes handoffs, keeps a blockers…
Complianceby Ryan GallupNYS brokerage compliance desk for DOS advertising / fair-housing social and website scans, plus draft answers to agent broker questions for broker.
Court Calendar Watcherby Suyash VermaFor litigation firms: watches the public hearing lists of the courts you name and extracts only the matters for your lawyers or a named party.
Court Portal File Clerkby Suyash VermaFor litigation firms: logs into your court's e-filing or case portal with the firm's own credentials and fetches only the named case file.
Forms Counselby Marshall MoormanDrafts reusable legal form templates, such as contracts, notices, and policies, for you to review.
IRS Botby @suddenlyjonReads your W-2s, 1099s, K-1s, stock option and brokerage statements, builds your return, and hunts every write-off…
Kobeby Carter PulrangHigh school basketball specialist for a varsity captain. Owns practice, games, film, workouts, captain leadership, team stuff, and youth court sessions.
Lease Gotcha Cardby Andy MccutcheonFor renters before signing: get a plain-English gotcha card on fees, entry, pets, renewals, and deposits—each tied…
Matter Taxonomy Clerkby Suyash VermaFor litigation firms: tags every matter in the register by forum, nature of dispute and status from a short closed list.
Motos researcherby Tomás MMHunts bargain classic trial and road bikes on Spanish classifieds (Wallapop, Milanuncios, Marketplace and more), scores all-in paperwork cost, and only.
Office Matter Deskby Suyash VermaFor litigation firms: the office's memory of its own cases. It keeps the matter register, maps office file numbers to court numbers.
Paperworkby LiamTakes every boring document someone receives, works out what it is and what needs doing, then tracks it in a Notion…
Retail Feverby NGTurns a Shopify POD apparel idea into a buy-ready store , Printful-style sync, mockup-first catalogs, legal pages, seasonal SEO, and domain go-live…
Revenue Agentby Arush JainScreens public X several times a weekday for people and companies who need audit, QoE, tax, or other CPA services, ranks the leads.
Sub Compliance Deskby AndrewTracks every subcontractor's insurance certificate, lien waivers, and license in one place.
Tax Harbor — Non-W2 / pre-retiree tax-year deskby R. GarrickWeekly tax-year brief for households without a W-2, covering income, IRMAA, RMDs, and deductions.
Tax Proby Zack GabbardAn expert-level personal tax assistant that cites the actual law, shows its math, finds missed savings, projects your refund or amount owed.
Tax Returnby Scott BongeOrganizes your tax documents, flags what's missing, and walks your return through TurboTax (or builds a CPA handoff) for you to review.
The Foolby slatts.base.ethKing Lear's Fool, for your court. A sharp jester who tells jokes, roasts the hustle, and will not let you get away…
Wealthby Christian AmechiA personal wealth desk for people with a W-2 job and side businesses. It tracks personal cash and spending and drafts a sourced tax-prep packet.
Asistente LLC en EE.UU.by KarinaSpanish-language guide to opening and keeping a US LLC from Latin America, covering state, EIN, bank, address, and annual taxes.
Counsel & Filingsby JD WhiteA plain-language legal and filings assistant for founders and small businesses.
Estate Helperby Jeremy MahoneyHelps families handle everything after a loss, from the funeral and paperwork to accounts, benefits, and probate, one gentle step at a time.
Fine Printby Alfredo HerreraSend a photo, screenshot, or PDF of a bill, offer, insurance letter, loan, or benefits booklet and get a one-screen…
Grant Packet Assemblerby JosephBuilds Georgia grant packets for a compliance read; drafts only, you submit.
Home & Auto Insuranceby Felix StockerShop home, auto and renters insurance with quote estimates from every insurer.
Legacy Binderby AlHelps you pull your personal world into an "if I'm gone" binder for your family, with a trimmed kids' copy and prep for your estate attorney. Not a lawyer.
Merch Mateby John L.Print-on-demand helper for Shopify + Printful: designs checked for trademark, copyright, spelling and print risks, spam-safe posts and daily sales tallies.
MoveToAU Deskby NSOGUS→Australia permanent-placement operator. Researches pathways, finds AU agency partners, drafts compliance-first outreach, and runs a free candidate.
PatentBotby Chairman soy sauceResearches patent information, cross-checks ideas against existing filings for IP conflict risk, finds the closest prior art when coverage is thin…
Phone Botby Zack ProserA phone-calling assistant that places real calls for you through Bland AI: disputes, bookings, reschedules, reminders and quick questions.
Smart Shopperby JPPrice-drop sniper and gift finder for any store: watches prices daily with shipping and tax included, finds gifts by arrive-by date, never buys without your OK.
Tax Firm OSby AmervimOffice assistant for a tax or accounting firm focused on fast replies, complete docs, and work before due dates.
TaxPilotby Jackie ZhouPersonal AI tax assistant for U.S. federal and state returns.
Voltby BennHunts down the cheapest way to lease or buy a Tesla where you live.
Bank Dispute Desk (Beta)by Jimmy HacksWhen money leaves your account or card that shouldn't: sorts it under the right federal rule, starts deadlines the same day, drafts your dispute and tracks it.
Claim Deniedby AdebusolaInsurance denied your claim? Get the reason in plain words, a polite review letter, a checklist for your doctor's office and a call log.
Claim Desk (Beta)by Jimmy HacksHelps a homeowner run their own insurance claim after a storm, leak or fire: tracks deadlines with the state rule cited, logs calls, drafts every letter.
Claim Helperby Vic ShibariumFrom an ex-adjuster: handles an auto or home insurance claim in plain English, from documenting damage to judging an estimate and drafting a counter letter.
Client Court Date Reminder Emailsby Stephanie HeyensWhenever a new court date lands on your calendar, it quietly drafts a court-date letter to the client in your email Drafts for you to review.
Contract Deskby SpaceXSee the week of paper at a glance. Summarizes by stage and owner, pulls key terms, and flags blocked reviews.
Contract Signerby Julian Andrin WeberDrafts NDAs, service agreements, offers and other business contracts from a short brief, flags risky or missing terms, and routes them for signature.
CRA Tax Helperby WorldWideVibesHelps Canadians get ready for their CRA tax return, keeping T4s, side-business income, receipts, and deadlines organized all year.
Debt Collector Desk (Beta)by Jimmy HacksWhen debt collectors call or write: checks each contact against federal rules, tracks your 30-day dispute window, drafts letters, flags court papers same day.
Disaster Aid Desk (Beta)by Jimmy HacksAfter a declared disaster: reads every FEMA letter, finds what's missing, starts the 60-day appeal clock, drafts your appeal, keeps insurance and SBA straight.
GDPR Botby Pal SzilagyiGDPR assistant tracking case law, EDPB and DPA guidance and the AI Act; weekly scans your sites for trackers, consent and notice gaps, with draft fixes.
Househuntby crypto barbieGuides a US home search from a color-coded metro map of prices, taxes, schools and crime to listings, realtors, tours and offers.
Insurance Awareby Joe GiordanoTracks home, auto, health and other policies by carrier nickname and renewal date, and quietly nudges before renewals. No full policy numbers needed.
IRS Demystifierby iustina istratiCalm, privacy-first helper for anything IRS: notices, filing, payments, refunds, audits, identity theft and scams. Not a substitute for tax advice.
Lease Finderby Danny MaciasHunts current car lease deals nationwide for the deepest discount to MSRP.
Leave Desk (Beta)by Jimmy HacksTaking family or medical leave: checks if FMLA covers you, tracks your and your employer's paperwork deadlines, drafts leave and accommodation requests.
Legal Awareness Modelby Bennett ProductionBuilds a personal map of the laws and regulations that touch your life and work, linked to the official text. Not legal advice; a way to learn the rules.
Not-a-Lawyerby Luke HendersonLegal research on leases, jobs, contracts, family, business and more: a sourced answer, an attorney briefing for your consult and law-change watching.
Patby Sentinel ArchitechPrincipal Deputy Counsel for a local-first system. Second seat on protocol safety, cryptographic rigor, and invariant compliance.
Payout Pilotby Al LukeInsurance claims assistant for any policy and country: builds a policy register, finds receipts in Gmail and Drive, files after your yes, chases and appeals.
Remodel Desk (Beta)by Jimmy HacksThe homeowner's side of a remodel: compares bids, checks the contract, matches payments to finished work, tracks change orders and lien waivers.
RenewalMateby robbie grayA personal contract and renewal assistant that finds, tracks and alerts you about household contracts and subscriptions like mobile and broadband.
Renter Desk (Beta)by Jimmy HacksFor renters: logs repair requests with a clock, checks rent and fees against your lease, tracks lease dates, gets your deposit back with your state rule cited.
Tax Return Second Lookby Thuong P. NguyenUpload last year's tax return and it finds missed deductions, credits and refunds, by form and line. Never files anything.
Tesla FSD & EV True Cost-to-Own Coachby LisaPlain-English Tesla & EV true cost-to-own calculator, FSD (Supervised) ROI planner, and claims-adjuster-grade auto insurance optimizer.
The Bookkeeper's Helper — Books Tidy All Year, Not Just Tax Timeby News GurusKeeps a small business's books tidy all year with weekly categorizing, receipt chasing, and a plain-English monthly close.
Trucking Botby Lila ReedBookkeeping for owner-operators and lease drivers: logs loads, fuel, trip meters and maintenance, imports weekly settlements, keeps totals ready for taxes.
Certainty Taxby AndyStress-tests claims with falsifiers and gaps.
Claim Starter Packby AndyInsurance claim starter: timeline, docs checklist, draft narrative.
Elisby LC Labs by LucasAn educational financial planner for Brazilian personal and small-business finances: budgets, debt and taxes.
Insurance LinkedIn Deskby ladybarrelmakerLinkedIn publish-gate desk for insurance coverage work (part of the Bridge + Fleet map).
Minimeby IonResearch-and-admin helper for PhD work, patent paperwork, and light multi-bot coordination.
proofnetworkbotby FreeSolDevHelps developers write and ship ProofNetwork smart contracts from chat, then wire a frontend that talks to the live contract.
Rechtsbotby KonradA legal bot for German and EU law: analyzes questions in expert-opinion style, cites statutes and flags unverified case law.
Revaby JavaBeanAIReview Reply Desk for any brand. Triages Google, Yelp, App Store, Facebook, and industry reviews, drafts tone-matched replies, and escalates legal-risk.
Tax Guruby John L.Turns your tax year into a clean filing packet: organizes docs, applies US rules, hunts savings and runs six accuracy audits. You file.
Bookkeeping Ninja Tax Prepby Tim ArmstrongPrepares draft tax figures for one small business from Xero or QuickBooks: GST/BAS in Australia, or 1099 tracking and quarterly estimates in the US.
Dose Dayby Zach AlbericoPrivate companion for weekly GLP-1 shots like Zepbound or Mounjaro: shot-day reminders, Apple Health weight sync, a dose dashboard and insurance help.
Finleyby Trucker Cowboy EdA personal assistant that helps pay down credit cards, cut subscriptions, keep paperwork and due dates together and check weather along your route.
Goldie Gemsby James HarrisonJewelry assistant: builds an inventory spreadsheet from photos, figures melt value from live gold, silver and platinum prices, helps with insurance and selling.
Tax Helperby DigitalA personal tax assistant that helps you get ready to file, track deductions and receipts, stay on top of estimated payments, and answer tax questions.
Business Legal Prep Deskby iamtheh0n3yp0tLegal research and drafting prep for Maryland and Florida small-business owners, every claim cited and dated. Not a lawyer, not legal advice.
El Chingon y La Chingonessaby Crypto MyntA personal assistant with its own computer: watches your email for paperwork that needs action, researches questions, and makes images and short videos.
Reclamiby LeandroDrafts formal complaints and discount requests to banks and companies in Argentina, checks official channels and legal deadlines, and follows up.
Taxmanby Richard Szymurski Jr.A read-only household tax reviewer that checks your last three years of returns for errors, missed deductions and credits, then plans next year.
TrámiteXby GillyHandles paperwork and reports in Mexico: files online reports with CFE, water, city hall, SAT, SRE, vehicle control and Profeco, and follows up until resolved.
X Legal Watchby Big BallerReviews X posts, accounts and searches for content that may break the law, like sexual deepfakes, threats, doxxing and scams, and drafts reports to file.
Hrrrr: File Agentby Ralph BiberaAn all-in-one file agent for everyday office paperwork: PDFs, Word, Excel, PowerPoint, CSV, and Google Docs and Sheets, plus renaming.
ITINAgents.fyiby PooriaITIN how-to and nearby IRS Certifying Acceptance Agents, pointing to the matching page.
Merritt Coleby AdamDesignsPlain-English legal explainer for cases, articles, statutes, and mass-tort / PI patterns. Not a lawyer. Not advice.
PublicAdjusters.fyiby PooriaHiring a licensed public insurance adjuster, with pointers to PublicAdjusters.fyi pages.
Life Insurance Sales Coachby Drew BiggerstaffStreet-level coach for life insurance agents who knock and dial. Objection drills, door/phone scripts, and Shorts hooks — no fluff, no scare tactics.
Cannabyby Cannabis WayCannaby is a cannabis know-it-all for adults (21+, or your local legal age).
Haggle Botby Gabe MckayA negotiation bot that lowers what you pay for internet, phone, insurance, software, medical bills, and vendor or contractor quotes.
Income Scoutby Optimus Sk8erScouts, researches and pitches legal side-income ideas that fit your time, budget, skills and interests, with a daily report…
Karen Botby Joshua SeefriedAn escalation desk that owns every case where a company owes you something: refunds, disputes, billing errors, missed deliveries.
Data Deletion Botby UnicodeScans Gmail for signup sites, then drafts GDPR/CCPA deletion-request emails.
Tax Helperby Digital DaisyA personal tax assistant that helps you get ready to file, track deductions and receipts, stay on top of quarterly…
Harvey Legal: Claims Screenerby Mister XAn educational fact organizer for consumer, employment, and landlord-tenant issues.
Law Botby JoshuaRCookTexas law-firm ops OS for family civil criminal and estate drafts labeled SAMPLE until an attorney signs.
Law Deskby SpudAnswers US legal questions with short, cited memos built only from official primary law, with a good-law check and no…
Small Claims Prepby SoCalFSDPrep your own small claims case: a sourced timeline, evidence checklist, demand letter draft, and your court's official…
Tax Trailby NomisFinds and lists the tax documents you need from your email, builds a checklist for your return, and packs what it finds…