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When a prospect submits your intake form, WebRun reads the matter type, finds the right attorney or practice group, creates a matter in Clio, and notifies the team — so no lead falls through the cracks.

WebRun searches Clio and your client list for any name overlap whenever a new matter is being opened, and reports potential conflicts to the responsible attorney before the engagement starts.

WebRun monitors DocuSign every morning, spots envelopes that have been sitting unsigned for too long, and drafts a polite nudge email to the outstanding signer for your review.

Every morning, WebRun scans your Clio matters for upcoming court deadlines, filing dates, and key milestones, and posts a prioritised agenda to Slack so nothing is missed.

Every Monday, WebRun checks Clio for attorneys with unlogged or low billable-hour entries from the previous week, and sends each one a personalised reminder so time doesn't fall off the books.

Every Monday, WebRun finds overdue client invoices in QuickBooks, drafts a polite payment-reminder email for each one, and queues them for your review before anything goes to a client.

When a new matter is opened in Clio, WebRun pulls the matter details and drafts a tailored engagement letter for the responsible attorney to review, personalise, and send via DocuSign.

WebRun checks your matter checklist every morning, spots documents that clients were supposed to send but haven't, and drafts a polite follow-up email for each one for your review.

WebRun watches your Google Drive inbox folder for new case documents, identifies which matter they belong to, and moves them into the correct matter subfolder — keeping your file structure clean without manual sorting.

Every week, WebRun pulls the latest activity from each active matter in Clio and drafts a status-update email for each client — ready for the attorney to review, personalise, and send.

Every Friday, WebRun compiles a concise status digest across all active matters — billing, milestones, and any flags — and delivers it to the managing partner so they start the week with a clear picture.

WebRun monitors client retainer balances in Clio every morning, flags any account that is running low, and drafts a retainer-replenishment email for attorney review before the balance runs out.

WebRun checks PACER every morning for new docket entries across your active litigation matters, and delivers a filing digest to the responsible attorney before the business day begins.

WebRun checks your intake system every morning for partially completed forms, and drafts a friendly follow-up email to each prospect for your team to review and send — so warm leads don't go cold.

When a new matter is opened or a court date is confirmed in Clio, WebRun reads the key dates, creates calendar events in Google Calendar for the whole team, and sends a booking confirmation to Slack.