Templates
Workflow templates.
Deploy with one click.
Pick a ready-made automation and turn it on. Each one handles a real job your team does every week, right inside the tools you already use. Customize anything.
Draft Engagement Letters for New Matters
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.
Draft Overdue Invoice Reminders
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.
Nudge Attorneys to Log Billable Hours
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.
Track Court Deadlines & Matter Dates
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.
Chase Unsigned Contracts Automatically
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.
Run Conflict Checks on New Matters
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.
Route New Client Intake to Attorneys
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.
Monthly Patient-Volume Report
On the first of every month, WebRun compiles appointment counts, no-show rates, and new-patient numbers into a clean report and emails it to the practice manager.
Practice management›
Google Sheets›
Gmail
Send Post-Visit Care Instructions
After each completed appointment, WebRun drafts personalised care-instruction messages for staff to approve and send - keeping patients informed without clinical claims.
Practice management›Gmail›
Slack
Clinic Supply Restock Alerts
WebRun checks your supply inventory each morning and sends the office manager an alert when any item falls below its reorder threshold.
Follow Up on Patient Referrals
Every week, WebRun finds referrals that haven't been acknowledged by the receiving practice and drafts a chaser email for staff to send.
Practice management›Gmail›Google Sheets
Route Patient Enquiries Automatically
When a patient message or enquiry lands, WebRun reads it, categorises it, and drafts a reply routed to the correct team member for approval.
Collect & File Signed Consent Forms
WebRun monitors for completed DocuSign consent envelopes, confirms the signature is present, and files the document in the patient's record automatically.
Daily Schedule Digest for Staff
Every morning, WebRun compiles a clear day-sheet for each provider and sends the front desk a full picture of who is coming in and when.
Practice management›Slack
Send Dental Recall Reminders
WebRun finds patients who are overdue for a routine checkup or hygiene visit and drafts a personalised recall message for staff to approve and send.
Practice management›
Twilio›Google Sheets
Chase Outstanding Patient Balances
Every week, WebRun finds patients with overdue balances, drafts a polite payment-reminder message for each, and holds every draft for staff review before it is sent.
Practice management›
Stripe›Gmail›+1
Pre-Check Patient Insurance Eligibility
Each morning, WebRun checks eligibility for the day's scheduled patients and logs any issues to a sheet so the front desk can resolve them before the visit.
EHR›Google Sheets›Slack
Ask Happy Patients for Reviews
After each completed visit, WebRun drafts a review-request message for satisfied patients and holds it for staff to approve before sending.
Practice management›Gmail›
Google Business Profile›+1
Follow Up With No-Show Patients
Every afternoon, WebRun identifies today's no-shows, drafts a friendly re-booking message for each, and queues them for staff to approve and send.
Practice management›Twilio›Google Sheets
Send Patient Intake Forms Automatically
Two days before a new-patient appointment, WebRun sends a personalised intake-form link so paperwork is done before the patient walks in.
Practice management›
DocuSign›Gmail›+1
Fill Cancellations From Your Waitlist
When a cancellation lands, WebRun finds the best-matching patient on the waitlist, drafts an offer message, and alerts the front desk to confirm.
Practice management›Twilio›Slack
Send Patients Appointment Reminders
The day before each visit, WebRun drafts a personalised SMS reminder for every scheduled patient and queues it for staff to approve and send.
Practice management›Twilio›Slack
Weekly Vacancy & Occupancy Report
WebRun pulls occupancy data from AppFolio every week, calculates your vacancy rate per building, and posts a clear report to Slack so you always know where you stand.
Chase Tenants for Missing Documents
WebRun checks which tenants have outstanding documents - IDs, pay stubs, or signed addenda - and drafts a polite chase email for each one, queued for your approval.
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