Organise Case Documents by Matter
Every hour, WebRun checks your Google Drive intake folder for new uploads, matches each document to the right Clio matter by name or number, moves it into the correct matter subfolder, and notifies the responsible attorney in Slack that new files have arrived.
How can I automatically organise case documents into the correct matter folders?
Every hour, WebRun checks your Google Drive intake folder for new uploads, matches each document to the correct Clio matter by name or number, moves the file into the right matter subfolder, and notifies the responsible attorney in Slack - so your file structure stays clean without any manual sorting.
- New case documents filed into the correct matter folder within the hour
- Attorneys notified in Slack the moment new files arrive
- No document lost in an unsorted intake folder
Built for law firms · legal assistants · document management coordinators · in-house legal teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
drive.google.comin a real browser with your saved login - no setup, no API keys. -
1
Google Drive - scan intake folder and move documents
drive.google.com
WebRun opens Google Drive to scan intake folder and move documents. - Open the designated intake folder in Google Drive and list all files uploaded since the last run
- Read each file name for matter number or client name references
- Move matched files into the correct matter subfolder; flag any files that could not be matched
Done when All newly uploaded documents have been moved to the correct matter folder or flagged for manual review.
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2
Clio - verify matter details and folder path
clio.com
WebRun opens Clio to verify matter details and folder path. - Search Clio for the matter number or client name extracted from each document name
- Confirm the matter is active and retrieve the responsible attorney's name
- Note the correct Google Drive folder path for the matter
Done when Each document has been matched to a confirmed active Clio matter with an identified responsible attorney.
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3
Slack - notify attorney of new documents
slack.com
WebRun opens Slack to notify attorney of new documents. - Send the responsible attorney a Slack message listing new documents that arrived in their matter folder
- Flag any documents that could not be matched and need manual sorting
Done when Attorneys are notified of new arrivals and unmatched files are flagged for action.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
What if a document matches two different matters?
WebRun flags it as ambiguous and leaves it in the intake folder with a note in Slack, rather than moving it to the wrong place. A human makes the call.
Does it open or read the content of documents?
It reads only the file name to identify the matter. It does not open, parse, or store the contents of any document.
Can I set up a different folder structure than what we have now?
Yes. You configure the folder naming convention and hierarchy when you set up the workflow, and WebRun follows that structure for every file it moves.
Related templates
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