Follow Up on Outstanding Client Docs
Every morning, WebRun scans Clio for outstanding document requests - IDs, financial records, signed authorisations - that are overdue from clients, drafts a polite follow-up email for each one, and posts the outstanding list to Slack so attorneys always know what is still missing.
How can I automatically follow up on outstanding client documents?
Every morning, WebRun scans Clio for outstanding document requests - IDs, financial records, signed authorisations - that are overdue from clients, drafts a polite follow-up email for each one for attorney review, and posts the full outstanding list to Slack so the team always knows what is still missing.
- Every overdue document request followed up daily without manual checking
- Follow-up drafts ready for attorney review each morning
- Team sees the full outstanding document list in Slack at a glance
Built for law firms · legal assistants · matter managers · 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
app.clio.comin a real browser with your saved login - no setup, no API keys. -
1
Clio - identify overdue document requests
clio.com
WebRun opens Clio to identify overdue document requests. - Open Clio Tasks and filter to tasks of type 'Document Request' that are past their due date and still open
- For each overdue task, capture the matter name, client name, document description, and days overdue
- Check if a follow-up was already sent this week and skip those
Done when All overdue document requests that have not already been chased this week are identified.
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2
Gmail - draft follow-up emails for review
gmail.com
WebRun opens Gmail to draft follow-up emails for review. - Draft a courteous follow-up email for each client referencing the specific documents still needed and the matter name
- Keep the message concise and helpful - offer to clarify what is needed if anything is unclear
- Save each email as a draft; do not send without attorney review
Done when A Gmail draft follow-up exists for each outstanding document request.
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3
Slack - post outstanding document list
slack.com
WebRun opens Slack to post outstanding document list. - Post a morning list of outstanding document requests to the relevant practice group channel
- Sort by days overdue so the most urgent requests are at the top
Done when The team has a clear view of which clients still owe documents and for how long.
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
Will it email clients on its own?
No. Every follow-up is saved as a Gmail draft for attorney review. No email is sent to a client without a human approving it first.
What if a client already sent the document but Clio wasn't updated?
WebRun reads the open Clio task status each morning. If the task has been closed (even just before the run), it is automatically excluded from the follow-up list.
Can it handle multiple outstanding items per client?
Yes. It consolidates all outstanding document requests for the same client into a single follow-up draft so they receive one clear, organised message.
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