Automated Court Reporting Client Onboarding
When a new law firm client is created in ReporterBase, WebRun reads the firm details, sets up their Stripe billing profile, and drafts a professional welcome email with account access instructions and your service overview in Gmail for your review before sending.
How do I automatically onboard new law firm clients after adding them to ReporterBase?
When a new law firm client is added to ReporterBase, WebRun reads their details, creates a Stripe billing profile with the correct payment terms, and drafts a professional welcome email with portal access instructions in Gmail for your approval. Every new client is set up and welcomed consistently, with a human reviewing the email before it goes out.
- Every new law firm is billed correctly from day one with a Stripe profile created automatically
- New clients receive a consistent, professional welcome with no manual drafting
- Onboarding steps are completed within minutes of a client being added to ReporterBase
Built for court reporting agencies · legal support client services teams · court reporting business owners
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
www.omti.com/rbin a real browser with your saved login - no setup, no API keys. -
1
ReporterBase - read new client details
omti.com
WebRun opens ReporterBase to read new client details. - Open ReporterBase and navigate to the newly added client record
- Capture the law firm name, primary contact, billing address, email, phone, and any special billing terms
- Note the account type and services they have been quoted or agreed to
Done when All new client details are captured from ReporterBase.
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2
Stripe - create billing profile
stripe.com
WebRun opens Stripe to create billing profile. - Open Stripe and create a new customer record for the law firm
- Add the billing contact, email, and address from ReporterBase
- Apply the correct payment terms and any agreed invoice net-days to the Stripe customer profile
Done when The law firm has an active Stripe billing profile with correct payment terms.
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3
Gmail - draft welcome email for review
gmail.com
WebRun opens Gmail to draft welcome email for review. - Draft a professional welcome email to the law firm's primary contact
- Include account access instructions for the RB Connect client portal, your service overview, and key contacts at your agency
- Save the email as a Gmail draft for your review and approval before sending to the client
Done when A complete welcome email draft is in Gmail ready for your one-click approval.
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 send the welcome email to the law firm automatically?
No. The welcome email is saved as a Gmail draft for your review. It is never sent to the new client until a staff member approves and sends it manually.
Does it charge the client or store a payment method?
No. WebRun creates a Stripe customer profile with billing details, but it does not store a card, initiate a charge, or request payment information. That happens through your normal billing flow.
What if the law firm already has a Stripe record?
WebRun checks for an existing Stripe customer by email before creating a new record. If one is found, it updates the existing record rather than creating a duplicate.
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