Automated Court Reporting Document Collection Reminders
Every Monday, WebRun checks ReporterBase for jobs where exhibits or source documents have not been received, logs every open request in Google Sheets, and queues an SMS reminder via Twilio to the responsible attorney for your approval before sending.
How do I automatically chase attorneys for missing deposition documents?
Every Monday, WebRun reviews jobs in ReporterBase where exhibits or source documents are still outstanding, logs every open request in a Google Sheet with priority flags, and queues an SMS reminder via Twilio for each attorney. Every message waits for staff approval before sending so nothing goes out without a human check.
- No outstanding exhibit request sits untracked for more than a week
- Staff see every open document request in one Google Sheet with priority flags
- Attorneys receive timely reminders without manual follow-up from coordinators
Built for court reporting agencies · transcript production teams · legal support firms
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 - find jobs with missing documents
omti.com
WebRun opens ReporterBase to find jobs with missing documents. - Open ReporterBase and review jobs where transcript production is pending
- Identify jobs where exhibits or supporting documents have not been received
- Capture the case name, attorney, law firm, document type needed, and the deposition date
Done when Every job with an outstanding document request is listed with contact details.
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2
Google Sheets - log all open document requests
google.com
WebRun opens Google Sheets to log all open document requests. - Open the document tracking sheet and add a row for each outstanding request
- Include the case name, attorney, document type, deposition date, and number of days outstanding
- Mark any requests outstanding for more than 7 days as high priority
Done when The document tracker is updated with every current open request and its priority.
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3
Twilio - queue SMS reminder for approval
twilio.com
WebRun opens Twilio to queue SMS reminder for approval. - Queue a short SMS reminder for each attorney with outstanding documents
- Reference the case name, the document type needed, and the transcript delivery deadline
- Hold the SMS in the queue for a staff member to review and approve before sending
Done when A draft SMS reminder is queued for every attorney with an outstanding document request.
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 SMS reminders to attorneys without my approval?
No. Every SMS is queued for review and only sent after a staff member approves it. WebRun never sends a message to an attorney on its own.
How does it know which documents are missing?
WebRun checks the job and transcript production records in ReporterBase. Any job flagged as pending transcript delivery where exhibits have not been received triggers a reminder.
What if the attorney has already sent the documents?
Once documents are recorded as received in ReporterBase, that job is automatically excluded from the next run's chase list.
Related templates
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