Automated Court Reporting Review Request Drafts
Every morning, WebRun checks ReporterBase for jobs completed and transcripts delivered in the past 48 hours, drafts a short review request email to the responsible attorney in Gmail for your approval, and adds the contact to a Mailchimp follow-up audience for future nurture.
How do I automatically request reviews after delivering a transcript?
Every morning, WebRun checks ReporterBase for transcripts delivered in the past 48 hours, drafts a short review request email to the responsible attorney in Gmail for your approval, and adds the contact to a Mailchimp follow-up audience. Every completed job becomes a drafted review request with no manual effort.
- Every delivered transcript triggers a drafted review request within 24 hours
- No completed job misses a follow-up because of a manual process
- Attorney contacts are added to Mailchimp automatically for long-term nurture
Built for court reporting agencies · court reporting business owners · legal support marketing teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
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 recently completed jobs
omti.com
WebRun opens ReporterBase to find recently completed jobs. - Open ReporterBase and check the transcript delivery records for the past 48 hours
- Identify jobs where the transcript has been marked as delivered and the job is closed
- Capture the attorney name, law firm, email address, case name, and delivery date
Done when Every job with a recently delivered transcript and a valid attorney email is listed.
-
2
Gmail - draft review request email for approval
gmail.com
WebRun opens Gmail to draft review request email for approval. - Draft a short, friendly review request to each attorney thanking them for the business
- Include a link to your preferred review platform such as Google or Avvo
- Save the email as a Gmail draft for your approval before it is sent to the attorney
Done when A review request draft exists in Gmail for every qualifying completed job.
-
3
Mailchimp - add contact to follow-up audience
mailchimp.com
WebRun opens Mailchimp to add contact to follow-up audience. - Add or update the attorney's contact record in the Mailchimp follow-up audience
- Tag the contact with the completed job type and date for segmentation
- Ensure no duplicate entries are created if the attorney has been added before
Done when The attorney is added to the Mailchimp follow-up audience with the correct tags.
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 review request emails to attorneys without my approval?
No. Every review request is saved as a Gmail draft for your review. The email is never sent to the attorney until a staff member approves and sends it manually.
Which review platforms does it link to?
You choose the review link at setup, such as Google Business Profile, Avvo, or your preferred court reporting directory. WebRun uses whatever link you provide.
What if we already sent this attorney a review request recently?
WebRun checks the Mailchimp contact record and suppresses duplicate requests if the contact was already tagged with a recent review request within your chosen window.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.