Automated Reviewer Certification Expiry Tracking
Every Monday, WebRun reads reviewer certification expiry dates from Google Sheets, checks which Relativity reviewers are active on current matters, drafts an SMS reminder for each reviewer whose certification expires within 30 days, and logs all statuses so the team is audit-ready at any time.
How do I automatically track and alert on reviewer certification expiry dates?
Every Monday, WebRun reads reviewer certification expiry dates from Google Sheets, checks each reviewer's active assignment status in Relativity, and queues Twilio SMS reminders for manager approval when a certification is within 30 days of expiry. The team stays compliant and audit-ready without manually chasing each reviewer.
- No reviewer certification lapses while they are active on a matter
- Managers approve targeted SMS reminders rather than chasing reviewers by hand
- The Google Sheets log provides an audit trail of all certification statuses
Built for ediscovery project managers · law firm HR and compliance · litigation support directors · legal operations
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
docs.google.com/spreadsheetsin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - read reviewer certification expiry dates
google.com
WebRun opens Google Sheets to read reviewer certification expiry dates. - Open the reviewer certification tracker and read all rows with an expiry date in the next 60 days
- Capture reviewer name, certification type (e.g., Relativity Certified Administrator, bar admission, CIPP), expiry date, and mobile number
- Mark certifications expiring within 30 days as urgent and within 60 days as upcoming
Done when All upcoming certification expiries are captured with their urgency tier.
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2
Relativity - check which reviewers are active on current matters
relativity.com
WebRun opens Relativity to check which reviewers are active on current matters. - Check each reviewer's active assignment status in Relativity
- Flag reviewers with expiring certifications who are currently assigned to active review batches
- Log the active matter and batch details alongside the expiry information
Done when Each expiring certification is linked to the reviewer's current Relativity assignment status.
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3
Twilio - draft SMS reminders for expiring certifications
twilio.com
WebRun opens Twilio to draft SMS reminders for expiring certifications. - For each urgent expiry, prepare an SMS message to the reviewer's mobile number naming the certification type, expiry date, and renewal link
- Queue the SMS messages for approval - do not send until a manager reviews and approves the list
- Log the reminder status in Google Sheets once approved and sent
Done when SMS reminders are queued for manager approval for all urgent expiring certifications.
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 reviewers automatically?
No. SMS reminders are queued and require manager approval before any message is sent. Nothing reaches a reviewer's phone without a human confirming the list first.
What certifications can it track?
Any certification stored in your Google Sheets tracker: Relativity Certified Administrator, bar admissions, CIPP, CEDS, state license renewals, or custom training completions. The sheet is flexible.
How do I keep the tracker current?
Add or update rows in the Google Sheets certification tracker whenever a new hire joins or a certification is renewed. The Monday run will reflect the current data automatically.
Related templates
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