Chase custodians who have not submitted their data yet
Every morning, WebRun opens Relativity, identifies custodians whose data has not yet been received, drafts a polite follow-up email for each, and posts an overdue-intake list to Slack so the team can track progress without chasing people manually.
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- Under $0.01 per run
- Cancel anytime
How do I automatically chase custodians who have not submitted their data?
WebRun checks Relativity every morning for custodians with outstanding data submissions, drafts a polite follow-up email for each in Gmail for human review, and posts an overdue-intake list to Slack. The team sees who is late and how many days, while no email reaches a custodian without attorney approval.
- No overdue custodian slips through without a drafted follow-up
- Attorneys see the full intake status list each morning without logging into Relativity
- Follow-up emails are consistent and professional every time
Built for ediscovery teams · litigation support · law firms · corporate legal departments
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
relativity.onein a real browser with your saved login - no setup, no API keys. -
1
Relativity - identify custodians with outstanding submissions
relativity.com How to Automate Relativity
WebRun opens Relativity to identify custodians with outstanding submissions. - Open Relativity and navigate to the Custodians section of the active matter
- Filter for custodians whose collection status is pending or not started
- Capture each custodian name, matter, assigned attorney, and days since request
Done when Every custodian with an outstanding submission is listed with their contact details and matter context.
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2
Gmail - draft follow-up emails for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft follow-up emails for review. - Draft a polite, professional follow-up email for each overdue custodian
- Reference the original request date and the matter name in each draft
- Save all drafts to the Gmail Drafts folder without sending - a reviewer must approve before any email goes out
Done when A ready-to-send draft email exists in Gmail for every overdue custodian.
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3
Slack - post overdue-intake status list
slack.com How to Automate Slack
WebRun opens Slack to post overdue-intake status list. - Post a summary list to the litigation team channel naming each overdue custodian and days outstanding
- Flag custodians who are more than five days overdue at the top of the list
Done when The team has today's overdue-intake status list in Slack.
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 custodians automatically?
No. WebRun saves every follow-up email as a Gmail draft. A human reviewer must open the draft, confirm the content, and send it manually. Nothing goes out without approval.
How does it know which custodians are overdue?
It reads the live collection status for each custodian in Relativity on every run, so anyone who has submitted data since the last check is automatically skipped.
Can it handle multiple active matters at once?
Yes. Configure it with the Relativity workspace IDs for each active matter and it will check all of them in a single run, grouping the Slack list by matter.
Related templates
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