Automated Relativity Matter Onboarding Kickoff
When a new matter workspace is created in Relativity, WebRun reads its key details, builds a Google Calendar milestone schedule for data collection, processing, review, and production, and posts a kickoff message to the matter Slack channel so the team starts aligned from day one.
How do I automatically kick off onboarding when a new ediscovery matter is created?
When a new workspace is created in Relativity, WebRun reads the matter details, builds a structured Google Calendar milestone schedule covering collection through production, and posts a pinned kickoff message to Slack tagging the responsible attorneys and project managers. Every new matter starts with the team aligned and key dates on the calendar.
- Every new matter gets a structured milestone calendar within minutes of creation
- The team starts every case with the same consistent kickoff and context
- No matter falls through the cracks during the critical early setup phase
Built for ediscovery project managers · litigation support teams · law firm legal ops · 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 - read new matter details
relativity.com
WebRun opens Relativity to read new matter details. - Detect the new matter workspace and open its Matter Details screen
- Capture matter name, client, responsible attorney, opposing counsel, and court deadline
- Record the custodian list and initial document volume estimate if available
Done when All key matter details are captured from the Relativity workspace.
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2
Google Calendar - create milestone schedule
calendar.google.com
WebRun opens Google Calendar to create milestone schedule. - Create a shared matter calendar with the matter name
- Add milestone events for data collection close, processing complete, first-pass review complete, QC complete, and production deadline
- Invite the responsible attorney and litigation support lead as calendar guests
Done when A milestone calendar is live in Google Calendar with all key dates and the right people invited.
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3
Slack - post team kickoff message
slack.com
WebRun opens Slack to post team kickoff message. - Post a kickoff message to the litigation team channel with matter name, client, responsible attorney, and a link to the Relativity workspace
- Include a summary of the calendar milestones and tag the attorneys and PMs involved
- Pin the kickoff message in the channel for easy reference
Done when The team has a pinned kickoff message in Slack with all matter details and milestone dates.
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 notify clients or opposing counsel?
No. WebRun only posts internally to Slack and creates calendar events for your team. Any external communication to clients or opposing counsel is drafted separately for attorney review.
What if the court deadline is not yet set when the matter is created?
WebRun creates the calendar with placeholder milestones and marks the production deadline as TBD. Update the Relativity matter details when the deadline is confirmed and re-run to refresh the calendar.
Can it create a dedicated Slack channel for the new matter?
Yes. Enable the channel-creation option in the settings and WebRun will create a private Slack channel named after the matter and invite the relevant attorneys and PMs.
Related templates
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