Follow up on outstanding ediscovery service quotes before they go cold
Every morning, WebRun reads open ediscovery service quotes from a Google Sheet, identifies those past the follow-up window, checks whether the prospect's matter is already in Relativity, drafts a personalized follow-up email for each, and saves the drafts in Gmail for a business development rep to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
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 open quotes past the follow-up window
google.com How to Automate Google Sheets
WebRun opens Google Sheets to read open quotes past the follow-up window. - Open the quote pipeline tracker in Google Sheets
- Filter for quotes in Open status sent more than 3 business days ago with no recorded response
- Capture prospect name, contact email, quote number, estimated document volume, and quote date
Done when All open quotes past the follow-up window are captured with prospect contact details.
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2
Relativity - check if prospect matter already exists
relativity.com How to Automate Relativity
WebRun opens Relativity to check if prospect matter already exists. - Search Relativity for an existing matter or client record matching the prospect name
- If a matter already exists, note the workspace ID and matter name for the follow-up email
- If no matter exists, mark the prospect as net-new in the context for the draft
Done when Each prospect is matched to an existing Relativity matter or marked as new.
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3
Gmail - draft personalized follow-up emails
gmail.com How to Automate Gmail
WebRun opens Gmail to draft personalized follow-up emails. - Draft a personalized follow-up email for each prospect referencing the quote number, document volume estimate, and days since the quote was sent
- Mention any existing matter relationship if a Relativity record was found
- Save all drafts without sending - a business development rep must review and send each one
Done when A Gmail draft follow-up email exists for each prospect with an open, aged quote.
How do I automatically follow up on outstanding ediscovery service quotes?
Every morning, WebRun reads open ediscovery service quotes from Google Sheets, checks whether a Relativity matter already exists for each prospect, and drafts a personalized follow-up email in Gmail for every quote past the three-day response window. Business development reps review and send each draft, so no quote goes cold without a professional nudge.
- Every aged quote gets a personalized follow-up draft within hours of passing the response window
- Drafts reference existing Relativity matters for a warmer, more informed outreach
- No prospect email is sent without a human reviewing the content first
Built for ediscovery vendors · litigation support sales teams · legal technology providers · law firm business development
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 follow-up emails to prospects automatically?
No. Every follow-up is saved as a Gmail draft. The business development rep must review each draft for tone and accuracy, then send it manually. Nothing goes to a prospect without human approval.
How do I mark a quote as responded to so it stops getting follow-up drafts?
Update the status column in the Google Sheets quote tracker to Responded or Won or Lost. WebRun only drafts follow-ups for quotes still in Open status with no recorded response.
Can it follow up with law firms and corporate legal departments differently?
Yes. Add a prospect-type column to your Google Sheets tracker and configure different follow-up templates for each type in the settings.
Related templates
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