Automated eDiscovery Quote Follow-Up Drafts
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.
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
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
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
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
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 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
Put this on autopilot.
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