Automated Environmental Consulting Contract Renewal
Every Monday, WebRun checks Locus Technologies for client service agreements expiring within 90 days, identifies the account manager and contract details for each, prepares a draft renewal proposal ready for DocuSign, and alerts the account manager in Slack with a summary so they can personalise and send the renewal package.
How do I automatically track and renew expiring environmental consulting contracts?
WebRun checks Locus Technologies every Monday for client service agreements expiring within 90 days, prepares a draft renewal envelope in DocuSign for each, and alerts the responsible account manager in Slack. Every proposal waits for the account manager to review terms and approve before reaching the client.
- Every expiring client contract surfaces 90 days early for timely renewal conversations
- Draft renewal envelopes are prepared in DocuSign before the account manager is even alerted
- Contracts expiring within 30 days are flagged urgent so nothing lapses without a response
Built for environmental consulting account managers · EHS firm principals · environmental consulting business development teams · remediation contract managers
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
www.locustec.comin a real browser with your saved login - no setup, no API keys. -
1
Locus Technologies - find contracts expiring within 90 days
locustec.com
WebRun opens Locus Technologies to find contracts expiring within 90 days. - Open Locus Technologies and review active client service agreements
- Filter for agreements with expiry dates within 90 days
- Capture client name, contract value, expiry date, scope of services, and responsible account manager
Done when Every client contract expiring within 90 days is listed with its details.
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2
DocuSign - prepare draft renewal proposal envelope
docusign.com
WebRun opens DocuSign to prepare draft renewal proposal envelope. - Create a draft renewal proposal envelope in DocuSign for each expiring contract
- Pre-populate the client name, scope of services, and proposed renewal term from the Locus record
- Leave every envelope as a draft for the account manager to review, finalise terms, and send. Never send automatically.
Done when A draft DocuSign envelope is prepared for each expiring contract, awaiting account-manager review.
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3
Slack - alert account manager to review and send
slack.com
WebRun opens Slack to alert account manager to review and send. - Alert the responsible account manager in Slack with a summary of each expiring contract
- Include the client name, expiry date, contract value, and a link to the draft DocuSign envelope
- Flag contracts expiring within 30 days as urgent
Done when Each account manager has a Slack alert for every contract requiring renewal.
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 renewal proposals to clients without my approval?
No. Every DocuSign envelope is left as a draft for the account manager to review, adjust terms, and send. Nothing goes to a client without human sign-off.
What if a contract has already been renewed or cancelled?
It reads the live contract status in Locus Technologies each Monday, so any agreement already renewed or terminated is excluded from the renewal alert automatically.
Can it handle multi-year renewals or scope changes?
It prepopulates the renewal envelope with the existing scope and term as a starting point. The account manager reviews the draft and can adjust the term length, scope, or pricing before sending.
Related templates
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