Automated Expert Case Stage Digest
Every morning, WebRun opens ExpertClear, reads every active engagement and its current workflow step, groups them by stage from intake through testimony, and posts a stage-by-stage digest to Slack so you and your team see exactly where each case stands at a glance.
How do I see all my expert witness cases by workflow stage automatically?
WebRun gives you a daily picture of every case. Each morning it opens ExpertClear, reads the current workflow step on every active engagement, groups them from intake through testimony, and posts a stage-by-stage digest to Slack. Stalled cases are called out, so your team sees exactly where each matter stands without opening a single file.
- You see every active case grouped by stage in one Slack post each morning
- Stalled cases are flagged automatically, so bottlenecks never hide
- The whole team shares one live picture of the pipeline without chasing statuses
Built for expert witnesses · expert practice managers · litigation consultants · forensic firms
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.expertclear.comin a real browser with your saved login - no setup, no API keys. -
1
ExpertClear - read each case and its stage
expertclear.com
WebRun opens ExpertClear. - Open ExpertClear and list every active engagement
- Read the current workflow step for each, from intake and records review through report and testimony
- Capture the firm, matter name, and how long each case has sat in its current step
- Flag any case stuck in one stage longer than usual
Done when Every active case is grouped by its current workflow stage with time-in-stage noted.
-
2
Slack - post the stage-by-stage digest
slack.com
WebRun opens Slack. - Post a digest to your Slack channel with a section per workflow stage
- List each case under its stage with the firm and time in that step
- Call out cases that have stalled so they are easy to spot
- Keep it an internal team digest, no client or counsel is contacted
Done when Your team has today's stage-by-stage case digest 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
Does this message clients or attorneys?
No. It is a purely internal Slack digest for you and your team. It summarizes where your cases stand by workflow stage and never contacts a client, firm, or opposing counsel.
How does it know a case has stalled?
It reads how long each engagement has sat in its current workflow step in ExpertClear and flags any that have lingered longer than your typical pace, so bottlenecks are easy to spot each morning.
Can I change how cases are grouped?
Yes. It groups by the workflow steps you use in ExpertClear, so the digest mirrors your own stages. Adjust the run settings to collapse or expand stages to match how you like to see the pipeline.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.