Automated Missing Document Worklists
Every morning, WebRun opens ExpertClear, finds engagements flagged as awaiting records, checks the matching case folder in Dropbox for what has actually arrived, and posts a Slack worklist of cases still blocked on documents from counsel so nothing stalls waiting on a file that never came.
How do I see which cases are waiting on documents from counsel automatically?
WebRun surfaces cases stalled on paperwork every morning. It opens ExpertClear to find engagements awaiting records, checks the matching Dropbox case folder for what has actually arrived, and posts a Slack worklist of cases still blocked on documents from counsel, naming the missing items so you can chase the right file before the case slips.
- Cases blocked on counsel surface every morning instead of stalling silently
- Documents received overnight drop off the list automatically from live Dropbox contents
- Follow-up requests to counsel stay drafts for your approval, never auto-sent
Built for expert witnesses · litigation consultants · forensic experts · expert practice 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
app.expertclear.comin a real browser with your saved login - no setup, no API keys. -
1
ExpertClear - find engagements awaiting records
expertclear.com
WebRun opens ExpertClear. - Open ExpertClear and list engagements marked as awaiting records or documents from counsel
- Capture the matter, the specific documents expected, and how long they have been outstanding
- Note the retaining firm and the workflow step held up by the missing files
Done when Every engagement awaiting documents is listed with what is expected and for how long.
-
2
Dropbox - check which files have arrived
dropbox.com
WebRun opens Dropbox. - Open the matching case folder in Dropbox for each waiting engagement
- Check which expected documents have actually landed since the last run
- Mark items received and leave only the genuinely missing ones outstanding
Done when Each waiting case shows exactly which expected documents are still missing.
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3
Slack - post the blocked-cases worklist
slack.com
WebRun opens Slack. - Post a worklist to Slack of cases still blocked on documents from counsel
- Show the matter, the missing items, and days outstanding, longest first
- Keep it internal, any follow-up request to counsel is drafted separately and never auto-sent
Done when You have today's worklist of document-blocked cases 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 it email counsel to chase the documents?
No, not on its own. This workflow posts an internal Slack worklist of blocked cases. Any follow-up request to counsel is drafted for your review and sent only after you approve it, so nothing goes out automatically.
How does it know a document already arrived?
It checks the matching case folder in Dropbox each morning and matches what has landed against the expected list in ExpertClear, so a file received overnight is marked complete and drops off the worklist.
Can it tell which documents are still missing?
Yes. It compares the documents expected on each engagement in ExpertClear against what is present in the Dropbox case folder, so the worklist names the specific items still outstanding rather than just flagging the case.
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