Automatic Subpoena Response Tracking
Each morning, WebRun checks the subpoena intake folder in Google Drive for new subpoenas and their response deadlines, pulls the specific transactions and records requested from the matter's CaseWare IDEA project, and stages the custodian of records certification in DocuSign, leaving both the document package and the certification unsent for the attorney to review before anything is produced.
How do I track subpoena response deadlines and stage the requested records for review?
Each morning, WebRun checks Drive for new subpoenas and their response deadlines, pulls the specific records each one requests from the matter's CaseWare IDEA project, and stages the custodian of records certification in DocuSign. Every certification and export stays unsent until the attorney reviews it, so nothing is ever produced or filed without a human sign-off.
- Subpoena deadlines get daily visibility instead of surfacing days before they are due
- Responsive records are exported and staged, not assembled from scratch at the deadline
- Nothing is produced or filed without the attorney's review and signature
Built for forensic accounting firms · litigation support teams · paralegals · records custodians
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
drive.google.comin a real browser with your saved login - no setup, no API keys. -
1
Google Drive - track subpoenas and deadlines
drive.google.com
WebRun checks the subpoena intake folder in Drive for new subpoenas and deadlines. - Open the subpoena intake folder and list any subpoena added since the last check
- Capture the issuing party, what is requested, and the response deadline
- Flag any existing subpoena with a deadline inside the next 5 days
Done when Every open subpoena is listed with its deadline and what is requested.
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2
CaseWare IDEA - pull the requested records
caseware.com
WebRun pulls and exports the specific records a subpoena requests from CaseWare IDEA. - Open the relevant matter's project and identify the specific transactions or records the subpoena requests
- Export the responsive records into a labeled folder
- Note anything requested that falls outside the project's existing data and needs to be sourced separately
Done when The responsive records for each subpoena are identified and exported.
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3
DocuSign - stage the custodian certification
docusign.com
WebRun stages the custodian of records certification in DocuSign, unsent. - Prepare the custodian of records certification for the exported records
- Attach the responsive record export as a reference
- Leave the envelope unsent, staged for the attorney's signature and review before anything is produced
Done when A staged, unsent certification sits ready in DocuSign for each subpoena nearing its deadline.
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4
Slack - report today's subpoena status
slack.com
WebRun posts today's subpoena response status to Slack. - Post the case team today's open subpoenas sorted by deadline
- Note which have records exported and a certification staged, and which are still in progress
- Flag anything inside the next 5 days at the top
Done when The team has today's subpoena status in Slack, sorted by deadline.
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 the records to opposing counsel or the court?
No. WebRun only exports the responsive records and stages the custodian certification in DocuSign, unsent. Nothing is produced or filed until the attorney reviews and sends it.
How does it know which records to pull?
It reads what the subpoena requests from the intake note in Drive and matches that against the transactions and records already in the matter's CaseWare IDEA project.
What if the subpoena asks for something outside the existing project data?
It flags that specifically as needing a separate source, rather than silently leaving it out of the export, so nothing requested goes unaddressed.
Related templates
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