Kick off every new IP client onboarding without manual setup work
When a new client engagement is confirmed, WebRun opens Anaqua AQX and creates the client and matter records, sends an engagement letter envelope via DocuSign to the client for signature, and posts an internal onboarding checklist to the responsible attorney's Slack channel. The DocuSign envelope is drafted and reviewed before it is sent.
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- Under $0.01 per run
- Cancel anytime
How do I automatically kick off new IP client onboarding in Anaqua and DocuSign?
When a new client engagement is confirmed, WebRun creates the client and matter records in Anaqua AQX, prepares a DocuSign engagement letter draft for partner review, and posts a full onboarding checklist to the responsible attorney in Slack within minutes. The engagement letter stays as a draft until the partner approves and sends it to the client.
- A new client is fully set up in Anaqua with an assigned team within minutes of the engagement being confirmed
- The partner reviews a pre-filled engagement letter draft rather than building it from scratch
- The attorney starts with a structured 30-day onboarding checklist the moment a new matter is created
Built for IP law firms · patent firm partners · IP paralegals · IP firm administrators
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.anaqua.com/aqx-law-firmin a real browser with your saved login - no setup, no API keys. -
1
Anaqua AQX - create client and matter records
anaqua.com How to Automate Anaqua AQX
WebRun opens Anaqua AQX to create client and matter records. - Open Anaqua AQX and create a new client record with the company name, contact details, and responsible partner
- Create the initial matter record with the matter type, technology area, and anticipated filing jurisdictions
- Set the docket calendar to active so the Anaqua Law Engine begins tracking statutory dates
- Assign the responsible attorney and paralegal to the matter
Done when A fully configured client and matter record exists in Anaqua with the correct team assigned.
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2
DocuSign - prepare engagement letter envelope for review
docusign.com How to Automate DocuSign
WebRun opens DocuSign to prepare engagement letter envelope for review. - Prepare an engagement letter envelope in DocuSign using the firm's standard template
- Pre-fill the client name, matter type, fee schedule, and responsible attorney
- Leave the envelope in draft status for the partner to review and approve before it is sent to the client
Done when A DocuSign engagement letter draft exists, reviewed and awaiting partner approval before sending.
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3
Slack - post onboarding checklist to the responsible attorney
slack.com How to Automate Slack
WebRun opens Slack to post onboarding checklist to the responsible attorney. - Post an onboarding checklist to the responsible attorney's Slack channel
- Include the Anaqua matter number, the client contact, a link to the DocuSign draft, and the standard new-matter action items
- List the next three docket actions the attorney needs to take within the first 30 days
Done when The attorney has a complete onboarding checklist in Slack with links to Anaqua and DocuSign.
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 engagement letter to the client automatically?
No. The DocuSign engagement letter is prepared as a draft and left for the responsible partner to review and approve before it is sent to the client.
Does it handle conflicts checks before creating the matter record?
WebRun creates the matter record in Anaqua after a new engagement is confirmed. Conflicts checks should be completed as part of your intake process before triggering this workflow.
Can it set up matters for different IP types such as patents, trademarks, and designs?
Yes. You configure the matter type templates for each IP type during setup. WebRun selects the correct Anaqua matter template and DocuSign engagement letter based on the IP type provided.
Related templates
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