Automated Patent Filing Status Updates for Clients
Every Friday, WebRun opens Anaqua AQX, reads the current status of each client's active patent applications, drafts a plain-language status update email per client in Gmail Drafts, and logs the summary to a Google Sheet. Attorneys review and send each email before it leaves the firm.
How do I automatically generate weekly patent filing status updates for clients?
Every Friday, WebRun reads the current status of each client's active patent applications from Anaqua AQX, drafts a plain-language weekly update email in Gmail for each client, and logs the full status snapshot to Google Sheets. Every email stays as a draft until the responsible attorney reviews and sends it.
- Clients receive a consistent weekly update without attorneys spending time writing from scratch
- Status changes since the prior week are highlighted so attorneys spot what needs a personal note
- Google Sheets gives partners a running history of every portfolio update sent
Built for IP law firms · patent prosecution teams · client relations managers · IP paralegals
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 - read current filing statuses per client
anaqua.com
WebRun opens Anaqua AQX to read current filing statuses per client. - Open Anaqua AQX and navigate to the client portfolio view
- For each active client, read the current status of all pending applications: filed, under examination, office action received, allowed, or granted
- Note any status changes since last Friday and highlight them
- Capture the application number, jurisdiction, and current stage for each matter
Done when A per-client list of filing statuses and changes since last week is compiled.
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2
Gmail - draft weekly status update emails for review
gmail.com
WebRun opens Gmail to draft weekly status update emails for review. - Draft a weekly status update email for each client with their portfolio summary
- Use plain language to describe each matter's status and any notable developments
- Leave every draft unsent in Gmail Drafts for the responsible attorney to review and personalise before sending
Done when A Gmail draft status update exists for each client, unsent and awaiting attorney review.
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3
Google Sheets - log the status snapshot for the record
google.com
WebRun opens Google Sheets to log the status snapshot for the record. - Open the Filing Status Log Google Sheet
- Append a row for each matter with this week's status, the prior status, and the change date
- Colour-code rows where the status changed this week so attorneys can spot updates at a glance
Done when This week's status snapshot is logged in Google Sheets with change highlighting.
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 status emails to clients without attorney review?
No. Every status email is left as an unsent draft in Gmail. The responsible attorney reads, edits if needed, and clicks Send. Nothing goes to a client without human sign-off.
Does it cover all patent jurisdictions in Anaqua?
Yes. It reads every active application across all jurisdictions recorded in Anaqua AQX, including PCT, US, EP, and national-phase matters.
Can different clients receive different update formats?
Yes. You can configure per-client templates during setup so each draft already matches the tone and detail level the client expects.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.