Get a daily digest of new client intakes
Every morning, WebRun opens Lawmatics, checks for new intake submissions since yesterday, saves each intake form and any uploaded documents to Google Drive, and sends the intake coordinator a Twilio text summarizing who's new and what they need.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I get a daily digest of new Lawmatics client intakes?
WebRun checks Lawmatics every morning for new client intake submissions since the day before, saves each intake form and its documents to a named Google Drive folder, and texts the intake coordinator a digest of who's new, so overnight submissions get organized and followed up the same day.
- New intakes are organized and followed up the same day
- Intake documents are saved and named automatically in Google Drive
- The coordinator starts the day with a ready-made digest by text
Built for law firm intake coordinators · legal marketing teams · practice managers · client relations staff
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
www.lawmatics.comin a real browser with your saved login - no setup, no API keys. -
1
Lawmatics - check for new intake submissions
lawmatics.com
WebRun opens Lawmatics to check for new intake submissions. - Open Lawmatics and review the intake pipeline
- Find submissions received since yesterday
- Note the prospective client's name, matter type, and any uploaded documents
Done when Every new intake since yesterday has been captured.
-
2
Google Drive - save intake forms and documents
drive.google.com How to Automate Google Drive
WebRun opens Google Drive to save intake forms and documents. - Open the client intake folder in Google Drive
- Save each new intake form and its uploaded documents
- Name the folder with the prospective client's name and matter type
Done when Every new intake's documents are saved and organized.
-
3
Twilio - text the intake coordinator a digest
twilio.com How to Automate Twilio
WebRun opens Twilio to text the intake coordinator a digest. - Send a text to the intake coordinator summarizing today's new intakes
- List each prospective client and matter type
- Never send an engagement letter or accept the matter. Leave that to the coordinator
Done when The intake coordinator has been texted today's new intake digest.
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 an engagement letter or accept a new client?
No. WebRun only organizes intake submissions and reports them. It never sends an engagement letter or accepts a matter on its own.
Where do intake documents go?
Each new intake's form and uploaded documents are saved to a named folder in Google Drive, so the file is ready before the coordinator's first call.
What if there are no new intakes overnight?
The text simply says there's nothing new, so you always know the digest ran even on a quiet day.
Related templates
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