Automated MyCase Stale Matter Follow-Ups
Every Monday, WebRun opens MyCase, finds open matters with no logged activity in the last two weeks, adds a 30 minute follow-up block to the responsible attorney's Google Calendar, and posts a Microsoft Teams alert so stale matters get a next step instead of quietly aging.
How do I find MyCase matters that have gone stale?
WebRun checks MyCase every Monday for open matters with no logged activity in the last two weeks. It books a 30 minute follow-up block on the responsible attorney's Google Calendar and posts a Microsoft Teams alert, so a matter that's gone quiet gets a scheduled next step instead of aging further without anyone noticing.
- Stale matters get a calendar follow-up before they go fully cold
- Attorneys see exactly how many days a matter has been inactive
- No client matter ages silently without a next scheduled step
Built for law firms · solo attorneys · legal practice managers · litigation support teams
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.mycase.com/loginin a real browser with your saved login - no setup, no API keys. -
1
MyCase - find matters with no recent activity
mycase.com
WebRun opens MyCase to find matters with no recent activity. - Open MyCase and review open matters
- Keep matters with no logged time entry, note, or task in 14 days
- Capture the matter name and responsible attorney for each
Done when Every stale matter is listed with its responsible attorney.
-
2
Google Calendar - block time to follow up
calendar.google.com
WebRun opens Google Calendar to block time to follow up. - Add a 30 minute follow-up block on the responsible attorney's calendar
- Title it with the matter name
- Schedule it for the next open slot this week
Done when Every stale matter has a follow-up block on the calendar.
-
3
Microsoft Teams - alert the attorney
microsoft.com
WebRun opens Microsoft Teams to alert the attorney. - Post an alert listing this week's stale matters by attorney
- Note how many days each has been inactive
- Leave the next action to the attorney
Done when Every attorney with a stale matter has been alerted in Teams.
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 close or update the matter in MyCase?
No. WebRun only reads matter activity and reports what's gone quiet. Updating the matter status or notes stays with the attorney.
Does it contact the client?
No. It only books internal calendar time and posts an internal Teams alert. WebRun never emails or calls the client directly.
How is stale defined?
A matter with no logged time entry, note, or task in the last 14 days. You can adjust that window to match how your firm works.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.