Automated UpCounsel Open Proposal Tracking
Every Monday, WebRun opens UpCounsel, checks proposals sent to prospective clients that are still awaiting a decision, logs each one to a Trello board with days pending, and posts a chase list to the business development team in Microsoft Teams.
How do I keep track of open UpCounsel legal proposals?
WebRun checks UpCounsel every Monday for proposals still awaiting a client decision, logs each one to a Trello board with days pending, and posts a chase list to the business development team in Microsoft Teams, so a strong proposal never goes cold just because nobody followed up.
- Open proposals are chased weekly instead of forgotten
- Proposals over two weeks old get flagged for priority follow-up
- Decided proposals drop off the list automatically
Built for solo attorneys · law firm business development · legal marketplaces · freelance lawyers
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.upcounsel.comin a real browser with your saved login - no setup, no API keys. -
1
UpCounsel - find proposals awaiting a decision
upcounsel.com
WebRun opens UpCounsel to find proposals awaiting a decision. - Open UpCounsel and review sent proposals
- Find proposals with no client decision yet
- Note the client, scope, and days pending for each
Done when Every open proposal has been listed with how long it's been pending.
-
2
Trello - log proposals on a board
trello.com
WebRun opens Trello to log proposals on a board. - Open the proposals board in Trello
- Create or update a card per open proposal with days pending
- Move proposals over two weeks old to a priority list
Done when Every open proposal is logged on the board with its status.
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3
Microsoft Teams - post the chase list to the team
microsoft.com
WebRun opens Microsoft Teams to post the chase list to the team. - Post the chase list to the business development channel
- Flag proposals open more than two weeks first
- Leave the follow-up call or message to the attorney
Done when The team has this week's proposal chase list 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
Will it contact the prospective client?
No. WebRun only tracks open proposals and reports them. It never emails, calls, or messages a prospective client on its own.
How does it prioritize the list?
Proposals are sorted by days pending, and anything open more than two weeks is flagged first so the oldest opportunities get followed up sooner.
What happens once a proposal is accepted or declined?
It reads the live status in UpCounsel each Monday, so a decided proposal drops off the chase list automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.