eディスカバリー
eディスカバリーの自動化テンプレート
eディスカバリー向けに、すぐに使えるワークフローを13件ご用意しています。どれもチームが毎週こなしている実際の業務を、いつものツールの中で処理します。よく使われるアプリは、Relativity、Google Sheets、Slackです。
Automated Relativity Review Batch Assignment Drafts
WebRun checks Relativity for unassigned review batches, drafts assignment request emails for each reviewer, and saves them to Gmail for a project manager to send.
Automated Relativity Review Batch Status Digest
WebRun checks every open review batch in Relativity each morning and posts a progress digest to Slack so project managers always know which batches need attention.
Automated eDiscovery Recurring Service Reminders
WebRun reads recurring ediscovery service schedules from a Google Sheet and drafts a personalized reminder email to each client contact before their next service cycle begins.
Automated eDiscovery Quote Follow-Up Drafts
WebRun reads open quotes from a Google Sheet, checks which ones are past the follow-up window, and drafts a personalized follow-up email in Gmail for each prospect so no quote sits ignored.
Automated Relativity Production Deadline Tracking
WebRun reads upcoming production deadlines from Google Sheets, checks review progress in Relativity, and posts a daily countdown digest to Slack so nothing is missed.
Automated Relativity Processing Exception Monitoring
WebRun checks Relativity for processing errors and exceptions each morning, logs them to a Google Sheet, and sends a Telegram alert when any exception count crosses your threshold.
Automated eDiscovery Invoice Chaser
WebRun finds overdue invoices in QuickBooks for ediscovery matters, drafts a polite reminder email for each client, and posts the outstanding balance list to Slack for the billing team.
Automated Relativity Matter Onboarding Kickoff
When a new matter is added to Relativity, WebRun drafts the onboarding checklist, creates a Google Calendar milestone schedule, and posts a kickoff message to Slack so the team starts aligned.
Automated Relativity Incident and Exception Alerts
WebRun monitors Relativity for processing failures, privilege log exceptions, and review holds, and sends an immediate Telegram alert to the litigation ops team when any incident crosses your threshold.
Automated Relativity Custodian Data Intake Chaser
WebRun checks Relativity for custodians with outstanding data submissions, drafts a polite follow-up email for each, and posts an internal status list to Slack.
Automated eDiscovery Contract Renewal Reminders
WebRun reads vendor and software contract expiry dates from Google Sheets, drafts a renewal reminder email for each, and queues DocuSign renewal documents for attorney signature when needed.
Automated eDiscovery Compliance Deadline Tracking
WebRun reads compliance and court deadlines from Google Sheets, cross-checks progress in Relativity, and sends a weekly priority digest to Slack with days remaining for each obligation.
Automated Reviewer Certification Expiry Tracking
WebRun reads reviewer certification expiry dates from a Google Sheet, sends a Twilio SMS reminder when a certification is nearing expiry, and logs the status to keep your team audit-ready.







