Set up a document checklist for every new NetDocuments matter
Every hour, WebRun checks NetDocuments for matters created since the last run, builds a standard document checklist in Notion for each one, and adds a row to Google Sheets so every new matter starts with the same required documents tracked from day one.
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How do I set up a document checklist for every new NetDocuments matter?
WebRun checks NetDocuments every hour for matters created since the last run. It builds a Notion checklist of the required documents for that matter type and adds a row to Google Sheets to track it, so every new matter starts with the same document checklist instead of relying on someone remembering what's needed.
- Every new matter gets the same required document checklist
- Nothing required is missed because someone forgot to ask
- The matter log stays current without a manual spreadsheet update
Built for law firms · legal operations · professional services firms · document management teams
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.netdocuments.comin a real browser with your saved login - no setup, no API keys. -
1
NetDocuments - find newly created matters
netdocuments.com
WebRun opens NetDocuments to find newly created matters. - Open NetDocuments and check for workspaces created since the last run
- Capture the matter name, client, and matter type for each
- Note the responsible attorney
Done when Every newly created matter is listed with its type and attorney.
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2
Notion - build the document checklist
notion.so How to Automate Notion
WebRun opens Notion to build the document checklist. - Create a checklist page for each new matter using the standard template for its matter type
- List the required documents such as engagement letter and conflict check
- Assign the checklist to the responsible attorney
Done when Every new matter has a Notion checklist with its required documents.
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3
Google Sheets - log the matter and status
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log the matter and status. - Append a row for each new matter with its type and attorney
- Set the status to checklist started
- Update the row as checklist items are completed
Done when The matter log sheet reflects every newly created matter.
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 upload or file any documents itself?
No. WebRun only creates a checklist of what's required. Uploading, drafting, or filing an actual document into NetDocuments stays with the attorney or paralegal.
How does it know which documents are required?
You give WebRun a standard checklist per matter type, such as litigation or transactional, and it applies the matching one to each new matter.
What happens if a matter type isn't covered?
It's still logged to Google Sheets and flagged so someone can add a checklist template for that matter type.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.