Chase clients for specimens and declaration signoff
Every Monday, WebRun opens Alt Legal, finds filings waiting on a specimen or a signed declaration, prepares the declaration in DocuSign, and drafts a polite chase email in Gmail left unsent so an attorney can review before it goes to the client.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I chase clients for trademark specimens and declaration signoff automatically?
Every Monday, WebRun opens Alt Legal, finds filings still waiting on a specimen or a signed declaration, and prepares the declaration in DocuSign. It drafts a polite chase email in Gmail and leaves both the message and the signature request unsent, so an attorney approves every client contact before a filing window closes.
- Filings waiting on signoff surface before the window closes
- The DocuSign declaration is prepared and ready to release
- Every chase and signature request is reviewed before it is sent
Built for trademark attorneys · IP paralegals · IP law firms · brand protection 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
app.altlegal.comin a real browser with your saved login - no setup, no API keys. -
1
Alt Legal - find filings missing signoff
altlegal.com How to Automate Alt Legal
WebRun opens Alt Legal to find filings waiting on a specimen or declaration. - Open Alt Legal and find filings still waiting on a specimen of use or a signed declaration
- Capture the mark, client, filing type, and the deadline the item is holding up
- Skip any client already chased this week
Done when Every filing missing a specimen or declaration is listed with its deadline.
-
2
DocuSign - prepare the declaration for signature
docusign.com How to Automate DocuSign
WebRun prepares the declaration in DocuSign, held for approval. - Prepare the declaration in DocuSign addressed to the right client signer
- Attach the correct mark details and filing reference so the client can sign in one click
- Leave the envelope ready to send but do not release it until an attorney approves. Never send the signature request on its own
Done when A DocuSign declaration is prepared and ready for attorney approval.
-
3
Gmail - draft the client chase
gmail.com How to Automate Gmail
WebRun drafts the specimen and declaration chase, left unsent for review. - Draft a polite chase email that names the missing specimen or declaration and the deadline it affects
- Reference the prepared DocuSign so the client knows exactly what to sign
- Leave the email saved as a draft for an attorney to review and send
Done when A chase email sits drafted and unsent for each waiting filing.
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 the chase or the signature request without me?
No. WebRun drafts the Gmail chase and prepares the DocuSign envelope, but leaves both for an attorney to review and release. Nothing goes to the client until a person approves it.
How does it know what is still missing?
WebRun reads each filing's status in Alt Legal and lists only those still waiting on a specimen of use or a signed declaration, so you chase real gaps rather than items already received.
Will it chase the same client twice?
No. WebRun skips any client already chased this week and reads the live status each run, so once a specimen or signed declaration lands, that filing 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.