Chase incomplete financial affidavits for you
Every morning, WebRun opens Family Law Software, finds every financial affidavit that is still incomplete or unsigned, drafts a polite reminder email to each client in Gmail for your team to review, and posts a short chase list to Slack so nothing slips past the filing deadline.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I remind clients to finish their financial affidavit before the deadline?
WebRun checks Family Law Software every morning for financial affidavits that are still incomplete or unsigned, drafts a reminder naming the missing sections in Gmail, and leaves it unsent for your team to review. It also posts a Slack chase list ranked by days left before the deadline, so no affidavit misses its filing date.
- No affidavit misses its filing deadline unnoticed
- Clients get a personal reminder naming exactly what is missing
- Your team reviews every email before it reaches a client
Built for CDFAs · divorce attorneys · family law paralegals · divorce financial planners
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.familylawsoftware.comin a real browser with your saved login - no setup, no API keys. -
1
Family Law Software - find incomplete affidavits
- Open Family Law Software and filter financial affidavits to incomplete or unsigned
- Capture the client name, case number, and missing sections for each
- Note how many days remain before the filing deadline
Done when Every incomplete affidavit has been listed with its missing sections and deadline.
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2
Gmail - draft client reminders
gmail.com How to Automate Gmail
WebRun opens Gmail to draft client reminders. - Draft a polite, on-brand reminder naming the specific missing sections
- Leave every draft unsent in the outbox for your team to review
- Never send financial details to a client without a human reading it first
Done when A reviewable draft reminder exists for every incomplete affidavit.
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3
Slack - post the chase list
slack.com How to Automate Slack
WebRun opens Slack to post the chase list. - Post a chase list of clients still missing affidavit sections
- Sort by days remaining so the closest deadlines sit at the top
Done when Your team has today's affidavit chase list in Slack.
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 email clients about their financial affidavit without approval?
No. WebRun only drafts the reminder in Gmail and leaves it unsent. A person on your team reads and sends every email, so no financial detail reaches a client without review.
How does it know which affidavit sections are missing?
It reads the live completion status inside Family Law Software each morning, so it flags only the sections still marked incomplete or unsigned.
What happens once a client finishes their affidavit?
It reads the current status in Family Law Software on the next run, so a completed affidavit drops off the chase list automatically.
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