Chase missing financial documents for you
Every morning, WebRun opens Family Law Software, checks the required financial document list for each client against their shared Dropbox folder, and drafts a reminder email in Gmail naming exactly what is still missing before the affidavit deadline, left unsent for your team to review.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I remind clients about missing financial documents before a deadline?
WebRun checks the required financial document list in Family Law Software against each client's shared Dropbox folder every morning, and drafts a Gmail reminder naming only what is still missing ahead of the affidavit deadline. Every draft is left unsent for your team to review, so no document request reaches a client unattended.
- Clients within a week of deadline get flagged first
- No document already uploaded gets a redundant reminder
- Every reminder is reviewed by a person before it sends
Built for divorce attorneys · CDFAs · family law paralegals · legal assistants
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
www.familylawsoftware.comin a real browser with your saved login - no setup, no API keys. -
1
Family Law Software - list required documents
- Open Family Law Software and list the required financial documents per client
- Note the affidavit or filing deadline each document supports
- Flag clients within seven days of that deadline
Done when Every client within seven days of a deadline has a required document list.
-
2
Dropbox - check what has arrived
dropbox.com How to Automate Dropbox
WebRun opens Dropbox to check what has arrived. - Open each client's shared Dropbox folder
- Confirm which required documents have actually been uploaded
- Cross off anything already received
Done when Every required document has been checked against the shared folder.
-
3
Gmail - draft the reminder
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the reminder. - Draft a reminder naming only the documents still missing
- Leave every draft unsent for your team to review before sending
- Mention the deadline so the client understands the urgency
Done when A reviewable reminder draft exists for every client still missing documents.
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 the client about missing documents automatically?
No. WebRun only drafts the reminder in Gmail and leaves it unsent. Your team reviews and sends it, so no financial document request goes out unattended.
How does it know a document already arrived?
It checks the client's shared Dropbox folder each morning, so anything already uploaded is crossed off before the reminder is drafted.
Which clients does it prioritize?
It flags clients within seven days of their affidavit or filing deadline first, so the most time sensitive reminders get drafted before the rest.
Related templates
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