Chase unsigned forensic engagement letters
Every morning, WebRun opens DocuSign, finds engagement letters sent but not yet signed, cross-checks CaseWare IDEA to flag any matter queued for analysis without a signed letter on file, drafts a polite reminder to each client in Gmail, and posts your team a Slack list of who still needs to sign.
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How do I automatically remind clients to sign forensic accounting engagement letters?
Every morning, WebRun opens DocuSign to find engagement letters sent but still unsigned, cross-checks CaseWare IDEA to flag any matter queued for analysis without a signed letter, drafts a reminder to each client in Gmail, and leaves every draft unsent for review. Your team gets a Slack list of who still needs to sign.
- Unsigned engagement letters surface every morning, not at case deadline
- Matters queued for analysis without a signed letter get flagged before work starts
- Each reminder is drafted and waiting, so you only review and send
Built for forensic accounting firms · fraud examiners · litigation support teams · CPA firms
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
app.docusign.comin a real browser with your saved login - no setup, no API keys. -
1
DocuSign - find unsigned engagement letters
docusign.com How to Automate DocuSign
WebRun opens DocuSign to find engagement letters still awaiting signature. - Open DocuSign and filter envelopes to sent but not yet signed
- Capture the client, matter name, value, and days since it was sent
- Skip any envelope already nudged in the last three days
Done when Every sent but unsigned engagement letter is listed with its value and days outstanding.
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2
CaseWare IDEA - flag matters queued for analysis
caseware.com How to Automate CaseWare IDEA
WebRun checks CaseWare IDEA for matters scheduled to start before their letter is signed. - Open the CaseWare IDEA project list and check which matters are scheduled to start analysis
- Cross-reference scheduled matters against the unsigned list from DocuSign
- Flag any matter where analysis is queued but the engagement letter is not yet signed
Done when Every matter queued for analysis has a signature status attached.
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3
Gmail - draft signature reminders
gmail.com How to Automate Gmail
WebRun drafts a signature reminder for each client and leaves it unsent. - Draft a polite, on-brand signature reminder to each client referencing their specific engagement letter
- Put matters flagged as queued for analysis at the top
- Save every message as a draft and leave it unsent for you to review
Done when A signature reminder draft sits ready in Gmail for every unsigned engagement letter.
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4
Slack - list who still needs to sign
slack.com How to Automate Slack
WebRun posts the day's unsigned engagement letter list to Slack. - Post the engagement team a list of clients who have not signed yet
- Sort by days outstanding, with matters queued for imminent analysis first
- Note that reminder drafts are waiting in Gmail for review
Done when The team has today's unsigned engagement letter 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 without me?
No. WebRun only drafts each signature reminder in Gmail and leaves it unsent. You read every message and click send, so no reminder reaches a client without your approval first.
How does it decide which matters to flag first?
It cross-checks the CaseWare IDEA project list against DocuSign's signature status, so any matter scheduled to start analysis without a signed letter on file gets flagged and moved to the top of the list.
Will it nudge a client who already signed?
No. WebRun reads the live envelope status in DocuSign each morning and skips anyone who has signed, plus anyone already nudged in the last three days.
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