Keep expert report drafts on schedule
Each morning, WebRun opens the shared expert report draft in Google Drive, checks its section and exhibit status, cross-checks which CaseWare IDEA tests still need to finish before those exhibits can be finalized, and pings the report writer on Telegram with exactly what is outstanding and how many days remain to the deadline.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I keep an expert witness report draft on track before the deadline?
Each morning, WebRun opens the shared expert report draft in Google Drive, checks which sections are complete, and cross-checks CaseWare IDEA to see which exhibits still depend on a test that has not finished. It pings the report writer on Telegram with exactly what is outstanding and the days remaining to the filing deadline.
- Report sections get a daily status check instead of a scramble before filing
- Exhibits blocked on unfinished analysis are caught before the writer hits that section
- No message at all on days when nothing changed, so alerts stay meaningful
Built for forensic accounting experts · expert witnesses · 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.
-
WebRun signs in and gets to work
Opens
drive.google.comin a real browser with your saved login - no setup, no API keys. -
1
Google Drive - check the report draft status
drive.google.com How to Automate Google Drive
WebRun opens the shared expert report draft in Drive to check its status. - Open the shared expert report draft and read each section heading
- Note which sections are marked complete, in progress, or not started
- Check the report's target filing date against today's date
Done when Every section of the draft has a status and the days to deadline is known.
-
2
CaseWare IDEA - check which exhibits are ready
caseware.com How to Automate CaseWare IDEA
WebRun checks CaseWare IDEA to see which report exhibits are still blocked on analysis. - Open the matter's project and check which planned analytic tests are complete
- Identify any exhibit referenced in the report draft that depends on a test still running
- Flag exhibits that cannot be finalized until analysis finishes
Done when Every report exhibit is matched to its underlying test's completion status.
-
3
Telegram - ping the writer what's outstanding
telegram.org How to Automate Telegram
WebRun pings the report writer on Telegram with what's still outstanding. - Message the report writer with which sections are still open and which exhibits are blocked on analysis
- Lead with the days remaining to the filing deadline
- Skip the message entirely on a day when nothing changed since yesterday
Done when The writer has today's outstanding sections and blocked exhibits, or no message if nothing changed.
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 edit or write the report itself?
No. WebRun only reads the section headings and status you have already set in the draft. It never writes, rewrites, or deletes any part of the expert report.
How does it know an exhibit is blocked?
It matches each exhibit referenced in the draft to the CaseWare IDEA test it depends on, and flags the exhibit as blocked whenever that underlying test is still running.
Will it message me every single day, even with no changes?
No. It skips the Telegram message on any day when nothing has changed in the draft or the test status since the last check, so you only hear from it when there is something to act on.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.