Templates
Workflow templates.
Deploy with one click.
Pick a ready-made automation and turn it on — each one handles a real job your team does every week, right inside the tools you already use. Customize anything.
Forensic Accounting
Automated CaseWare IDEA Anomaly Alerts
Every night, WebRun runs CaseWare IDEA's exception tests against the day's transaction data, logs every flagged item to a Google Sheet with the test that caught it, and pings you on Telegram the moment a high-risk anomaly needs a closer look.
Forensic Accounting
Automatic Subpoena Response Tracking
Each morning, WebRun checks Drive for subpoenas received and their response deadlines, pulls the specific records requested from the matter's CaseWare IDEA project, and prepares the custodian certification in DocuSign, leaving it unsent for the attorney to review and file.
Forensic Accounting
Automatic Litigation Deadline Tracking
Each morning, WebRun checks Google Calendar for discovery, filing, and report deadlines in the next two weeks, checks whether the related CaseWare IDEA analysis is on track, and pings the case team on Telegram with what's due and what still needs work.
Forensic Accounting
Automatic Fraud Red Flag Escalation
Every hour, WebRun checks CaseWare IDEA for red flags that cross a high-severity threshold, pings you on Telegram right away, and drafts an escalation memo in Gmail, left unsent, so a partner reviews it before anyone outside the firm hears a word.
Forensic Accounting
Automatic Expert Witness Report Draft Reminders
Each morning, WebRun checks the expert report draft in Drive against the CaseWare IDEA project's completed tests, and pings the report writer on Telegram with which sections and exhibits are still outstanding before the filing deadline.
Forensic Accounting
Automatic Forensic Evidence Intake Tracking
Whenever new evidence files are uploaded to Drive, WebRun catalogs each one, registers it as a data source in CaseWare IDEA, and posts your team a Slack summary of what arrived, from whom, and what still needs a source file.
Forensic Accounting
Automatic Forensic Engagement Letter Reminders
Each morning, WebRun opens DocuSign, finds engagement letters sent but still unsigned, cross-checks the case list in CaseWare IDEA to see which matters are queued for analysis, and drafts a signature reminder in Gmail for you to review before it goes out.
Forensic Accounting
Automated Evidence Chain of Custody Logging
Every time evidence changes hands, WebRun logs the transfer to a Google Sheet, records which files moved in or out of Drive, and notes any file newly imported into the matter's CaseWare IDEA project, so the custody trail stays complete without anyone filling in a form.
Forensic Accounting
Automatic Forensic Deposition Prep Checklist
Each morning, WebRun checks Google Calendar for depositions in the next seven days, pulls the exhibit-ready findings for that matter from CaseWare IDEA, and posts your case team a Slack checklist of exhibits, exceptions, and open questions before you walk in.
Forensic Accounting
Automated Damages Calculation Summary
Every Monday, WebRun pulls the week's CaseWare IDEA test results into the damages model in Google Sheets, recalculates the running total, and drafts a summary email to the instructing attorney in Gmail for you to review before it goes out.
Forensic Accounting
Automatic Engagement Billing Reconciliation
Every Monday, WebRun pulls logged time from QuickBooks Online for each forensic accounting matter, checks progress against the planned analytic tests in CaseWare IDEA, and posts your team a Slack alert for any engagement burning budget faster than its analysis is progressing.
Forensic Accounting
Automated Forensic Accounting Case Status Updates
Every Monday, WebRun opens Clio to check each matter's status, pulls this week's finished CaseWare IDEA tests and open items, and drafts a status update to the instructing attorney in Gmail, left unsent for you to review before it goes out.
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