How to Automate Captira

Captira automates the agency side well. Text reminders go to defendants and indemnitors for court dates and payments, check-ins capture location and a photo, payment plans run themselves, and Defendant Watch flags a re-arrest. Watching the county's own docket for a reset date is the part still done by hand.

A bail bond keeps the agency liable until the case is over

Captira is management software for bail bond agencies, and the business it holds is unlike most of what runs on a laptop. Writing a bond is not selling a service and moving on. It is promising a court that a named person will appear, and putting up the money if they do not.

So the file on each bond is a liability that stays open, sometimes for a year. The defendant, the indemnitor who signed and put up collateral, the power number, the charges, the court, the next date, the premium still owed.

The agencies running it are small. A handful of agents, often one family, covering a county or two, on call at two in the morning because that is when people get arrested.

There is no back office. The person who wrote the bond at midnight is the one doing the paperwork at nine.

Between bonds, the job is reading other people's websites

Court dates move. A case is continued, a hearing is reset, a plea date is added, and the notice goes to the defendant and the attorney.

The agency, which is the party actually carrying the money, finds out by looking. So somebody opens the county's case search, types in a name, reads what changed, then does it again for the next hundred open bonds.

The rest is chasing. Premium payments that stopped after the third instalment. An indemnitor who still has not sent the document they promised at signing. A defendant who has missed two check-ins and whose phone now rings out. A forfeiture notice with a deadline counted in days, where the gap between remembering and forgetting is the full face value of the bond.

None of that takes skill. All of it takes somebody at a screen, on a day when they were also out writing bonds.

The captira.com homepage, the app these three jobs run in. Captira
The date that moved overnight Every open bond checked against the court's own record, so a reminder never goes out carrying a hearing that has been reset.
Forfeiture deadlines counted down A notice picked up the day it posts, with the days remaining on it, because the face value of the bond turns on that date.
Nothing sent without an agent Messages to defendants, indemnitors and courts are drafted and wait, because here a wrong message is not a service complaint.

Captira automates the reminders it has a phone number for

Captira automates a good deal of this, and an agency should be running all of it before adding anything on top.

Automated text reminders go to defendants and indemnitors for court dates, scheduled check-ins and payments. Automated check-ins send a link by SMS that captures the defendant's location and a photo, with an alert if it comes from outside a geo-fence you have drawn. Automated payment plans keep the premium instalments moving without somebody ringing every week. Defendant Watch tells you if one of your defendants is arrested again anywhere in the country, which is usually the first sign a bond is about to become a problem.

That is a serious set of tools, and the arrest alert alone justifies the software.

Every one of them starts from something Captira already holds: a phone number, a payment schedule, a check-in rule, a name on a watch list. The court's own record is not something Captira holds. Neither is the county case search, the clerk's docket where a continuance first appears, the jail roster three counties over, or the forfeiture notice posted as a PDF on a court portal. Those publish to whoever signs in and looks.

A court date changes and nobody tells the bondsman

The court's record and the agency's board hold two versions of the same date, and they can be compared every morning.

Every open bond checked against the court's own record before the office opens, so a date reset on Thursday afternoon is on the board on Friday and the reminder carries the new date. That single failure, a text confirming a hearing that has already moved, is how somebody ends up at the courthouse on the wrong day.

A forfeiture notice picked up when it posts, with the days remaining counted against the deadline, because the exposure on that bond turns on a date somebody has to notice. The jail roster read for names already on your books, so a re-arrest is known before the surety asks. Dispositions watched, so a closed case becomes a bond that can be exonerated and a file finally shut.

The boundary is set by the work itself, not by preference. Reading a public docket and comparing it with the file can run unattended all night. Anything reaching a defendant, an indemnitor, a court or a surety goes in front of an agent first. A person's liberty and somebody's house are at the other end.

Checking a docket is clerical, calling a defendant is not

Reading a county case search and writing down what changed is clerical work with expensive consequences behind it. The reading can be handed over. The deciding cannot.

WebRun is an AI agent that works a real Chrome browser, signed in as your agency is. It opens the county case search, the jail roster and the court's docket, reads what each one shows, and brings back a list: what moved, what posted, who was booked again, which deadline is closest.

It runs on your schedule in your own private environment, and a workflow can be locked to a named list of sites. Nothing goes to a defendant, an indemnitor or a court without an agent reading it first.

The workflows below are already built, and each one names what it opens.

Questions people ask

Will it text our defendants on its own?

No. Messages to defendants and indemnitors are drafted and left for an agent to send. Captira's own reminders are the right tool for the scheduled texts. What this adds is checking the court's record first, so the date in the message is the one currently set.

Can it file anything with a court or report to a surety?

No. It reads: dockets, case searches, jail rosters and forfeiture notices, then reports what changed and what is due. Filing, posting and anything sent to a surety carries a signature, and that stays with a licensed person at the agency.

Is it safe to point this at county court websites?

It opens the same pages an agent would open, signed in as your agency where a login is needed. Sessions stay in your own private environment, a workflow can be locked to a named list of sites, and you can watch a run and stop it. It reads what is published and submits nothing.

13 ready-made Captira workflows

Each one names the apps it touches and the exact steps it takes. Open one to read what it will do, then turn it on.

Automated Bail Bond Review Request Drafts
WebRun finds recently discharged bonds in Captira where the defendant appeared and the indemnitor had a smooth experience, and drafts a review request for each so your agents can send at the right moment.
CaptiraGmailGoogle Sheets
Automated Bail Bond Quote Follow-Up Drafts
WebRun reviews prospects in Captira who received a quote but have not converted, and drafts a personalized follow-up text for each so your agents can send with one tap.
CaptiraTwilioGoogle Sheets
Automated Bail Bond Payment Plan Chaser
WebRun checks Captira and QuickBooks each morning for missed payment plan installments, drafts a polite reminder for each indemnitor, and gives your team a chase list in Slack so overdue accounts get prompt attention.
CaptiraQuickBooksSlack
Automated Captira Bail Lead Routing
WebRun reviews every new online bail application in Captira, checks agent availability and workload, and routes each lead to the right agent with an immediate Slack alert so no prospect waits.
CaptiraSlackGoogle Sheets
Automated Bail Bond Indemnitor Document Chaser
WebRun reviews Captira each morning for indemnitors who have not submitted required documents, and drafts a polite follow-up for each so your agents can get every file completed without manual chasing.
CaptiraDocuSignGmail
Automated Bail Bond Exception and Incident Alerts
WebRun monitors Captira throughout the day for high-risk events such as re-arrest alerts, missed check-ins, or payment failures, and immediately notifies your agency via Slack and Telegram so no critical incident goes unaddressed.
CaptiraSlackTelegram
Automated Bail Bond Forfeiture Deadline Alerts
WebRun reviews active bonds in Captira every morning for upcoming forfeiture deadlines and remittitur windows, and immediately alerts your agents and manager in Slack so no deadline is missed.
CaptiraSlackGoogle Calendar
Automated Bail Bond Defendant Check-In Reminders
WebRun reviews Captira each morning for defendants whose scheduled check-in is due today or overdue, drafts a reminder SMS for each, and posts a compliance digest to Telegram so your agents know who needs attention.
CaptiraTwilioTelegram
Automated Bail Agency Daily Dispatch Digest
Every morning, WebRun compiles a complete daily briefing from Captira covering court dates, check-ins due, new leads, and at-risk bonds, and posts it to Slack so every agent and manager knows exactly what needs attention today.
CaptiraSlack
Automated Bail Bond Client Onboarding Kickoff
WebRun detects new bonds executed in Captira, sends DocuSign agreements to the indemnitor for signature, and posts an onboarding checklist to your team in Slack so every new client starts with a complete, consistent process.
CaptiraDocuSignSlack
Automated Bail Bond Court Date Reminders
WebRun checks Captira each morning for upcoming court dates, drafts reminder texts for each defendant and indemnitor, and queues them for your review before anything is sent.
CaptiraTwilioSlack
Automated Bail Bond Contract Renewal Reminders
WebRun reviews Captira each week for bonds with indemnity agreements approaching their annual review date, and drafts a renewal notice for each indemnitor so your agents can keep every file current.
CaptiraMailchimpGoogle Sheets
Automated Bail Agent Certification Expiry Tracker
WebRun reviews your agent certification records in Google Sheets each week and cross-checks them against Captira, then posts a Slack digest listing every license and continuing education requirement expiring in the next 90 days.
CaptiraGoogle SheetsStripe

Want one of these running on your own Captira?

Show WebRun the process once and it will run it on schedule, in your own private browser environment.