How to Automate Family Law Software

Family Law Software already computes the case: state financial affidavits, child and spousal support, after-tax property division, budget reports, What If scenarios and pension valuations, with Client Data Entry letting clients type their own figures in. Collecting the balances and statements those calculations rest on is the part an agent like WebRun can take.

A divorce is a spreadsheet before it is an agreement

Family Law Software has been in use since 1996, and the people in it are family law attorneys, mediators, CPAs and the divorce financial analysts who work alongside them. It runs as a Cloud Edition in a browser, and as desktop editions for Windows and Mac.

What it holds is a household being taken apart. Both incomes. The house, the mortgage and what is left after selling it. The retirement accounts, and the part of each that was earned before the marriage. The business one spouse runs. What the children cost now and what they will cost at eighteen.

Out of that come the documents the case actually turns on: the state financial affidavit, the child and spousal support calculation, the property division, and the budget showing what each party lives on afterwards, after tax. Every one of those is read by a judge, a mediator, or a client deciding whether to sign.

The client's paperwork arrives in pieces and late

The analysis is the skilled part, and it is not what fills the week.

The week goes on documents. Three years of tax returns. Recent pay stubs. Bank statements for accounts the client half remembers. The retirement balance, which is on a recordkeeper's site nobody has signed into since the job started. The mortgage payoff, which belongs to a servicer. A pension that needs a summary plan description before it can be valued at all. The business profit and loss.

So a paralegal emails the client a list. Some of it comes back. A statement arrives as a photograph of a screen, taken at an angle. One account is missing entirely, and nobody notices until the affidavit is being finished the night before it is due.

The same chase is running on the other side, whose production is late too, and the mediation date does not move for either of you.

Disclosure chased by the item The document list checked against what has actually landed, so a client is reminded about the two statements missing rather than the whole list again.
Balances as of this month Retirement, mortgage and brokerage figures read from the institutions that hold them, in the week before mediation rather than at first disclosure.
The calculation stays with the professional Figures are gathered and drafts prepared. Nothing reaches a client, a mediator or the other side without the attorney reading it first.

Client Data Entry only helps once the client has the statement

The software already removes a good deal of the retyping, and a firm should use all of it before looking further.

Client Data Entry lets the client fill in income, expenses and assets online, and what they enter flows into the forms the professional works from rather than being keyed twice. The state financial affidavits and the child and spousal support calculations are maintained per state, so the arithmetic and the format are not a firm's problem. The Property Division screen splits assets on an after-tax basis, which is the only basis that means anything when one party takes the house and the other takes the retirement account. The Budget Report shows both households after tax. What If lets you test an alternative without touching the real numbers. There are defined benefit pension valuations, arrears calculations, projections running out decades, and reports and graphs to put in front of a client.

All of it starts from a figure somebody has already obtained. The recordkeeper, the servicer, the carrier and the brokerage each hold one, behind a login, and the software has no way to go and ask.

Every balance in the property division can be this month's

Suppose the fetching happened before anyone asked for it.

The required document list checked each morning against what has actually arrived in the shared folder, so the reminder that goes to a client names the two missing statements instead of asking again for everything. Retirement balances read off the recordkeeper's own site in the week before mediation, so the property division is argued on this month's figures rather than the ones disclosed in March. The mortgage payoff from the servicer, which every conversation about the house depends on and which nobody refreshes.

Then the tracking that only happens when somebody remembers. Pension and business valuation requests listed with how long each expert has had them. Affidavits still carrying blank required fields, found two days before the filing date instead of the night before. A new settlement offer landing and the comparison against the previous one already built when the partner opens the file. Referred cases whose referring attorney has heard nothing in six weeks.

Chasing a mortgage statement is not legal work

Every balance carried by hand from a website into a case file is an hour billed at a rate that makes the invoice awkward to explain. It is not advice and it is not advocacy.

WebRun is an AI agent that works a real Chrome browser, signed in as you. It opens Family Law Software the way your paralegal does, opens the servicer, the recordkeeper or the shared document folder beside it, and brings the figures back with the matter already attached.

What it will not do is advise. Calculations, settlement scenarios and anything a client, a mediator or the other side will read are prepared and left for the attorney or the analyst whose name goes on them.

Each workflow below names what it opens and what it brings back.

Questions people ask

Could it alter a support calculation without us knowing?

No. Support figures, property division scenarios and anything a court will see are left exactly as your professional left them. Gathered numbers are placed beside what the file currently assumes, so the difference is visible and a person decides whether to change anything.

The client never sent the 401(k) statement. Then what?

With the client's permission and their own login, it opens the recordkeeper's site the way your staff would and reads the balance off the screen, which covers the accounts no download ever arrives for. Without that access it drafts a reminder naming the exact statement still outstanding.

How is our clients' financial information kept private?

It runs in your own private environment, signed in as your own user, and sessions are not shared between workflows or tools. A workflow can be restricted to a named list of sites, so it reaches Family Law Software and the institutions you listed and nothing else.

12 ready-made Family Law Software 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 Post-Divorce Budget Plan Drafts
Once a settlement is finalized in Family Law Software, WebRun builds a post-divorce budget plan in Google Sheets from the client's new income and expenses, and drafts an introduction email in Gmail, left unsent for the CDFA to review.
Family Law Software›Google Sheets›Gmail
Automated Divorce Settlement Tax Impact Alerts
Whenever a settlement proposal changes in Family Law Software, WebRun pulls the client's income and business figures from QuickBooks Online, works out the tax impact of the support and asset terms, and alerts your team in Slack.
Family Law Software›QuickBooks Online›Slack
Automated Divorce Support Calculation Alerts
Whenever a child or spousal support calculation is drafted in Family Law Software, WebRun saves a copy to Google Drive and posts an alert to Slack so the attorney reviews it before it goes anywhere near a client or the other side.
Family Law Software›Google Drive›Slack
Automated Divorce Settlement Comparison Reports
Whenever a new settlement offer is logged in Family Law Software, WebRun builds a side by side comparison report, saves it to Google Drive, and prepares the settlement agreement as a draft DocuSign envelope for the attorney to review.
Family Law Software›Google Drive›DocuSign
Automated Pension Valuation Request Tracking
Every Monday, WebRun checks which pension and retirement valuation requests logged in Family Law Software are still outstanding, prepares the release authorization in DocuSign, and drafts a follow-up email to the actuary, both left unsent for review.
Family Law Software›DocuSign›Gmail
Automated Missing Financial Document Reminders
Every morning, WebRun checks the required financial document list in Family Law Software against the client's shared Dropbox folder, then drafts a reminder email for anything still missing before the affidavit deadline.
Family Law Software›Dropbox›Gmail
Automated Divorce Mediation Prep Reminders
Every morning, WebRun checks Google Calendar for mediation sessions coming up in the next two days, pulls that client's financial summary from Family Law Software, and posts a prep packet to Slack for the attorney.
Google Calendar›Family Law Software›Slack
Automated Divorce Financial Affidavit Reminders
Every morning, WebRun checks Family Law Software for financial affidavits that are still incomplete, drafts a polite reminder email for each client, and leaves it unsent for your team to review before it goes out.
Family Law Software›Gmail›Slack
Automated Divorce Document Request Tracking
Every Monday, WebRun checks the document checklist in Family Law Software against what has actually landed in Google Drive, then drafts a follow-up email for every client still missing paperwork.
Family Law Software›Google Drive›Gmail
Automated Divorce Intake Questionnaire Reminders
As soon as a new client submits a Typeform intake questionnaire, WebRun checks it against the case in Family Law Software and drafts a follow-up email for any required financial question left blank.
Typeform›Family Law Software›Gmail
Automated Attorney Referral Update Notes
Whenever a referred case reaches a new milestone in Family Law Software, WebRun checks the referral record in Clio and drafts a short status update for the referring attorney, left unsent for review.
Family Law Software›Clio›Gmail
Automated Divorce Asset Division Comparisons
Whenever a new asset division scenario is saved in Family Law Software, WebRun turns the numbers into a clear side by side comparison in Google Sheets and posts the highlights to Slack for the attorney to review.
Family Law Software›Google Sheets›Slack

Want one of these running on your own Family Law Software?

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