Automated Attorney Referral Update Notes
Whenever a referred case reaches a new milestone in Family Law Software, such as an affidavit filed or a settlement reached, WebRun checks the referral record in Clio for the referring attorney's contact details and drafts a short status update in Gmail, left unsent for your team to review before it goes out.
How do I keep a referring attorney updated on a case without extra admin work?
WebRun watches Family Law Software for milestones on referred cases, such as an affidavit filed or a settlement reached, checks the referring attorney's contact in Clio, and drafts a short status update in Gmail with case financial specifics left out by default. The draft stays unsent for your team to review, keeping every referral relationship under your control.
- Referring attorneys hear about milestones within minutes, not weeks
- Financial specifics stay out of referral notes unless your team adds them
- Every update is reviewed before it reaches a referring attorney
Built for family law firms · divorce attorneys · referral coordinators · solo practitioners
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
www.familylawsoftware.comin a real browser with your saved login - no setup, no API keys. -
1
Family Law Software - detect the milestone
- Open Family Law Software and check each referred case for a new milestone
- Note whether the milestone is an affidavit filed, a valuation received, or a settlement reached
- Skip cases with no referral source on file
Done when Every referred case with a new milestone has been identified.
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2
Clio - check the referral record
clio.com
WebRun opens Clio to check the referral record. - Open the matching case in Clio and pull the referring attorney's name and contact
- Confirm the referral is still marked active
- Note any prior update already sent for this milestone
Done when The referring attorney's current contact details are confirmed.
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3
Gmail - draft the update note
gmail.com
WebRun opens Gmail to draft the update note. - Draft a short, plain language status update for the referring attorney
- Leave the draft unsent for your team to review before sending
- Keep case financial specifics out of the note unless the attorney adds them
Done when A reviewable update draft exists for every referred case with a new milestone.
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 the referring attorney without approval?
No. WebRun only drafts the update note in Gmail and leaves it unsent. Someone on your team reviews and sends it, so every referral relationship stays under your control.
Does the update include financial details about the case?
No, not by default. WebRun keeps case financial specifics out of the note and only adds them if your team edits the draft to include them before sending.
How does it find the referring attorney's contact?
It reads the referral record in Clio for each case, confirming the referral is still active before drafting an update.
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