Chase incomplete intake questionnaires for you
As soon as a client submits a Typeform intake questionnaire, WebRun checks the answers against the case already open in Family Law Software, drafts a follow-up email in Gmail listing any required financial question left blank, and leaves it unsent for your team to review before it goes out.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I follow up when a new client leaves intake questions blank?
WebRun reads every new Typeform intake questionnaire response, checks the required financial answers against the case already open in Family Law Software, and drafts a Gmail follow-up listing only what is genuinely still missing. The draft is left unsent for your team to review, so a new client's first email is always read by a person before it sends.
- Missing intake answers get flagged within minutes of submission
- Clients are never asked twice for information already on file
- Every first client email is reviewed by a person before it sends
Built for family law firms · CDFAs · divorce attorneys · intake coordinators
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
www.typeform.comin a real browser with your saved login - no setup, no API keys. -
1
Typeform - read the new response
typeform.com
WebRun opens Typeform to read the new response. - Read the newly submitted intake questionnaire response
- List which required financial questions were left blank
- Note the client name and case number from the response
Done when Every blank required question on the new response has been listed.
-
2
Family Law Software - check the case record
- Open the matching case in Family Law Software
- Confirm whether any blank answer is already on file from another source
- Drop any question that is already answered in the case record
Done when The blank list reflects only what is genuinely still missing.
-
3
Gmail - draft the follow-up
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the follow-up. - Draft a short follow-up email listing only the genuinely missing answers
- Leave the draft unsent for your team to review before sending
- Keep the tone welcoming since this is often a client's first contact
Done when A reviewable follow-up draft exists for every incomplete intake response.
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 a new client get an email automatically after submitting intake?
No. WebRun only drafts the follow-up in Gmail and leaves it unsent. Someone on your team reviews and sends it, so a new client's first email always gets a human read.
How does it avoid asking for information already on file?
It checks the case record in Family Law Software before drafting anything, so any answer already captured from another source is dropped from the follow-up.
What counts as a required financial question?
Whatever your intake form marks as required, such as income sources, employer, or account details. It only flags the ones your form itself requires and left blank.
Related templates
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