Automated Divorce Document Request Tracking
Every Monday, WebRun opens Family Law Software, pulls each client's document request checklist, checks their case folder in Google Drive for what has actually arrived, and drafts a follow-up email in Gmail for every item still outstanding, left unsent for your team to review.
How do I follow up with clients who still owe documents for their divorce case?
WebRun compares each client's document request checklist in Family Law Software against what has actually landed in their Google Drive case folder every Monday. It drafts one follow-up email per client listing only the documents still missing, and leaves every draft unsent in Gmail for your team to review, so no client gets nagged for paperwork they already sent.
- No outstanding document sits unrequested for more than a week
- Clients are never nagged for paperwork they already uploaded
- Every follow-up email is reviewed before it reaches a client
Built for divorce attorneys · CDFAs · family law paralegals · legal assistants
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 - pull each checklist
- Open Family Law Software and pull the document request checklist for each active case
- List every item still marked as requested but not received
- Note the request date and days outstanding for each item
Done when Every case has an up to date list of outstanding checklist items.
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2
Google Drive - check what has arrived
drive.google.com
WebRun opens Google Drive to check what has arrived. - Open each client's case folder in Google Drive
- Confirm whether a matching file has actually been uploaded
- Cross off any item that already arrived but was not marked received
Done when Every outstanding item has been double checked against the case folder.
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3
Gmail - draft follow-up requests
gmail.com
WebRun opens Gmail to draft follow-up requests. - Draft a follow-up email listing the specific documents still missing
- Leave every draft unsent for your team to review before sending
- Group multiple missing items into one email per client, not several
Done when A reviewable follow-up draft exists for every client with outstanding documents.
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 clients get an email automatically?
No. WebRun only drafts the follow-up in Gmail and leaves it unsent. Someone on your team reviews and sends it, so nothing goes out without a human check.
How does it avoid nagging clients who already sent documents?
It checks the actual case folder in Google Drive before drafting anything, so items already uploaded but not yet marked received are skipped.
Can it tell which documents matter most?
Yes. It reads the request date on each checklist item, so the follow-up draft lists the longest outstanding documents first.
Related templates
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