Automated Pension Valuation Request Tracking
Every Monday, WebRun opens Family Law Software, finds every pension or retirement valuation request still waiting on the actuary or plan administrator, prepares the signed release authorization as a draft DocuSign envelope, and drafts a follow-up email in Gmail, leaving both unsent for your team to send.
How do I track outstanding pension valuation requests in a divorce case?
WebRun checks Family Law Software every Monday for pension and retirement valuation requests still outstanding with an actuary or plan administrator, prepares the release authorization as a draft DocuSign envelope, and drafts a Gmail follow-up for aging requests. Both are left unsent for your team to review and send, so no signature request or email leaves the firm unattended.
- No valuation request ages past a week unnoticed
- Every authorization and follow-up is reviewed before it sends
- The oldest outstanding requests always surface first
Built for CDFAs · divorce attorneys · family law paralegals · QDRO specialists
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 - find outstanding requests
- Open Family Law Software and pull every logged pension or retirement valuation request
- List the ones still marked outstanding with the actuary or plan administrator
- Note the request date and days outstanding for each
Done when Every outstanding valuation request has been listed with its days outstanding.
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2
DocuSign - prepare the authorization
docusign.com
WebRun opens DocuSign to prepare the authorization. - Prepare the release authorization form for any request still missing a signed copy
- Leave the envelope as a draft, unsent, for the attorney to review and send
- Never send a signature request to a plan administrator on its own
Done when A reviewable draft authorization exists for every request that needs one.
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3
Gmail - draft the follow-up
gmail.com
WebRun opens Gmail to draft the follow-up. - Draft a follow-up email to the actuary or plan administrator for aging requests
- Leave every draft unsent for your team to review before sending
- Put the oldest outstanding requests first
Done when A reviewable follow-up draft exists for every aging valuation request.
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 send the signature request to the plan administrator on its own?
No. WebRun only prepares the DocuSign envelope as a draft and leaves it unsent. Your attorney reviews and sends every signature request, so nothing goes out unattended.
Will it email the actuary without approval?
No. The follow-up email is drafted in Gmail and left unsent as well. A person on your team reviews and sends it, keeping every outside contact under review.
How does it decide which requests to chase first?
It reads the request date logged in Family Law Software each Monday and ranks the list so the longest outstanding valuation requests appear first.
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