Automated Post-Divorce Budget Plan Drafts
Once a settlement is finalized in Family Law Software, WebRun pulls the client's post-settlement income, support, and asset figures, builds a first draft post-divorce budget plan in Google Sheets, and drafts an introduction email in Gmail, left unsent for the CDFA to review before the client ever sees it.
How do I create a post-divorce budget plan from a finalized settlement?
WebRun pulls a client's post-settlement income, support, and asset figures from Family Law Software once the case is marked finalized, and builds a first draft monthly budget plan in Google Sheets alongside an unsent Gmail introduction email. The CDFA reviews and adjusts both before the client ever sees the plan or its figures.
- Every client gets a budget draft built from final settlement figures
- The CDFA reviews and adjusts the plan before a client sees it
- No budget or figure reaches a client without human review
Built for CDFAs · divorce financial planners · family law attorneys · financial coaches
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 the final settlement figures
- Open Family Law Software and confirm the settlement is marked finalized
- Pull the client's post-settlement income, support, and asset figures
- Note any ongoing obligations such as support payments or debt splits
Done when The finalized settlement figures for the client have been captured.
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2
Google Sheets - build the budget draft
docs.google.com
WebRun opens Google Sheets to build the budget draft. - Build a first draft monthly budget from the post-settlement figures
- Separate fixed obligations like support and debt from discretionary spending
- Label the sheet clearly as a draft for CDFA review
Done when A first draft budget plan exists for the client in Google Sheets.
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3
Gmail - draft the introduction email
gmail.com
WebRun opens Gmail to draft the introduction email. - Draft a short introduction email explaining the budget plan is attached
- Leave the draft unsent for the CDFA to review, adjust, and send
- Never send the budget or its figures to the client without that review
Done when A reviewable introduction draft exists alongside the budget plan.
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
Does the client receive the budget plan automatically?
No. WebRun only builds the draft in Google Sheets and drafts an unsent introduction email in Gmail. The CDFA reviews, adjusts, and sends both before a client ever sees them.
How accurate is the first draft budget?
It is built from the actual post-settlement income, support, and asset figures in Family Law Software, but it is a starting point. The CDFA is expected to review and adjust it before it goes out.
What if the settlement changes after the plan is drafted?
WebRun only builds the plan once the settlement is marked finalized in Family Law Software, so it works from final figures rather than a moving target.
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