Keep instructing attorneys in the loop every week
Every Monday, WebRun opens Clio to review each active matter's status and next steps, pulls this week's finished CaseWare IDEA tests and any exceptions still open, and drafts a plain-language status update to the instructing attorney in Gmail, leaving every draft unsent for you to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
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
app.clio.comin a real browser with your saved login - no setup, no API keys. -
1
Clio - check each matter's status
clio.com How to Automate Clio
WebRun opens Clio to check each active matter's status and next steps. - Open Clio and review each active matter's status and next steps
- Note the matter's stage, the instructing attorney, and when the last update was sent
- Skip any matter already updated in the last 5 business days
Done when Every active matter due for an update is listed with its stage and attorney.
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2
CaseWare IDEA - pull this week's finished tests
caseware.com How to Automate CaseWare IDEA
WebRun pulls this week's finished CaseWare IDEA tests and open exceptions. - Open each matter's project and pull this week's finished tests and any exceptions still open
- Note the percent of planned analysis now complete
- Flag anything that changed materially since the last update
Done when Every matter due for an update has this week's analysis progress attached.
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3
Gmail - draft the attorney update
gmail.com How to Automate Gmail
WebRun drafts the weekly status update for the instructing attorney and leaves it unsent. - Draft a plain-language status update for the instructing attorney covering this week's progress and any material change
- Note what is planned for next week
- Save every update as a draft and leave it unsent for you to review
Done when A status update draft sits ready in Gmail, unsent, for every matter due for one.
How do I keep instructing attorneys updated on case status every week?
Every Monday, WebRun opens Clio to check each active matter's status, pulls this week's finished CaseWare IDEA tests and any open exceptions, and drafts a plain-language status update for the instructing attorney in Gmail. Every draft stays unsent until you review and send it, so attorneys get a timely update without a single automatic email leaving your firm.
- Attorneys get a timely weekly update instead of chasing your team for status
- Redundant updates are skipped automatically when a matter has not moved
- Every update is drafted and reviewed before a single word reaches an attorney
Built for forensic accounting firms · litigation support teams · fraud examiners · engagement managers
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 update to the attorney without me?
No. WebRun only drafts each status update in Gmail and leaves it unsent. You read it, adjust anything you like, and send it yourself, so nothing reaches an attorney automatically.
How does it decide a matter needs an update?
It checks Clio for when the matter was last updated and skips anything updated in the last 5 business days, so attorneys are not getting redundant messages on a case with no news.
What does the update actually cover?
This week's finished CaseWare IDEA tests, the percent of planned analysis now complete, and anything that changed materially since the last update, written in plain language, not analyst jargon.
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