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For forensic accountants, damages experts & litigation support teams

Turn case analysis into a weekly damages summary

Every Monday, WebRun opens the matter's CaseWare IDEA project, pulls the week's finalized test results and exception values into the damages model in Google Sheets, recalculates the running total and its supporting components, and drafts a plain-language summary email to the instructing attorney in Gmail, leaving it unsent for you to review first.

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14,115 templates Safe automation No code
Every Monday at 8:00 AM WebRun
1 CaseWare IDEA pull the week's test results
2 Google Sheets update the damages model
3 Gmail draft the summary for the attorney
Run a sample
In short

How do I keep a litigation damages calculation updated as analysis progresses?

Every Monday, WebRun pulls the week's finalized CaseWare IDEA test results into the damages model in Google Sheets, recalculates the running total and every supporting component, and drafts a plain-language summary for the instructing attorney in Gmail. It leaves that draft unsent for your review, so no litigation figure goes out without you.

  • The damages model stays current every week instead of a scramble before deposition
  • Material changes to the figure are flagged, not buried in a routine update
  • Every summary is drafted and reviewed before an attorney ever sees a number

Built for forensic accountants · damages experts · litigation support teams · economic loss consultants

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.caseware.com/products/idea in a real browser with your saved login - no setup, no API keys.

  2. 1
    CaseWare IDEA - pull the week's test results
    caseware.com How to Automate CaseWare IDEA
    WebRun in CaseWare IDEA: pull the week's test results
    WebRun pulls this week's finalized test results from CaseWare IDEA.
    • Open the matter's project and pull this week's finalized test results and exception values
    • Note which planned tests are still outstanding
    • Flag any result that changes a figure already used in the damages model

    Done when This week's finalized results are ready to feed into the damages model.

  3. 2
    Google Sheets - update the damages model
    google.com How to Automate Google Sheets
    WebRun in Google Sheets: update the damages model
    WebRun updates the damages model in Google Sheets with this week's figures.
    • Open the damages model and enter this week's new CaseWare IDEA figures
    • Recalculate the running total and each supporting component
    • Highlight any component that moved by more than a set threshold since last week

    Done when The damages model reflects this week's findings with the running total recalculated.

  4. 3
    Gmail - draft the summary for the attorney
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft the summary for the attorney
    WebRun drafts the weekly damages summary for the attorney and leaves it unsent.
    • Draft a plain-language summary of the updated damages figure and what changed this week
    • Note which analysis is still outstanding and when it is expected
    • Save the summary as a draft and leave it unsent for you to review

    Done when A damages summary draft sits ready in Gmail, unsent, for your review.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.caseware.com/products/idea
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Damages summary · Gmail draft
OutputWhat each run produces - An updated damages model with the running total and a draft summary email explaining what changed this week and what is still outstanding.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send the damages figure to the attorney without me?

No. WebRun only drafts the summary email in Gmail and leaves it unsent. A litigation figure never goes to the attorney without you reading and sending it yourself.

Does it recalculate the whole model or just add numbers?

It enters this week's CaseWare IDEA figures and recalculates the running total and every supporting component in the Sheet, so the model always reflects the latest finalized analysis.

How do I know if something material changed?

Any component that moves by more than the threshold you set gets highlighted in the Sheet and called out first in the draft summary, so a material change never gets buried in a routine update.

Put this on autopilot.

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