Automatic Forensic Deposition Prep Checklist
Each morning, WebRun checks Google Calendar for any deposition in the next seven days, opens the matter in CaseWare IDEA to pull the exhibit-ready exception reports and test results relevant to that witness, and posts your case team a Slack checklist covering the exhibits, the open questions, and anything still outstanding before you walk in.
How do I prepare exhibits and findings before a deposition?
Each morning, WebRun checks Google Calendar for any deposition in the next seven days, opens that matter in CaseWare IDEA to pull the exhibit-ready exception reports and test results tied to the witness, and posts your case team a Slack checklist covering what is ready, what is still pending, and the open questions the findings raise.
- The case team gets a fresh prep checklist every morning as the date approaches
- Exhibit-ready findings are separated from pending ones so nothing incomplete gets cited
- Open questions the data raises are flagged before the attorney sits down to prep
Built for forensic accountants · expert witnesses · litigation support teams · trial attorneys
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
calendar.google.comin a real browser with your saved login - no setup, no API keys. -
1
Google Calendar - find depositions in the next 7 days
calendar.google.com
WebRun checks Google Calendar for depositions coming up in the next 7 days. - Open the case team calendar and find any deposition scheduled in the next 7 days
- Capture the witness, the matter, and the date and time
- Note who from the firm is attending, taking, or defending
Done when Every deposition in the next 7 days is listed with its witness and matter.
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2
CaseWare IDEA - pull exhibit-ready findings
caseware.com
WebRun pulls the exhibit-ready findings for the matter from CaseWare IDEA. - Open the relevant matter's project file in CaseWare IDEA
- Pull the finalized exception reports and test results tied to that witness or account
- List which findings are exhibit-ready and which are still pending review
Done when Every deposition has its exhibit-ready findings identified.
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3
Slack - deliver the prep checklist
slack.com
WebRun posts the deposition prep checklist to Slack. - Post the case team a checklist for each upcoming deposition
- List the exhibit-ready findings first, then anything still pending
- Flag open questions the findings raise so the attorney can prep around them
Done when The team has a prep checklist in Slack for every deposition in the next 7 days.
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 it prepare the attorney's questions?
No. WebRun only surfaces which CaseWare IDEA findings are exhibit-ready and flags the open questions the data raises. The attorney still builds the actual examination outline.
How far ahead does it look for depositions?
Seven days by default, so the case team gets a fresh checklist every morning as a deposition approaches, not a single reminder the day before.
What if a finding is still pending when the deposition is close?
It stays listed as pending in the checklist, sorted separately from the exhibit-ready items, so the team can see exactly what analysis is still open going in.
Related templates
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