Planificación financiera en divorcios

Planificación financiera en divorcios: plantillas de automatización

12 flujos de trabajo listos para usar en Planificación financiera en divorcios. Cada uno se encarga de un trabajo real que tu equipo hace cada semana, directamente en las herramientas que ya usas. Las apps que más aparecen aquí: Family Law Software, Gmail y Slack.

Planificación financiera en divorcios
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Automated Post-Divorce Budget Plan Drafts
Once a settlement is finalized in Family Law Software, WebRun builds a post-divorce budget plan in Google Sheets from the client's new income and expenses, and drafts an introduction email in Gmail, left unsent for the CDFA to review.
Family Law Software›Google Sheets›Gmail
Automated Divorce Settlement Tax Impact Alerts
Whenever a settlement proposal changes in Family Law Software, WebRun pulls the client's income and business figures from QuickBooks Online, works out the tax impact of the support and asset terms, and alerts your team in Slack.
Family Law Software›QuickBooks Online›Slack
Automated Divorce Support Calculation Alerts
Whenever a child or spousal support calculation is drafted in Family Law Software, WebRun saves a copy to Google Drive and posts an alert to Slack so the attorney reviews it before it goes anywhere near a client or the other side.
Family Law Software›Google Drive›Slack
Automated Divorce Settlement Comparison Reports
Whenever a new settlement offer is logged in Family Law Software, WebRun builds a side by side comparison report, saves it to Google Drive, and prepares the settlement agreement as a draft DocuSign envelope for the attorney to review.
Family Law Software›Google Drive›DocuSign
Automated Pension Valuation Request Tracking
Every Monday, WebRun checks which pension and retirement valuation requests logged in Family Law Software are still outstanding, prepares the release authorization in DocuSign, and drafts a follow-up email to the actuary, both left unsent for review.
Family Law Software›DocuSign›Gmail
Automated Missing Financial Document Reminders
Every morning, WebRun checks the required financial document list in Family Law Software against the client's shared Dropbox folder, then drafts a reminder email for anything still missing before the affidavit deadline.
Family Law Software›Dropbox›Gmail
Automated Divorce Mediation Prep Reminders
Every morning, WebRun checks Google Calendar for mediation sessions coming up in the next two days, pulls that client's financial summary from Family Law Software, and posts a prep packet to Slack for the attorney.
Google Calendar›Family Law Software›Slack
Automated Divorce Financial Affidavit Reminders
Every morning, WebRun checks Family Law Software for financial affidavits that are still incomplete, drafts a polite reminder email for each client, and leaves it unsent for your team to review before it goes out.
Family Law Software›Gmail›Slack
Automated Divorce Document Request Tracking
Every Monday, WebRun checks the document checklist in Family Law Software against what has actually landed in Google Drive, then drafts a follow-up email for every client still missing paperwork.
Family Law Software›Google Drive›Gmail
Automated Divorce Intake Questionnaire Reminders
As soon as a new client submits a Typeform intake questionnaire, WebRun checks it against the case in Family Law Software and drafts a follow-up email for any required financial question left blank.
Typeform›Family Law Software›Gmail
Automated Attorney Referral Update Notes
Whenever a referred case reaches a new milestone in Family Law Software, WebRun checks the referral record in Clio and drafts a short status update for the referring attorney, left unsent for review.
Family Law Software›Clio›Gmail
Automated Divorce Asset Division Comparisons
Whenever a new asset division scenario is saved in Family Law Software, WebRun turns the numbers into a clear side by side comparison in Google Sheets and posts the highlights to Slack for the attorney to review.
Family Law Software›Google Sheets›Slack

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