Contabilidad forense

Contabilidad forense: plantillas de automatización

12 flujos de trabajo listos para usar en Contabilidad forense. 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: CaseWare IDEA, Slack y Telegram.

Contabilidad forense
Todas las categorías
Salud y medicina
Todo en Salud y medicina Atención médica Acupuntura Clínicas de alergias Centros de cirugía ambulatoria Grupos de anestesiología Centros de parto Cardiología Monitoreo de dispositivos cardíacos Quiropráctica Centros de investigación clínica Centros de salud comunitarios Dermatología Clínicas de cirugía de Mohs Atención y educación en diabetes Centros de diálisis Atención primaria directa Endocrinología Clínicas de terapia hormonal Otorrinolaringología Centros de endoscopia Clínicas de fertilidad Laboratorios de fertilización in vitro Medicina funcional e integrativa Gastroenterología Hematología Hepatología Oxigenoterapia hiperbárica Centros de diagnóstico por imagen Radiología intervencionista Infectología Centros de infusión Asesoría de lactancia Terapia de linfedema Masajes terapéuticos Medicina materno-fetal Facturación médica Certificación de cannabis medicinal Acreditación de médicos Equipamiento médico Genética médica Nutrición clínica Transporte médico Naturopatía Nefrología Neurología Consultorios de nutrición Ginecología y obstetricia Uroginecología Salud ocupacional Terapia ocupacional Oncología Ortopedia Osteoporosis y salud ósea Clínicas del dolor Laboratorios de patología Terapia pediátrica Pediatría Farmacias Fisioterapia Cirugía plástica Podología Prótesis y órtesis Neumología Reumatología Medicina del sueño Terapia del lenguaje Medicina deportiva Telemedicina Telerradiología Atención de urgencias Urología Cirugía vascular Cuidado de heridas
Automated CaseWare IDEA Anomaly Alerts
Every night, WebRun runs CaseWare IDEA's exception tests against the day's transaction data, logs every flagged item to a Google Sheet with the test that caught it, and pings you on Telegram the moment a high-risk anomaly needs a closer look.
CaseWare IDEA›Google Sheets›Telegram
Automatic Subpoena Response Tracking
Each morning, WebRun checks Drive for subpoenas received and their response deadlines, pulls the specific records requested from the matter's CaseWare IDEA project, and prepares the custodian certification in DocuSign, leaving it unsent for the attorney to review and file.
Google Drive›CaseWare IDEA›DocuSign›+1
Automatic Litigation Deadline Tracking
Each morning, WebRun checks Google Calendar for discovery, filing, and report deadlines in the next two weeks, checks whether the related CaseWare IDEA analysis is on track, and pings the case team on Telegram with what's due and what still needs work.
Google Calendar›CaseWare IDEA›Telegram
Automatic Fraud Red Flag Escalation
Every hour, WebRun checks CaseWare IDEA for red flags that cross a high-severity threshold, pings you on Telegram right away, and drafts an escalation memo in Gmail, left unsent, so a partner reviews it before anyone outside the firm hears a word.
CaseWare IDEA›Telegram›Gmail
Automatic Expert Witness Report Draft Reminders
Each morning, WebRun checks the expert report draft in Drive against the CaseWare IDEA project's completed tests, and pings the report writer on Telegram with which sections and exhibits are still outstanding before the filing deadline.
Google Drive›CaseWare IDEA›Telegram
Automatic Forensic Evidence Intake Tracking
Whenever new evidence files are uploaded to Drive, WebRun catalogs each one, registers it as a data source in CaseWare IDEA, and posts your team a Slack summary of what arrived, from whom, and what still needs a source file.
Google Drive›CaseWare IDEA›Slack
Automatic Forensic Engagement Letter Reminders
Each morning, WebRun opens DocuSign, finds engagement letters sent but still unsigned, cross-checks the case list in CaseWare IDEA to see which matters are queued for analysis, and drafts a signature reminder in Gmail for you to review before it goes out.
DocuSign›CaseWare IDEA›Gmail›+1
Automated Evidence Chain of Custody Logging
Every time evidence changes hands, WebRun logs the transfer to a Google Sheet, records which files moved in or out of Drive, and notes any file newly imported into the matter's CaseWare IDEA project, so the custody trail stays complete without anyone filling in a form.
Google Drive›CaseWare IDEA›Google Sheets
Automatic Forensic Deposition Prep Checklist
Each morning, WebRun checks Google Calendar for depositions in the next seven days, pulls the exhibit-ready findings for that matter from CaseWare IDEA, and posts your case team a Slack checklist of exhibits, exceptions, and open questions before you walk in.
Google Calendar›CaseWare IDEA›Slack
Automated Damages Calculation Summary
Every Monday, WebRun pulls the week's CaseWare IDEA test results into the damages model in Google Sheets, recalculates the running total, and drafts a summary email to the instructing attorney in Gmail for you to review before it goes out.
CaseWare IDEA›Google Sheets›Gmail
Automatic Engagement Billing Reconciliation
Every Monday, WebRun pulls logged time from QuickBooks Online for each forensic accounting matter, checks progress against the planned analytic tests in CaseWare IDEA, and posts your team a Slack alert for any engagement burning budget faster than its analysis is progressing.
QuickBooks Online›CaseWare IDEA›Slack
Automated Forensic Accounting Case Status Updates
Every Monday, WebRun opens Clio to check each matter's status, pulls this week's finished CaseWare IDEA tests and open items, and drafts a status update to the instructing attorney in Gmail, left unsent for you to review before it goes out.
Clio›CaseWare IDEA›Gmail

¿No encuentras tu flujo de trabajo?

Muéstrale a WebRun cualquier proceso una vez y lo convertimos en un agente que lo ejecuta en el horario que elijas.