Automated Actionstep Weekly Matter Scorecards
Every Monday, WebRun opens Actionstep, reviews last week's matters, time entries, and upcoming deadlines, scores each matter's billing and deadline health, logs the notes to a Notion page, and updates a Google Sheet with the numbers for the whole firm.
How do I get a weekly scorecard of my firm's Actionstep matters?
WebRun reviews your Actionstep matters every Monday, checking time entries and upcoming deadlines for each one. It writes a short billing and deadline health note per matter to Notion and logs the hours and status to a Google Sheet, so partners see which matters need attention at a glance.
- Every matter's billing and deadline health is scored automatically each week
- At-risk matters surface for partner attention before they become a problem
- A running weekly history builds up in one shared Google Sheet
Built for law firm partners · legal operations managers · practice managers · billing coordinators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.actionstep.comin a real browser with your saved login - no setup, no API keys. -
1
Actionstep - review matters, time, and deadlines
actionstep.com
WebRun opens Actionstep to review matters, time, and deadlines. - Open Actionstep and review active matters
- Check time entries logged against each matter for the week
- Note any matter with an upcoming deadline or no logged time
Done when Every active matter has been reviewed for time and deadlines.
-
2
Notion - write the weekly scorecard notes
notion.so
WebRun opens Notion to write the weekly scorecard notes. - Open the weekly scorecard page in Notion
- Write a short note on billing health and any at-risk deadlines per matter
- Flag matters that need partner attention
Done when The Notion page has this week's scorecard notes.
-
3
Google Sheets - log the numbers by matter
google.com
WebRun opens Google Sheets to log the numbers by matter. - Open the firm matter tracker in Google Sheets
- Add a row per matter with hours logged and deadline status
- Update the firm-wide totals at the top of the sheet
Done when The sheet reflects this week's numbers for every matter.
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 bill a client or file anything?
No. WebRun only reads matter and time data and writes a scorecard. It never sends an invoice, files a document, or edits a matter on its own.
How does it decide which matters need attention?
It flags any matter with an upcoming deadline or with little to no time logged that week, so those surface first in the Notion notes.
Where do I see the numbers over time?
The Google Sheet keeps a running row per matter each week, so you can track hours and deadline health across the whole firm over time.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.