Automated eDiscovery Invoice Chaser
Every Monday, WebRun opens QuickBooks, finds invoices linked to ediscovery matters that are past their due date, drafts a polite payment reminder email for each client, and posts the outstanding balance list to Slack so the billing team can prioritize follow-up without cold-calling anyone.
How do I automatically chase overdue invoices for ediscovery matters?
Every Monday, WebRun opens QuickBooks to find overdue invoices for ediscovery matters, drafts a professional payment reminder in Gmail for each client, and posts the outstanding balance list to Slack sorted by days overdue. The billing team reviews and sends each draft rather than starting from a blank email, keeping cash flow moving without awkward cold calls.
- Every overdue ediscovery invoice gets a professional reminder draft within minutes
- The billing team starts Monday with a clear prioritized chase list
- No reminder is sent to a client without a human reviewing it first
Built for ediscovery billing managers · law firm finance teams · litigation support vendors · legal operations
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
app.qbo.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - find overdue ediscovery invoices
- Open QuickBooks and filter invoices by the ediscovery service class or matter tag
- Identify all invoices past their due date, capturing client name, invoice number, amount, and days overdue
- Skip any clients who have a payment arrangement or dispute flag already noted
Done when Every overdue ediscovery invoice is listed with client details and days outstanding.
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2
Gmail - draft payment reminder emails
gmail.com
WebRun opens Gmail to draft payment reminder emails. - Draft a polite, professional payment reminder for each overdue client, referencing the invoice number, amount, and original due date
- For invoices over 60 days overdue, note that the matter may be placed on hold pending payment
- Save all emails as Gmail drafts - the billing manager must review and send each one
Done when A Gmail draft reminder exists for every overdue client, ready for billing manager review.
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3
Slack - post outstanding balance list
slack.com
WebRun opens Slack to post outstanding balance list. - Post the outstanding balance list to the billing team Slack channel
- Sort by days overdue descending and include total amount outstanding for each client
- Flag invoices over 60 days at the top of the list
Done when The billing team has this week's ediscovery chase list in Slack.
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 email clients without my approval?
No. Every reminder is saved as a Gmail draft. The billing manager must open each draft, confirm the tone and details, and send it manually. No client receives an email without human review.
Can it handle clients with payment arrangements?
Yes. Flag those clients with a dispute or arrangement tag in QuickBooks and WebRun will skip them automatically each run.
Does it work with Relativity billing matters?
If your QuickBooks invoices are tagged with the Relativity matter name or number, WebRun can match them and include the matter reference in each reminder draft.
Related templates
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