Automated Retainer Balance Alerts
Every morning, WebRun opens ExpertClear, tallies billed and unbilled time against each engagement retainer, logs the remaining balance to a Google Sheet, and posts a Slack alert for any retainer that has fallen below the threshold you set, so replenishment requests happen before you work unpaid.
How do I get alerted when an expert witness retainer runs low?
WebRun watches your retainers every morning. It opens ExpertClear, tallies billed and unbilled time against each engagement, logs the remaining balance to a Google Sheet, and posts a Slack alert for any retainer below your threshold. You get an early warning to request replenishment before you keep working against an empty retainer.
- Low retainers surface before you work unpaid, checked every single morning
- Every engagement's remaining balance and burn rate is logged to a sheet
- Replenishment requests are drafted for review, never sent to the firm on their own
Built for expert witnesses · litigation consultants · expert practice managers · forensic experts
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.expertclear.comin a real browser with your saved login - no setup, no API keys. -
1
ExpertClear - tally time against each retainer
expertclear.com
WebRun opens ExpertClear. - Open ExpertClear and read each active engagement's retainer amount
- Tally billed hours and any unbilled captured time against that retainer
- Compute the remaining balance and the burn rate for each engagement
- Flag any retainer projected to run out within the next two weeks
Done when Every engagement has a current retainer balance and a burn estimate recorded.
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2
Google Sheets - log remaining balances
google.com
WebRun opens Google Sheets. - Open the Retainer Balance tracker sheet
- Append or update a row per engagement with today's remaining balance and burn rate
- Sort rows by lowest balance first
Done when The tracker sheet reflects today's retainer balances, lowest first.
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3
Slack - alert on low retainers
slack.com
WebRun opens Slack. - Post a Slack alert listing engagements below your retainer threshold
- Show the firm, remaining balance, and how soon it is projected to run dry
- Keep it internal, replenishment requests to the firm are drafted separately and never auto-sent
Done when You have today's low-retainer alert in Slack with the most urgent first.
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 ask the firm to replenish the retainer?
No, not on its own. This workflow posts an internal Slack alert and logs balances to a sheet. Any replenishment request to the firm is drafted for you to review and send, so nothing goes to counsel automatically.
How is the remaining balance calculated?
It reads the retainer amount in ExpertClear and subtracts billed and unbilled captured time against that engagement, then estimates the burn rate so you see both the balance today and how soon it runs dry.
Can I set the alert threshold?
Yes. You choose the balance level and the look-ahead window that trigger an alert, so a large trial matter and a small consult can each warn you at the point that makes sense for that engagement.
Related templates
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