Automated Aged Receivables Tracking
Every Monday, WebRun opens ExpertClear and QuickBooks, matches issued invoices to payments, ages every unpaid balance into 30, 60, and 90 day buckets by litigation matter, and posts a Slack digest so you see which firms owe what and how overdue each balance has become.
How do I track aged receivables on expert witness matters automatically?
WebRun tracks your aged receivables every Monday. It opens ExpertClear and QuickBooks, matches issued invoices to payments, and ages each unpaid balance into 30, 60, and 90 day buckets by litigation matter. It posts a Slack digest of who owes what and for how long, so overdue balances get attention before they turn into write-offs.
- Overdue balances are aged and ranked every week, so nothing quietly slips past 90 days
- Invoices paid since the last run drop off automatically from live QuickBooks data
- Collection emails stay drafts for your approval, never sent to a firm on their own
Built for expert witnesses · expert practice managers · litigation consultants · forensic firms
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 - list issued invoices by matter
expertclear.com
WebRun opens ExpertClear. - Open ExpertClear and list every engagement with an issued invoice
- Capture the matter, retaining firm, invoice amount, and invoice date
- Note the billing contact for each outstanding matter
Done when Every issued invoice is listed by matter with its amount and date.
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2
QuickBooks - match payments and age balances
- Open QuickBooks and match each invoice to any recorded payment
- Compute the outstanding balance and age it into current, 30, 60, and 90 plus day buckets
- Flag any balance past 60 days as at risk
Done when Each unpaid balance is aged into buckets and the at-risk ones are flagged.
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3
Slack - post the aged receivables digest
slack.com
WebRun opens Slack. - Post an aged receivables digest to Slack grouped by aging bucket, oldest first
- Show the firm, matter, balance, and days outstanding for each
- Keep it internal, collection emails to firms are drafted separately and never auto-sent
Done when You have this week's aged receivables digest in Slack, oldest balances 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 send collection notices to firms?
No, not automatically. This workflow posts an internal Slack digest of aged balances. Any collection or payment-reminder email to a firm is drafted for your review and sent only after you approve it.
How does it age each balance?
It matches issued invoices in ExpertClear to payments recorded in QuickBooks, then sorts each unpaid balance into current, 30, 60, and 90 plus day buckets, flagging anything past 60 days so overdue matters stand out.
What if a payment posted over the weekend?
It reconciles against live QuickBooks records each Monday, so an invoice paid since the last run is matched and drops out of the aged receivables digest automatically rather than being chased in error.
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