Automated PracticePanther Weekly Scorecard
Every Monday, WebRun opens PracticePanther, pulls last week's billable hours, open matter count, and any overdue invoices, posts a performance scorecard to Microsoft Teams, and creates a Trello card for each overdue invoice so the billing follow-up has an owner.
How do I get a weekly performance scorecard from PracticePanther?
WebRun pulls your PracticePanther activity every Monday, covering billable hours, open matters, and overdue invoices. It posts a performance scorecard to Microsoft Teams and creates a Trello card for each overdue invoice with the client and amount, so billing follow-up has a clear owner instead of getting lost in the matter list.
- The whole firm sees the same weekly performance numbers
- Every overdue invoice gets a Trello card with a clear owner
- Paid invoices drop off the list automatically
Built for law firms · legal practice managers · billing coordinators · solo attorneys
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.practicepanther.comin a real browser with your saved login - no setup, no API keys. -
1
PracticePanther - pull hours, matters, and overdue invoices
practicepanther.com
WebRun opens PracticePanther to pull hours, matters, and overdue invoices. - Open PracticePanther and review last week's billable hours by attorney
- Count open matters and list any invoice past its due date
- Capture the client and amount for each overdue invoice
Done when Last week's hours, open matters, and overdue invoices are all listed.
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2
Microsoft Teams - post the weekly scorecard
microsoft.com
WebRun opens Microsoft Teams to post the weekly scorecard. - Post the scorecard with total billable hours and open matter count to the firm channel
- List each overdue invoice with the client and amount
- Compare hours against the same week last month
Done when The firm channel has this week's scorecard.
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3
Trello - create a card per overdue invoice
trello.com
WebRun opens Trello to create a card per overdue invoice. - Create a card on the billing board for each overdue invoice
- Add the client, amount, and days overdue
- Assign it to whoever handles collections
Done when Every overdue invoice has an open Trello card.
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 invoice reminders to clients?
No. WebRun only creates an internal Trello card for follow-up. Any reminder sent to a client is a separate, human-approved step.
Does it log time or edit billing entries?
No. WebRun only reads billable hours and invoice status from PracticePanther. Logging time or editing an invoice always stays with the attorney or biller.
What happens once an overdue invoice is paid?
It's read fresh each Monday, so a paid invoice simply stops appearing and its Trello card can be archived.
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