Alert on Low Client Retainer Balances
Every morning, WebRun opens Clio and checks the trust account balance for every active retainer client, flags any balance below your configured threshold, drafts a professional top-up request email for each one for attorney review, and posts a low-balance alert to Slack.
How can I automatically alert attorneys when client retainer balances run low?
Every morning, WebRun opens Clio and checks the trust account balance for every active retainer client, flags any balance below your configured threshold, drafts a professional top-up request email for each one for attorney review, and posts a low-balance alert to Slack - so retainers are replenished before work is delayed.
- Low retainer balances flagged every morning before work is delayed
- Replenishment request drafts ready for attorney review without manual checking
- Slack alert keeps billing and legal teams aligned on low-balance accounts
Built for law firm billing managers · attorneys · legal operations teams · solo practitioners
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
app.clio.comin a real browser with your saved login - no setup, no API keys. -
1
Clio - check retainer balances across active clients
clio.com
WebRun opens Clio to check retainer balances across active clients. - Open Clio Trust Accounting and review the balance for each active retainer account
- Identify any account whose balance has fallen below your configured low-balance threshold
- Capture the client name, matter number, current balance, and the minimum threshold for each flagged account
Done when All retainer accounts below the threshold are identified with their current balances.
-
2
Gmail - draft top-up request emails for review
gmail.com
WebRun opens Gmail to draft top-up request emails for review. - Draft a professional, courteous retainer top-up request for each low-balance client, citing the current balance and the requested replenishment amount
- Keep the tone matter-of-fact and professional - reference the engagement letter replenishment clause if applicable
- Save every email as a draft; do not send until the attorney approves
Done when A Gmail draft replenishment request exists for every low-balance retainer client.
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3
Slack - post low-balance alerts
slack.com
WebRun opens Slack to post low-balance alerts. - Post a morning alert to the billing channel listing clients with low retainer balances, current amounts, and thresholds
- Flag any account already at zero for immediate escalation
Done when The billing team has been alerted to every low-balance account and knows which need urgent action.
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 request money from clients without my approval?
No. Replenishment request emails are always saved as Gmail drafts. The attorney reviews, edits if needed, and sends - no financial request goes to a client automatically.
How do I set the low-balance threshold?
You configure a firm-wide default threshold (e.g. $2,000) and can set per-client thresholds for matters with higher burn rates. WebRun uses those thresholds in every morning check.
Does it have access to move trust funds?
No. WebRun reads balances and drafts communications - it has no ability to transfer or move any funds. All financial actions remain with your billing team.
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