Compile billable hours into monthly invoice drafts
At month end, WebRun opens ExpertClear, gathers billable time and expenses per engagement at your locked rate sheet, builds a draft invoice for each firm in QuickBooks, and drafts a cover email in Gmail, leaving every invoice and email unsent so you review the numbers before billing.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I turn captured billable hours into monthly invoice drafts automatically?
WebRun compiles your monthly invoices for review. At month end it opens ExpertClear, gathers billable time and expenses per engagement at your locked rate sheet, and builds a draft invoice for each firm in QuickBooks with a drafted Gmail cover note. Everything stays unsent, so you check the numbers before any invoice is billed.
- A month of captured time becomes review-ready invoices without manual tallying
- Every invoice is priced at your locked rate sheet, by category, per engagement
- Nothing is billed until you approve, invoices and cover emails stay unsent
Built for expert witnesses · litigation consultants · expert practice managers · solo expert practices
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 - gather time and expenses
expertclear.com How to Automate ExpertClear
WebRun opens ExpertClear. - Open ExpertClear and pull captured time entries and expenses for each engagement this month
- Apply the locked rate sheet category to each entry, deposition, report writing, or trial testimony
- Total the billable amount per engagement and note any entry missing a description
- Flag entries that look unusual so you can check them before billing
Done when Every engagement has a clean, categorized month of time and expenses totaled at your rates.
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2
QuickBooks - build the draft invoice
- Open QuickBooks and create a draft invoice for each engagement addressed to the retaining firm
- Add line items for time by rate category and for reimbursable expenses
- Save each invoice as a draft, do not finalize or send it
- Leave every invoice for you to review the figures and approve before billing
Done when A draft invoice per engagement is saved in QuickBooks, unsent and awaiting review.
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3
Gmail - draft the billing cover email
gmail.com How to Automate Gmail
WebRun opens Gmail. - Draft a short cover email to each billing contact referencing the invoice and period
- Leave the email unsent as a draft so you approve it alongside the invoice
- Never send an invoice or cover email to the firm without your sign-off
Done when A billing cover email is drafted in Gmail for each engagement, awaiting your approval.
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 send invoices to firms automatically?
No. WebRun builds each invoice as a draft in QuickBooks and drafts the cover email in Gmail, both left unsent. You review every figure and approve before a single invoice reaches the retaining firm.
How does it price each time entry?
It applies your locked ExpertClear rate sheet, matching each entry to its category such as deposition, report writing, or trial testimony, so the invoice reflects the rates agreed at case activation rather than a guess.
What about incomplete or odd time entries?
It flags any entry missing a description or that looks unusual before building the invoice, so you can correct or confirm it. Nothing is billed to the firm until you have reviewed and approved the draft.
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