Chase overdue IP billing invoices before they become a write-off risk
Every Monday, WebRun opens QuickBooks, finds client invoices past their due date, cross-references the matter details in Anaqua AQX, drafts a polite payment reminder email for each overdue client, and posts an internal Slack digest of outstanding balances ranked by days overdue. All client emails are left as drafts for attorney review.
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How do I automatically chase overdue invoices at an IP law firm?
Every Monday, WebRun opens QuickBooks to find overdue client invoices, cross-references each client's active matters in Anaqua AQX, drafts consolidated payment reminder emails for attorney review, and posts an internal Slack digest of outstanding balances ranked by days overdue. No email is sent to a client without the attorney approving the draft first.
- Every overdue client gets a timely, polished reminder without attorneys writing from scratch
- Billing managers see a ranked Slack digest of outstanding balances every Monday morning
- Grouped invoices per client prevent the firm from sending multiple awkward chasers to the same contact
Built for IP law firms · patent firm billing managers · IP firm administrators · patent 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.qbo.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - find overdue client invoices
- Open QuickBooks and filter invoices to Overdue status
- Capture the client name, invoice number, amount, and days overdue for each
- Group invoices by client to avoid sending multiple separate chasers to the same contact
- Note any client with a partial payment already applied
Done when All overdue invoices are listed per client with amounts and days overdue.
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2
Anaqua AQX - cross-reference matter details per client
anaqua.com How to Automate Anaqua AQX
WebRun opens Anaqua AQX to cross-reference matter details per client. - Look up each overdue client in Anaqua AQX to confirm their active matters
- Read the matter type and responsible attorney from the Anaqua record
- Include the matter reference in the payment reminder draft for context
Done when Anaqua matter details are matched to each overdue client record.
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3
Slack - post internal outstanding balance digest
slack.com How to Automate Slack
WebRun opens Slack to post internal outstanding balance digest. - Post an internal digest to the billing Slack channel listing each overdue client, total outstanding, and days overdue
- Flag the largest or oldest balances at the top
- Include a note on whether a draft reminder has been prepared for each client
Done when The billing team has this week's overdue invoice digest in Slack.
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 contact clients about overdue invoices without my approval?
No. All client-facing payment reminders are left as unsent drafts for attorney or billing manager review. Only the internal Slack digest is posted automatically.
Does it handle clients with multiple overdue invoices?
Yes. It groups invoices by client and prepares a single consolidated reminder that lists all outstanding amounts rather than sending a separate email per invoice.
What if a client has an active dispute or payment plan?
WebRun reads the live QuickBooks status each Monday. If an invoice has a note or is marked as on hold in your account, flag the client during setup so those records are excluded from the chase.
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