Track unpaid balances across your closed matters
Every Monday, WebRun lists the cases marked closed in ADR Notable, checks each one's invoices in QuickBooks, and finds matters that are resolved but still carry an outstanding balance. It posts your team a Slack list ranked by amount and age, so revenue on finished cases is never quietly left on the table.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I track unpaid balances on closed mediation matters?
WebRun cross-checks closed matters in ADR Notable against their invoices in QuickBooks every Monday and finds cases that are resolved but still owe a balance. It posts your team a Slack worklist ranked by amount and age, with the balance, days overdue, and billing contact, so no finished case is forgotten while it is still owed.
- Resolved-but-unpaid cases surface every Monday
- Largest and oldest balances sit at the top of the list
- The worklist stays internal, no party is chased automatically
Built for mediators · ADR firms · practice bookkeepers · billing teams
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
www.adrnotable.comin a real browser with your saved login - no setup, no API keys. -
1
ADR Notable - list recently closed matters
adrnotable.com How to Automate ADR Notable
WebRun opens ADR Notable to list recently closed matters. - Open ADR Notable and list matters marked closed, settled, or resolved
- Capture each case's parties, close date, and billing contact
- Note the case number so each matter can be matched in QuickBooks
Done when Every recently closed matter is listed with its parties, close date, and case number.
-
2
QuickBooks - check each matter's unpaid balance
- Open QuickBooks and look up the invoices tied to each closed matter
- Keep the matters that still have an unpaid or partially paid balance
- Record the amount outstanding and how many days past due each balance is
Done when Each closed matter with an unpaid balance is recorded with its amount and days overdue.
-
3
Slack - post the outstanding-balance worklist
slack.com How to Automate Slack
WebRun opens Slack to post the outstanding-balance worklist. - Post a Slack worklist of closed matters that still carry an outstanding balance
- Rank it by amount and age, largest and oldest first
- Include the case name, balance, days overdue, and billing contact
Done when Your team has a ranked Slack worklist of unpaid balances on closed matters.
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 chase the parties for payment itself?
No. This workflow posts an internal Slack worklist only. It never emails or messages a party. Your billing team reads the list and decides how to follow up on each outstanding balance.
How does it know a matter is closed but unpaid?
It matches cases marked closed in ADR Notable against their invoices in QuickBooks and keeps only those still carrying an unpaid or partial balance, so paid-in-full matters never appear.
How is the worklist ordered?
It ranks the list by balance and by how overdue each is, largest and oldest first, so the collections effort starts where the most money has been outstanding the longest.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.