See what every brand owner still owes
Every morning, WebRun opens QuickBooks, reads unpaid and overdue trademark invoices, ties each balance to its brand owner and the marks it covers in Alt Legal, and posts you a Slack digest of outstanding balances sorted by age so no receivable slips quietly past due.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I track outstanding trademark balances by client automatically?
Every morning, WebRun opens QuickBooks, reads unpaid and overdue trademark invoices, and ties each balance to its brand owner and marks in Alt Legal. It posts you a Slack digest of outstanding balances sorted by age, so aging receivables surface early and you can see which brand owners still owe while their work is live.
- Aging balances surface every morning, sorted by days outstanding
- Each balance is tied to the owner's live marks and deadlines
- Nothing in QuickBooks is edited and no client is contacted automatically
Built for IP law firm billing · trademark attorneys · IP practice managers · brand protection 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
quickbooks.intuit.com/app/invoicesin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - read unpaid invoices
- Open QuickBooks and filter invoices to open and overdue
- Capture the brand owner, amount, invoice date, and days outstanding for each
- Total the outstanding balance per brand owner
Done when Every unpaid trademark invoice is captured with its owner and days outstanding.
-
2
Alt Legal - tie balances to marks
altlegal.com How to Automate Alt Legal
WebRun opens Alt Legal to tie each balance to the owner's marks. - Match each brand owner to their marks in Alt Legal
- Note which marks each outstanding invoice relates to, such as a renewal or a filing
- Flag any owner with active deadlines and an aging balance
Done when Each outstanding balance is tied to its brand owner and related marks.
-
3
Slack - post the balances digest
slack.com How to Automate Slack
WebRun posts the day's outstanding-balance digest to Slack. - Post a digest of outstanding balances grouped by brand owner
- Sort by days outstanding so the oldest and largest balances sit at the top
- Keep it to a scannable summary the team can action, without contacting the client directly
Done when The team has today's outstanding-balance 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 email brand owners chasing payment?
No. WebRun only posts an internal Slack digest for your team. It never emails or messages a brand owner about their balance, so any collection outreach stays a decision a person makes.
How does it tie a balance to the right marks?
WebRun reads each open invoice in QuickBooks, matches the brand owner to their portfolio in Alt Legal, and notes which marks the balance relates to, so you see the receivable in the context of live work.
Does it change any invoice in QuickBooks?
No. WebRun only reads invoice status and amounts. It does not edit, void, or mark any invoice paid, so your ledger stays exactly as your team left it while you review the digest.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.