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Invoices are received by the bot, coded to the correct G/L accounts, and added as a Voucher to the Accounts Payable module.
Vendor Portal Invoice Retrieval
This bot logs into different Vendor Portals and retrieves invoice and corresponding data.
Trust Account Deposit Audit
This bot checks to make sure that Client Name and Matter is written on the memo line of every check.
Time Sheet Entry
The bot gets time sheets from time tracking system, verifies overtime, time-off and enters into Accounting/ERP system.
Three-Way Document Matching
The bot ensures that the Purchase Order, Inventory Receipt and Invoice all match.
Three-Way Trust Account Reconciliation
This bot matches the checkbook trust balance, to the bank balance, to the individual client ledger balances.
Skipped Invoice Intervention
This bot locates skipped invoices and notifies the customer.
Sales Order Automation
This bot automatically receives, processes and extracts data from email and fax orders.
When a retainer balance is getting low, this bot automatically notifies the client.
Reseller Sales Tax Certificates
This bot updates Customer record with Reseller Sales Tax Certificate number.
Purchase Order Matching
After retrieving the Vendor invoice and Purchase Order, the bot checks that each quantity, item, and amount on the invoice match what is on the Purchase Order.
PDF Creation & Indexing
When a document is retrieved, this bot creates indexable PDFs with Bates Numbering.
Product Catalog Cross-Referencing
This bot will get product catalog information from supplier and make sure that the product catalog/items match in the Accounting/ERP system.
Packing Slip Recognition
The bot reads the packing slip using Optical Character Recognition (OCR), gathers the data for further use.
Based on a defined set of rules, this bot either codes and enters Non-PO invoices directly into the acocunting/ERP system or sends to approver.
Onboarding New Clients
This bot performs all the necessary tasks to onboard a new client.
Legal Document Management
This bot manages and tracks documents from creation to final signature.
Multiple Case Invoice Parsing
This bot parses and separates single invoices into individual transactions by case.
The bot gathers month end financial statements, organizes and sends to various stakeholders.
Legal Contract Abstraction
This bot reads a contract and prepares a Contract Abstraction.
Legal Document Creation
This bot creates standardized agreements, motions, and other legal documents.
Legal Contract Risk Assessment
This bot locates missing signatures or inconsistent data in contracts.
Lawfirm Employee Onboarding Checklist
When an new employee is hired, this bot performs the new hire tasks.
IOLTA (Trust) Account Self-Audit
Monthly, this bot performs a self-audit on the Client Trust bank account.
IOLTA (Trust) Account Reconciliation
This bot reconciles the IOLTA (Trust) account.
IOLTA Account Interest Transactions
Monthly, this bot records interest on lawyers trust.
Grab customer invoice information from any data source and create an invoice in the accounting application.
After retrieving the Packing Slip data and locating the Purchase Order, the bot receives each quantity, item, and amount on the Packing Slip into the system.
Invoice Status Verification
The bot verifies and ingests information from invoices, verify the status of the transaction, and update systems downstream.
Based on predefined rules, this bot locates intercompany transactions and makes the journal entries to each company's Accounting/ERP system.
Flat Fee Payment Reconciliation
This bot checks to make sure that Flat Fee payments are deposited into the correct account.
Financial Statement Auditing
This bot prepares the backup reports necessary to audit the Financial Statements and performs preliminary discrepancy report.
This bot automates the gathering and processing of discovery information.
Expense Report Receipt Recognition
The bot reads the receipt using Optical Character Recognition (OCR) and gathers the data for further use.
Expense Report Processing
The bot gets the expense report data, validates it, and enters it into the Accounting/ERP system.
This bot takes custom in-house documents and converts them to EDI standards.
This bot takes EDI standardized documents and converts them to in-house document format.
E-Filing Case Update
When there are updates to a case, this bot updates and submits the new version in E-Portals.
This bot files and tracks communication for new cases in E-Portals.
At the end of each month, this bot sends statements to customers with any open balances.
Customer Intake & Setup
When a new customer fills out their intital form, the bot sets up all of the teams, groups, applications, and processes associated with the new client.
This bot cycles through entire Credit workflow and performs tasks based on status in Credit Dashboard.
After retrieving Credit Application and corresponding data, this bot reviews the results and sets the terms in the Accounting/ERP system.
Credit Card Fee Trust Account Adjustment
This bot locates and transfers back to the IOLTA account credit card processing fees.
Credit Bureau Investigation
After retrieving a Dispute letter, the bot,automatically gets information from four credit bureaus and Accounting/ERP system.
Contract Renewal Invoicing
Each month the bot will prepare contract renewal invoice.
Conflict Checking of New Clients
This bot performs conflict checking on new clients.
Contract Renewal Notification
Each month the bot will send contract renewal notification via email.
The bot gets the credit application, creates a Dun & Bradstreet report and records the result.
At the end of each month, this bot calculates complex tiered sales commissions.
This bot executes collections workflow on past due invoices.
This bot locates and prepares case documents.
Closing Client File Checklist
When a case is closed, this bot performs the closing necessary tasks.
Client Trust Ledger Reporting
This bot attaches a Client Trust Ledger Report to every invoice prior to sending it to the client.
Client Trust Ledger Creation
Daily, this bot creates a separate ledger for each client with funds held in trust.
The bot will get payments from multiple sources and post them against invoices.
Case Settlement Disbursement
When a case settles, this bot makes all of the entries both in the Accounting/ERP software and the Case Management software.
After retrieving the bank statement, compare debits and credits from the bank to the ledger.
AP Document Storage
This bot gets the Vendor Invoice and uploads it to either the Accounting/ERP system or designated cloud folder.
Determines which bills to pay from a data source and pays them on payment website.
Bad Debt Write-Off
At a specific frequency, this bot will make the journal entries to write-off bad debt.
AR Journal Entries
At the end of each month, this bot makes the predefined Accounts Receivable Journal Entries.
This bot applies credit to an invoice when the customer has paid within the discount period.
AR Invoice Entry
This bot gets invoice information from Slack Channel and creates a new Customer Invoice in Accounting system.
AP Invoice Data Capture
The bot gathers Vendor invoice data either by using Optical Character Recognition (OCR) or from email, web portal or other predefined source.
AP Invoice Coding
Based on the vendor, this bot codes the invoice to the correct general ledger account.
This bot applies credit to a vendor bill when it has been paid within the discount period.
The bot will reconcile each balance sheet account against source statements.
Sends vendor invoices for approval and pays the invoice when approved.
We optimized the front-end revenue cycle driving faster collections and fewer denials.
We continuously capture, collect, and code clinical and diagnostic data with ease and speed.
Fast, easy and accurate automated billing, reduces denials, and ensuring clean claims.
"I’ve been amazed at Thoughtful’s ability to deploy AI Workers that run my business processes while my staff focuses on other higher-value tasks. By reducing the time taken to complete the process by 90%, it has enabled us to direct our attention towards the bigger picture. Our team no longer spends more time than necessary on the minutiae of a repetitive process."
"Thoughtful has enabled us to direct our attention towards the bigger picture. Our team no longer spends more time than necessary on repetitive processes."
Kevin Silver, CFO
return on investment
reduction in invoice processing time
"Thoughtful introduced a solution that eliminated a glaring gap in our billing workflow. An AI Worker is now part of our accounting team, performing this vital role more efficiently and at a fraction of the cost of paying a full salary to an actual employee."
"Thoughtful introduced a solution that eliminated a glaring gap in our billing workflow. An AI Worker is now performing this vital role more efficiently and at a fraction of the cost of paying a full salary to an actual employee."
Zach Leonard, Founder
reduction in costs
"Using AI Workers significantly reduced our efforts, allowing us to optimize productivity in other core areas. Our AI Workers continue to save us time and money in multiple ways. We couldn’t be happier with the services rendered by the Thoughtful team and their ongoing support."
"AI Workers are significantly reducing our efforts, allowing us to optimize productivity in other core areas. We couldn’t be happier with the services rendered by the Thoughtful team and their ongoing support."
Brittany Turner, Director of Compliance and Systems
faster than human team
applications processed per day
Our AI-powered automation fleet is flexible, scalable, and configurable.