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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.

Industry:

Legal

Finance/Accounting

Function:

Case Management

Law Firm Management

Steps

  1. Get settlement check from predefined location.
  2. Enter check into Accounting/ERP software.
  3. Login to Case Management software and get client expenses and disbursements.
  4. Input expenses and disbursements to Accounting/ERP software.
  5. Input expenses paid to others (doctors, repair people, etc.).
  6. Prepare Settlement Report and email to distribution list.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Bill.com
Bill.com
Crunch Accounting
Crunch Accounting
FinancePal
FinancePal
FreshBooks
FreshBooks
Infor
Infor
Microsoft Dynamics GP
Microsoft Dynamics GP
NetSuite
NetSuite
ProfitBooks
ProfitBooks
QuickBooks
QuickBooks
Sage Intacct
Sage Intacct
SAP
SAP
Xero
Xero
ZarMoney
ZarMoney
Zoho Books
Zoho Books
Clio
Clio
CaseAware
CaseAware
Pacer
Pacer
Practice Panther
Practice Panther
Smokeball
Smokeball
mycase
mycase

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