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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.

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
Bill.com

Crunch Accounting

Crunch Accounting
Crunch Accounting

FinancePal

FinancePal
FinancePal

FreshBooks

FreshBooks
FreshBooks

Infor

Infor
Infor

Microsoft Dynamics GP

Microsoft Dynamics GP
Microsoft Dynamics GP

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

QuickBooks

QuickBooks
QuickBooks

Sage Intacct

Sage Intacct
Sage Intacct

SAP

SAP
SAP

Xero

Xero
Xero

ZarMoney

ZarMoney
ZarMoney

Zoho Books

Zoho Books
Zoho Books

Clio

Clio
Clio

CaseAware

CaseAware
CaseAware

Pacer

Pacer
Pacer

Practice Panther

Practice Panther
Practice Panther

Smokeball

Smokeball
Smokeball

mycase

mycase
mycase

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