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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.

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