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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

Banking

Function:

Accounting

Reconciliation

Auditing

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

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