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Client Trust Ledger Reporting

This bot attaches a Client Trust Ledger Report to every invoice prior to sending it to the client.

Industry:

Legal

Finance/Accounting

Function:

Case Management

Law Firm Management

Steps

  1. Login to Accounting/ERP system.
  2. Filter to Invoices in Draft mode.
  3. Locate Case Management System file number on invoice.
  4. Login to Case Management System.
  5. Print Invoice to PDF.
  6. Print Client Trust Ledger to PDF.
  7. Combine Invoice and Client Trust Ledger.
  8. Email to Client and Attorney.

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
CaseAware
CaseAware
mycase
mycase
Pacer
Pacer
Clio
Clio
Practice Panther
Practice Panther
Smokeball
Smokeball

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