Explore Thoughtful+ Free

Unlock all blogs, whitepapers, case studies, webinars, and more!

Smart Bot

All Bots

CT

Client Trust Ledger Reporting

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

Industry:

Legal

Banking

Function:

Accounting

Reconciliation

Auditing

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.

Share

CT

Book a demo of this bot

A no obligation way to understand how automation can increase efficiency, productivity, and accuracy.

Related