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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.

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
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

CaseAware

CaseAware
CaseAware

mycase

mycase
mycase

Pacer

Pacer
Pacer

Clio

Clio
Clio

Practice Panther

Practice Panther
Practice Panther

Smokeball

Smokeball
Smokeball

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