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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

Infor

Infor
Infor

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

Sage Intacct

Sage Intacct
Sage Intacct

Xero

Xero
Xero

mycase

mycase
mycase

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