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Closing Client File Checklist

When a case is closed, this bot performs the closing necessary tasks.

Function:

Case Management

Law Firm Management

Steps

  1. Send email to advise clients of the completion of their case and any further action they need to take.
  2. Add closing date to start timer on retention period for client documents for the predefined period.
  3. Send outstanding balances statement with payment procedures to client.
  4. Return original documents to the client.
  5. Send clients referrals and online reviews email.

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

Clio

Clio
Clio

mycase

mycase
mycase

Pacer

Pacer
Pacer

Practice Panther

Practice Panther
Practice Panther

Smokeball

Smokeball
Smokeball

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