Closing Client File Checklist

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

Function:

Case Management

Law Firm Management

Steps

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

Infor

NetSuite

ProfitBooks

Sage Intacct

Xero

mycase

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