Get Thoughtful+ Insights

Automation news, RPA best practices, and time and money-saving tips, straight to your inbox.

Use Case

All Use Cases

EF

E-Filing Case Update

When there are updates to a case, this bot updates and submits the new version in E-Portals.

Industry:

Legal

Function:

Case Management

Law Firm Management

Steps

  1. Get updates for case data from predefined source.
  2. Combine the current report data with updates.
  3. Login to e-file portal and find the correct case number.
  4. Determine which parts to update and make the necessary changes.
  5. Submit the new version to the e-filing portal.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Bill.com
Bill.com
Crunch Accounting
Crunch Accounting
FinancePal
FinancePal
FreshBooks
FreshBooks
Infor
Infor
Microsoft Dynamics GP
Microsoft Dynamics GP
NetSuite
NetSuite
ProfitBooks
ProfitBooks
QuickBooks
QuickBooks
Sage Intacct
Sage Intacct
SAP
SAP
Xero
Xero
ZarMoney
ZarMoney
Zoho Books
Zoho Books

Share

EF

Book a demo of this bot

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

Get a Demo

Related

TA

Trust Account Deposit Audit

This bot checks to make sure that Client Name and Matter is written on the memo line of every check.

TW

Three-Way Trust Account Reconciliation

This bot matches the checkbook trust balance, to the bank balance, to the individual client ledger balances.

RM

Retainer Management

When a retainer balance is getting low, this bot automatically notifies the client.