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Expense Tracking by Case

This bot gets legal expenses from variouos portals and enters them into Case Management Software.

Function:

Case Management

Steps

  1. Login to each portal.
  2. Download statements and expenses.
  3. Match to cases by file number.
  4. Enter charges into Case Management software.
  5. Mark as reimbursable based on predefined rules.
  6. Update Exceptions and Results log.

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