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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.

Popular Applications

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

CaseAware

CaseAware
CaseAware

Clio

Clio
Clio

mycase

mycase
mycase

Pacer

Pacer
Pacer

Practice Panther

Practice Panther
Practice Panther

Smokeball

Smokeball
Smokeball

Microsoft Excel

Microsoft Excel
Microsoft Excel

AccuPoint

AccuPoint
AccuPoint

FreshBooks

FreshBooks
FreshBooks

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