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Use Case

All Use Cases

BE

Expense Tracking by Case

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

Industry:

Legal

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
Clio
Clio
mycase
mycase
Pacer
Pacer
Practice Panther
Practice Panther
Smokeball
Smokeball
Microsoft Excel
Microsoft Excel
AccuPoint
AccuPoint
FreshBooks
FreshBooks

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BE

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