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Flat Fee Payment Reconciliation

This bot checks to make sure that Flat Fee payments are deposited into the correct account.

Industry:

Legal

Banking

Function:

Accounting

Reconciliation

Auditing

Case Management

Law Firm Management

Steps

  1. Check the client agreement to see if the flat fee includes filing fees and expenses.
  2. If so, check to see if the funds are deposited into the operating account.
  3. If not, check to see if the funds are deposited into the trust account.
  4. Check all other predefined rules flat fee rules to make sure they are in the correct bank accounts.
  5. Log any discrepancies.
  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.

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