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Legal Contract Risk Assessment

This bot locates missing signatures or inconsistent data in contracts.

Function:

Case Management

Law Firm Management

Steps

  1. Navigate to predefined contract source folder.
  2. Review each contract.
  3. Log contracts without signatures.
  4. Log signed contracts without amendment signatures.
  5. Navigate to Accounting/ERP system.
  6. Log invoices that do not match amounts on contract.
  7. Log renewals without signatures.
  8. Get all recurring payments that are processed automatically.
  9. Navigate to predefined Authorization source folder.
  10. Log missing Authorizations.
  11. Log Authorizations without signatures.

Popular Applications

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

Bill.com

Bill.com
Bill.com

Crunch Accounting

Crunch Accounting
Crunch Accounting

FinancePal

FinancePal
FinancePal

FreshBooks

FreshBooks
FreshBooks

Infor

Infor
Infor

Microsoft Dynamics GP

Microsoft Dynamics GP
Microsoft Dynamics GP

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

QuickBooks

QuickBooks
QuickBooks

Sage Intacct

Sage Intacct
Sage Intacct

SAP

SAP
SAP

Xero

Xero
Xero

ZarMoney

ZarMoney
ZarMoney

Zoho Books

Zoho Books
Zoho Books

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