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Use Case

All Use Cases

LD

Legal Document Creation

This bot creates standardized agreements, motions, and other legal documents.

Industry:

Legal

Function:

Accounts Receivable

Steps

  1. Get scanned document from either email, web portal or other source.
  2. Validate format and parse form fields.
  3. Convert document into a predesignated format.
  4. Add form fields.
  5. Update and log new document in Document Management System.

Popular Applications

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

Bill.com
Bill.com
Crunch Accounting
Crunch Accounting
FinancePal
FinancePal
FreshBooks
FreshBooks
Infor
Infor
Microsoft Dynamics GP
Microsoft Dynamics GP
NetSuite
NetSuite
ProfitBooks
ProfitBooks
QuickBooks
QuickBooks
Sage Intacct
Sage Intacct
SAP
SAP
Xero
Xero
ZarMoney
ZarMoney
Zoho Books
Zoho Books

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LD

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