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Onboarding New Clients

This bot performs all the necessary tasks to onboard a new client.

Function:

Case Management

Law Firm Management

Steps

  1. Get initial client data from results form.
  2. Verify client identity.
  3. Prepare and send representation agreement.
  4. Send client privacy policy and billing structure for signature.
  5. Create individual Client Trust Ledger.
  6. Add client to Case Management System.
  7. Upload all copies of documents.
  8. From initial client results form determine which additional documents are needed and send to client.

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

Microsoft Teams

Microsoft Teams
Microsoft Teams

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