Onboarding New Clients

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

Function:

Case Management

Law Firm Management

Steps

Get initial client data from results form.
Verify client identity.
Prepare and send representation agreement.
Send client privacy policy and billing structure for signature.
Create individual Client Trust Ledger.
Add client to Case Management System.
Upload all copies of documents.
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

Infor

NetSuite

ProfitBooks

Sage Intacct

Xero

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