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Use Case

All Use Cases

EF

PDF Creation & Indexing

When a document is retrieved, this bot creates indexable PDFs with Bates Numbering.

Industry:

Legal

Function:

Case Management

Law Firm Management

Steps

  1. Get documents from predefined source.
  2. Create PDF where applicable.
  3. Convert to text using Optical Character Recognition (OCR) where applicable.
  4. Index PDF according to predefined indexing parameters.
  5. Add Bates Numbering.

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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EF

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