Get Thoughtful+ Insights

Automation news, RPA best practices, and time and money-saving tips, straight to your inbox.

RM

Retainer Management

When a retainer balance is getting low, this bot automatically notifies the client.

Industry:

Legal

Function:

Case Management

Law Firm Management

Steps

  1. Login to Case Management Software.
  2. Locate retainers with balances below predefined limit.
  3. Create WIP (Work in Progress) report.
  4. Calculate necessary replenishment of funds.
  5. Send email to client with attached WIP report requesting replenishment of funds.
  6. Update exceptions and results log.

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

Share

RM

Book a demo of this bot

A no obligation way to understand how automation can increase efficiency, productivity, and accuracy.

Related