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RM

Retainer Management

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

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
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

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