Digital Worker

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Client Trust Ledger Reporting

This Digital Worker (DW) attaches a Client Trust Ledger Report to every invoice prior to sending it to the client.

Industry:

Legal

Banking

Function:

Accounting

Reconciliation

Auditing

Case Management

Law Firm Management

Steps

  1. Login to Accounting/ERP system.
  2. Filter to Invoices in Draft mode.
  3. Locate Case Management System file number on invoice.
  4. Login to Case Management System.
  5. Print Invoice to PDF.
  6. Print Client Trust Ledger to PDF.
  7. Combine Invoice and Client Trust Ledger.
  8. Email to Client and Attorney.

Benefits

No items found.

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