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Digital Worker

All Digital Workers

IA

IOLTA Account Interest Transactions

Monthly, this Digital Worker (DW) records interest on lawyers trust.

Industry:

Legal

Banking

Function:

Accounting

Reconciliation

Auditing

Case Management

Law Firm Management

Steps

  1. Login to online banking portal.
  2. Download must current bank statement.
  3. Login to Accounting/ERP system. Add journal entries for any interest in and out of the trust account.
  4. Update exceptions and results log.

Benefits

No items found.

Popular Applications

Our services are not limited to these applications. This Digital Worker is available for any cloud based application.

IA

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Related

EF

PDF Creation and Indexing

When a document is retrieved, this Digital Worker (DW) creates indexable PDFs with Bates Numbering.

CP

Case Preparation

This Digital Worker (DW) locates and prepares case documents.

LC

Legal Contract Abstraction

This Digital Worker (DW) reads a contract and prepares a Contract Abstraction.