Digital Worker

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Retainer Management

When a retainer balance is getting low, this Digital Worker (DW) 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.

Benefits

No items found.

Popular Applications

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