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automating processes in a checklist

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use cases

These companies have
already seen the benefits of automation

Healthcare

Ally Pediatric

The bot cut down the time taken to attain the desired outcomes by roughly 90%.

Healthcare

Keplr Vision

95% reduction in the processing and validation time of financial information in various reports from multiple locations.

Healthcare

MB2 Dental

MB2 Dental, a Dental Partnership Organization (DPO), saves a nominal amount of time extracting and manipulating financial data from reports.

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CS

Case Settlement Disbursement

When a case settles, this bot makes all of the entries both in the Accounting/ERP software and the Case Management software.

Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Reconciliation, IOLTA, Trust, Banking, Disbursement, Settlement

CT

Client Trust Ledger Creation

Daily, this bot creates a separate ledger for each client with funds held in trust.

Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Client Trust, Ledger

CT

Client Trust Ledger Reporting

This bot attaches a Client Trust Ledger Report to every invoice prior to sending it to the client.

Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Client Trust, Ledger

CC

Credit Card Fee Trust Account Adjustment

This bot locates and transfers back to the IOLTA account credit card processing fees.

Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

IOLTA, Trust Account, Credit Card Processing Fees

FF

Flat Fee Payment Reconciliation

This bot checks to make sure that Flat Fee payments are deposited into the correct account.

Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

IOLTA, Trust Account, Flat Fee

IT

IOLTA (Trust) Account Reconciliation

This bot reconciles the IOLTA (Trust) account.

Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Reconciliation, IOLTA, Trust, Banking

IT

IOLTA (Trust) Account Self-Audit

Monthly, this bot performs a self-audit on the Client Trust bank account.

Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Audit, IOLTA, Trust, Bank Account

IA

IOLTA Account Interest Transactions

Monthly, this bot records interest on lawyers trust.

Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Interest on Lawyers Trust, Interest, IOLTA, Trust

LB

Lock Box Deposit Entry

This bot parses lockbox data and posts it against open accounts.

Legal,Collections,Banking,All Industries,Banking,Accounts Receivable,Revenue Posting,Collections,Wells Fargo,Fiserv,Lighthouse Payments,All Online Banking

Collections, Lockbox, Payments

These are just some of the systems our bots work with...

Fiserv

Wells Fargo

Lighthouse Payments

All Online Banking

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