Retainer Management

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

Function:

Case Management

Law Firm Management

Steps

Login to Case Management Software.
Locate retainers with balances below predefined limit.
Create WIP (Work in Progress) report.
Calculate necessary replenishment of funds.
Send email to client with attached WIP report requesting replenishment of funds.
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

Infor

NetSuite

ProfitBooks

Sage Intacct

Xero

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