This can be a tedious and time-consuming task, retrieving data from CMS systems and uploading them to e-file portals, recording case numbers and tracking communications through the portal. This is the type of work that the Digital Workmate thrives on, never getting bored and never making fatigue-based mistakes.
You can leave the repetition of collecting documents and information, filing and sorting contracts and setting up payments for onboarding clients to the Digital Workmate. The faster responses and professional onboarding will build a trusted start to your client’s journey.
INVOICE ADJUSTMENTS AND PAYABLE:
Your Digital Workmate can pull together all the relevant information, consolidate and send an invoice out within minutes. As invoices come in, your Digital Workmate can pick up the emails, extract the necessary data from the invoice and enter it into an accounting system, setting relevant tasks for the corresponding teams. The Digital Workmate can also send a confirmation email to vendors letting them know that the invoices are in processing and highlighting any missing information. See more examples of finance processes.
Maintaining compliance checks protects your law firm from any sanctions. The Digital Workmate can automatically perform intermittent due-diligence checks and flag suspicious activity, 24 hours around the clock and with 100% accuracy. On top of that the Digital Workmate can fill out the Suspicious Activity Report (SAR) and send it to the relevant stakeholder when done.
In short, the list is endless!
No matter what processes you decide to give to your Digital Workmate, you can be sure they will be delivered with speed, accuracy and compliance. Allowing your team the freedom and time to work on more thought provoking areas, in turn building employee satisfaction and engagement.
“gunnercooke’s whole business is built around making it as easy as possible for our lawyers to deliver outstanding services to our clients. To achieve this our processes must be seamless and transaction processing needs to be quick; Cevitr’s Digital Workmate has allowed us to accomplish this goal. Cevitr have taken a complex invoice creation task, which requires a high level of diligence for accuracy, and automated the entire multistage process. The Digital Workmate runs seamlessly through the month freeing up the time of our key resources to focus on effective delivery of our services.”
Naseer Patel, Finance Director, gunnercooke.
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