For lawyers: Capture client deposit alerts into accounts board

Lawyers miss deposit alerts in email, causing delayed client-matter accounting and billing hold-ups. This captures deposit notices and creates standardized accounts-board items, ensuring deposits are logged for timely matter processing.

Overview

Missed deposit alerts delay billing and erode client trust for law firms. By capturing bank deposit emails and creating standardized accounting items on matter boards, this workflow eliminates manual misses and delivers cleaner audit trails that firms report.

Notable Features

Create matter-specific accounting items
Extract deposit amount and date
Notify lawyer and finance staff