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Get a DemoDid you know you can automate document management? Thoughtful can use optical character recognition (OCR) to extract information from legal documents such as court filings, contracts, and agreements and automatically organize them into CaseAware's system. Another process that can be automated is case management. Thoughtful can integrate with CaseAware to track deadlines, appointments, and other important case details and automatically send reminders and notifications to the appropriate parties.
Thoughtful can also automate the process of generating reports. Integrating with CaseAware's system, Thoughtful can automatically generate reports on the case progress, time tracking, billing, and other critical legal metrics without requiring manual data entry or analysis. Automating these processes with Thoughtful can save CaseAware, customers, time, and resources while improving their data accuracy.
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Note review
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credentialing
scheduling
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Secondary Claims
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Did you know you can automate document management? Thoughtful can use optical character recognition (OCR) to extract information from legal documents such as court filings, contracts, and agreements and automatically organize them into CaseAware's system. Another process that can be automated is case management. Thoughtful can integrate with CaseAware to track deadlines, appointments, and other important case details and automatically send reminders and notifications to the appropriate parties.
Thoughtful can also automate the process of generating reports. Integrating with CaseAware's system, Thoughtful can automatically generate reports on the case progress, time tracking, billing, and other critical legal metrics without requiring manual data entry or analysis. Automating these processes with Thoughtful can save CaseAware, customers, time, and resources while improving their data accuracy.
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New Case Entry
The bot pulls case information and documents from different online portals and enters a new into the Case Management System.
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Legal Document Management
This bot manages and tracks documents from creation to final signature.
MC
Multiple Case Invoice Parsing
This bot parses and separates single invoices into individual transactions by case.
BE
Expense Tracking by Case
This bot gets legal expenses from variouos portals and enters them into Case Management Software.
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Case Preparation
This bot locates and prepares case documents.
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Closing Client File Checklist
When a case is closed, this bot performs the closing necessary tasks.
CT
Client Trust Ledger Reporting
This bot attaches a Client Trust Ledger Report to every invoice prior to sending it to the client.
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Client Trust Ledger Creation
Daily, this bot creates a separate ledger for each client with funds held in trust.
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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.
Thoughtful can use machine learning algorithms to improve the accuracy of the OCR process over time by learning to recognize specific formats or types of legal documents. OCR allows Thoughtful to scan and analyze documents and automatically extract essential information such as case number, parties involved, filing date, and other relevant details. This information can then be automatically entered into CaseAware's system, eliminating the need for manual data entry.
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