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Streamline data entry, contract management, time tracking, and billing with the help of Thoughtful.

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hrs

Averaged Time Saved / mo.

$

Averaged Money Saved / mo.

+

Tasks Automated

Thoughtful can automate several processes within Clio.

Optical and RPA technology can extract information safely and securely from legal documents such as court filings, contracts, and agreements and automatically organize them into Clio's system. Case management is another process that can be automated. Thoughtful can integrate with Clio to track deadlines, appointments, and other important case details and automatically send reminders and notifications to the appropriate parties. 

Additionally, Thoughtful can automate the process of generating reports. By integrating with Clio'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. Overall, automating these processes with Thoughtful can save Clio, customers, time, and resources while improving their data accuracy.

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LD

Legal Document Management

This bot manages and tracks documents from creation to final signature.

legal,case management,law firm management,payroll,human resources,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

Document Management

NC

New Case Entry

The bot pulls case information and documents from different online portals and enters a new into the Case Management System.

legal; case management; mycase; clio; practice panther; smokeball; caseaware; pacer

Case Management, Legal, Portal, Subpoena, Court Records, New Case Entry, Bankruptcy

MC

Multiple Case Invoice Parsing

This bot parses and separates single invoices into individual transactions by case.

legal; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; caseaware; clio; mycase; practice panther; smokeball; pacer

Invoice Parsing, Vendor Invoicing, Voucher Entry

BE

Expense Tracking by Case

This bot gets legal expenses from variouos portals and enters them into Case Management Software.

legal,billing,case management,caseaware,clio,mycase,pacer,practice panther,smokeball,florida lsop,florida eportal filing

Billable Expense, Reimbursable Expense, Court Filing, Expense Tracking

CP

Case Preparation

This bot locates and prepares case documents.

legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; caseaware; clio; mycase; pacer; smokeball; practice panther

Case Documents, Structured Forms

CC

Closing Client File Checklist

When a case is closed, this bot performs the closing necessary tasks.

legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; caseaware; clio; mycase; pacer; practice panther; smokeball

Case Management, Case Closing

CT

Client Trust Ledger Reporting

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

legal,finance/accounting,accounting,reconciliation,auditing,case management,law firm management,banking,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 Creation

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

legal; accounting finance; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; clio; pacer; mycase; smokeball; practice panther; caseaware

Client Trust, Ledger

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; accounting finance; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; clio; caseaware; pacer; practice panther; smokeball; mycase

Reconciliation, IOLTA, Trust, Banking, Disbursement, Settlement

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What other process automations can we do?

Thoughtful can scan and extract information from legal documents such as court filings, contracts, and agreements and automatically organize them into Clio's platform. This eliminates the need for manual data entry and ensures that documents are correctly indexed and easy to find. Additionally, 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. Overall, automating the document management process with Thoughtful can save Clio, customers, time, and resources while improving their data accuracy.

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