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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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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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Legal Document Management
This bot manages and tracks documents from creation to final signature.
NC
New Case Entry
The bot pulls case information and documents from different online portals and enters a new into the Case Management System.
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.
CP
Case Preparation
This bot locates and prepares case documents.
CC
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.
CT
Client Trust Ledger Creation
Daily, this bot creates a separate ledger for each client with funds held in trust.
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.
- Data entry
- Invoice generation
- Time tracking
- Document management
- Client communication
- Data entry
- Invoice generation
- Time tracking
- Document management
- Client communication
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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There’s a reason why so many healthcare companies are turning to Thoughtful to supercharge their revenue cycle.
We optimized the front-end revenue cycle driving faster collections and fewer denials.
We continuously capture, collect, and code clinical and diagnostic data with ease and speed.
Fast, easy and accurate automated billing, reduces denials, and ensuring clean claims.
These companies have already seen the benefits of automation...
"I’ve been amazed at Thoughtful’s ability to deploy AI Workers that run my business processes while my staff focuses on other higher-value tasks. By reducing the time taken to complete the process by 90%, it has enabled us to direct our attention towards the bigger picture. Our team no longer spends more time than necessary on the minutiae of a repetitive process."
"Thoughtful has enabled us to direct our attention towards the bigger picture. Our team no longer spends more time than necessary on repetitive processes."
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Kevin Silver, CFO
235%
return on investment
90%
reduction in invoice processing time
"Thoughtful introduced a solution that eliminated a glaring gap in our billing workflow. An AI Worker is now part of our accounting team, performing this vital role more efficiently and at a fraction of the cost of paying a full salary to an actual employee."
"Thoughtful introduced a solution that eliminated a glaring gap in our billing workflow. An AI Worker is now performing this vital role more efficiently and at a fraction of the cost of paying a full salary to an actual employee."
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Zach Leonard, Founder
30%
reduction in costs
100%
automated billing
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"Using AI Workers significantly reduced our efforts, allowing us to optimize productivity in other core areas. Our AI Workers continue to save us time and money in multiple ways. We couldn’t be happier with the services rendered by the Thoughtful team and their ongoing support."
"AI Workers are significantly reducing our efforts, allowing us to optimize productivity in other core areas. We couldn’t be happier with the services rendered by the Thoughtful team and their ongoing support."
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Brittany Turner, Director of Compliance and Systems
95%
faster than human team
100s
applications processed per day
See another app you use?
Learn how we can automate it.
Our AI-powered automation fleet is flexible, scalable, and configurable.
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