Get Thoughtful+ Insights

Automation news, RPA best practices, and time and money-saving tips, straight to your inbox.

Simple, easy, fast, and efficient – and 100% automated.

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

Get a Demo

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.

No items found.

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.

Get a Demo

LD

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.

Get a Demo

There’s a reason why so many healthcare companies are turning to Thoughtful to supercharge their revenue cycle.

Front-end

We optimized the front-end revenue cycle driving faster collections and fewer denials.

Mid Cycle

We continuously capture, collect, and code clinical and diagnostic data with ease and speed.

Back-end

Fast, easy and accurate automated billing, reduces denials, and ensuring clean claims.

Get a Demo

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."

-

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."

-

Zach Leonard, Founder

30%

reduction in costs

100%

automated billing

"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."

-

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.

See why leading healthcare providers choose Thoughtful AI.

Get a Demo