LD
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Streamline data entry, contract management, time tracking, and billing with the help of Thoughtful.
Get a DemoOptical 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.
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.
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.
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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We optimized the front-end revenue cycle driving faster collections and fewer denials.
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Fast, easy and accurate automated billing, reduces denials, and ensuring clean claims.
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