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Thoughtful automation technologies can improve any MyCase process, ultimately saving on time, money, and resources.
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MyCase, a legal document management platform, is perfect for automation. One example is document management, where Thoughtful can use OCR technology to extract information from legal documents, such as court filings, contracts, and agreements, and automatically organize them in MyCase. Another process that can be automated is case management, where Thoughtful can integrate with MyCase to track deadlines, appointments, and other important case details and send reminders to the appropriate parties.
Furthermore, Thoughtful can automate the generation of reports by integrating with MyCase, allowing for the automatic creation of a dashboard on the case progress, time tracking, billing, and other critical legal metrics, without the need for manual data entry or analysis. This automation will save time and resources for MyCase users while improving data accuracy.
MyCase, a legal document management platform, is perfect for automation. One example is document management, where Thoughtful can use OCR technology to extract information from legal documents, such as court filings, contracts, and agreements, and automatically organize them in MyCase. Another process that can be automated is case management, where Thoughtful can integrate with MyCase to track deadlines, appointments, and other important case details and send reminders to the appropriate parties.
Furthermore, Thoughtful can automate the generation of reports by integrating with MyCase, allowing for the automatic creation of a dashboard on the case progress, time tracking, billing, and other critical legal metrics, without the need for manual data entry or analysis. This automation will save time and resources for MyCase users while improving 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 generate reports on the case progress, time tracking, billing, and other critical legal metrics by integrating with MyCase's system and using advanced data analytics. This allows Thoughtful to automatically pull data from MyCase and use it to generate reports on various metrics such as case progress, time tracking, billing, and other important information. The notifications can be tailored to the user's specific needs and scheduled to be generated regularly. Thoughtful goes beyond just automating MyCase; it can automate the entire process from start to finish.
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