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Attain operational excellence throughout all business operations.

By automating Pacer software processes, Thoughtful can optimize time, money, and resources.

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Averaged Time Saved / mo.

$

Averaged Money Saved / mo.

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Tasks Automated

Thoughtful automates Pacer.

We can use technology to extract information from legal documents, such as court filings and transcripts, and automatically organize them into PACER's system. Another process that can be automated is case research. Thoughtful can integrate with PACER to search for relevant cases, statutes, and regulations and automatically compile them for easy access. Integrating with PACER's system, Thoughtful can automatically generate reports on court dockets, case summaries, and other critical legal metrics without requiring manual research or analysis. Overall, automating these processes with Thoughtful can save PACER users time and resources while improving its 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 automate the case research process by integrating with PACER's system and utilizing natural language processing (NLP) technology. NLP allows Thoughtful to understand and interpret legal language and search for relevant cases, statutes, and regulations based on keywords or phrases provided by the user. This information can then be automatically compiled and organized for easy access. Additionally, Thoughtful can use machine learning algorithms to improve the search results over time by learning the user's preferences and search history.

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