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Manage fast-moving cases with ease through powerful automation.
Thoughtful's automation technologies can improve data entry, contract management, time tracking, and billing processes.
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Averaged Time Saved / mo.
Averaged Money Saved / mo.
Tasks Automated
Thoughtful can automate several processes within PracticePanther.
Thoughtful can use just about any automation technology to extract information from legal documents such as court filings, contracts, and agreements and automatically organize them into PracticePanther's system. Another process that can be automated is case management. Thoughtful can log into PracticePanther 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 PracticePanther'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 PracticePanther, 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.
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
What other process automations can we do?
Thoughtful can automate the case management process for PracticePanther customers by integrating with the system and using advanced calendar and scheduling capabilities. This allows Thoughtful to pull important case-related information from PracticePanther's system automatically, track deadlines, appointments, and other vital tasks, and automatically send reminders and notifications to the appropriate parties, such as the lawyers and clients. Additionally, Thoughtful can use machine learning algorithms to improve the case management process over time by learning the user's preferences and work habits.
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$4,500
Value