Use Case

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CP

Case Preparation

This bot locates and prepares case documents.

Industry:

Legal

Function:

Case Management

Law Firm Management

Steps

Get documents from client.
Sort and locate various documents for preservation and disclosure.
Locate unstructured data in notes and documents and add relevant information into structured forms.
Populate and export pre-trial forms.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Bill.com

Crunch Accounting

Crunch Accounting

Crunch Accounting

FinancePal

FreshBooks

Infor

Microsoft Dynamics GP

Microsoft Dynamics GP

Microsoft Dynamics GP

NetSuite

ProfitBooks

QuickBooks

Sage Intacct

SAP

Xero

ZarMoney

Zoho Books

CaseAware

Clio

mycase

Pacer

Smokeball

Practice Panther

Practice Panther

Practice Panther

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