Case Preparation

This bot locates and prepares case documents.

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

Infor

NetSuite

ProfitBooks

Sage Intacct

Xero

mycase

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