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Case Preparation

This bot locates and prepares case documents.

Function:

Case Management

Law Firm Management

Steps

  1. Get documents from client.
  2. Sort and locate various documents for preservation and disclosure.
  3. Locate unstructured data in notes and documents and add relevant information into structured forms.
  4. 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

Bill.com
Bill.com

Crunch Accounting

Crunch Accounting
Crunch Accounting

FinancePal

FinancePal
FinancePal

FreshBooks

FreshBooks
FreshBooks

Infor

Infor
Infor

Microsoft Dynamics GP

Microsoft Dynamics GP
Microsoft Dynamics GP

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

QuickBooks

QuickBooks
QuickBooks

Sage Intacct

Sage Intacct
Sage Intacct

SAP

SAP
SAP

Xero

Xero
Xero

ZarMoney

ZarMoney
ZarMoney

Zoho Books

Zoho Books
Zoho Books

CaseAware

CaseAware
CaseAware

Clio

Clio
Clio

mycase

mycase
mycase

Pacer

Pacer
Pacer

Smokeball

Smokeball
Smokeball

Practice Panther

Practice Panther
Practice Panther

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