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E-Discovery

This bot automates the gathering and processing of discovery information.

Industry:

Legal

Function:

Case Management

Law Firm Management

Steps

  1. Get relevant data from predefined sources including emails, documents, social media content, direct messages, etc.
  2. Scan and index specific phrases for relevant case information.
  3. Perform error handling.
  4. Perform deNISTing and Optical Character Recognition (OCR) where applicable.
  5. Prepare documents and email distribution list for review.

Popular Applications

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

Bill.com
Bill.com
Crunch Accounting
Crunch Accounting
FinancePal
FinancePal
FreshBooks
FreshBooks
Infor
Infor
Microsoft Dynamics GP
Microsoft Dynamics GP
NetSuite
NetSuite
ProfitBooks
ProfitBooks
QuickBooks
QuickBooks
Sage Intacct
Sage Intacct
SAP
SAP
Xero
Xero
ZarMoney
ZarMoney
Zoho Books
Zoho Books

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