Legal Document Management

This bot manages and tracks documents from creation to final signature.

Function:

Case Management

Law Firm Management

Steps

Get document request from either email, web portal or other source.
Fill in form fields and prepare document from source data.
Send to recipient(s) for signature.
Log status in document tracking dashboard and/or Case Management system.
Check for completed signature(s).
If incomplete and past predefined wait term, send reminder email and update status in document tracking dashboard and/or Case Management system.
If complete, update status in document tracking dashboard and/or Case Management system.

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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