Get Thoughtful+ Insights

Automation news, RPA best practices, and time and money-saving tips, straight to your inbox.

LD

Legal Document Management

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

Function:

Case Management

Law Firm Management

Steps

  1. Get document request from either email, web portal or other source.
  2. Fill in form fields and prepare document from source data.
  3. Send to recipient(s) for signature.
  4. Log status in document tracking dashboard and/or Case Management system.
  5. Check for completed signature(s).
  6. If incomplete and past predefined wait term, send reminder email and update status in document tracking dashboard and/or Case Management system.
  7. 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

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

Share

LD

Request a demo of this bot

A no obligation way to understand how automation can increase efficiency, productivity, and accuracy.

Related