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Use Case

All Use Cases

LD

Legal Document Management

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

Industry:

Legal

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
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
CaseAware
CaseAware
Clio
Clio
mycase
mycase
Pacer
Pacer
Smokeball
Smokeball
Practice Panther
Practice Panther

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LD

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