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Legal
Gaining efficiencies in law firm administration.
When it comes to law firm administration, smart bots can take on many of the same tasks as their human counterparts. Time tracking, case management, and case settlements are just some of the automated solutions that make legal offices more efficient and effective. No integrations are required; our smart bots work on your software to perform processes for everyday functions like: Law firm onboarding, retainer management, legal document creation, legal contract assessment, e-filing case update, and new case conflict checking.
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Work just became less work.
Mycase, Pacer, Clio, a360inc. - sound familiar? These are all legal systems we train our bots to operate in every day. No integrations are required; they work like human co-workers to move data from one system to another.
use cases
These companies have
already seen the benefits of automation
Healthcare
Ally Pediatric
Ally Pediatric Accomplished a 90% Reduction in Their Invoice Processing Time
viewHealthcare
Butterfly Effects
Butterfly Effects Experienced an Astounding 235% Return On Investment
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Recruiting
Flux Resources
Flux Resources Freed Up 400 Hours Using the Advantages of Process Automation
viewall case studies
CP
Case Preparation
This bot locates and prepares case documents.
legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; caseaware; clio; mycase; pacer; smokeball; practice panther
Case Documents, Structured Forms
CS
Case Settlement Disbursement
When a case settles, this bot makes all of the entries both in the Accounting/ERP software and the Case Management software.
legal; accounting finance; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; clio; caseaware; pacer; practice panther; smokeball; mycase
Reconciliation, IOLTA, Trust, Banking, Disbursement, Settlement
CT
Client Trust Ledger Creation
Daily, this bot creates a separate ledger for each client with funds held in trust.
legal; accounting finance; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; clio; pacer; mycase; smokeball; practice panther; caseaware
Client Trust, Ledger
CT
Client Trust Ledger Reporting
This bot attaches a Client Trust Ledger Report to every invoice prior to sending it to the client.
legal,finance/accounting,accounting,reconciliation,auditing,case management,law firm management,banking,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Client Trust, Ledger
CC
Closing Client File Checklist
When a case is closed, this bot performs the closing necessary tasks.
legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; caseaware; clio; mycase; pacer; practice panther; smokeball
Case Management, Case Closing
CC
Conflict Checking of New Clients
This bot performs conflict checking on new clients.
legal,case management,law firm management,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Conflict Checking, New Clients
CB
Credit Bureau Investigation
After retrieving a Dispute letter, the bot,automatically gets information from four credit bureaus and Accounting/ERP system.
legal; accounting finance; all industries; accounts receivable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Credit, Collections, Accounts Receivable
CC
Credit Card Fee Trust Account Adjustment
This bot locates and transfers back to the IOLTA account credit card processing fees.
legal,accounting,reconciliation,auditing,case management,law firm management,banking,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
IOLTA, Trust Account, Credit Card Processing Fees
DI
E-Discovery
This bot automates the gathering and processing of discovery information.
legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Discover, E-Discovery
These are just some of the systems our bots work with...
Fiserv
Wells Fargo
Lighthouse Payments
Florida LSOP
Florida EPortal Filing
Pacer
mycase
CaseAware
Smokeball
Practice Panther
Clio
And more! Search your application on our use cases page!
Check out our blog
Automation: The Critical Deflationary Digital Transformation
Automation, when done right, will create new types of self-sustaining jobs in the global economy. To keep up with automation means falling behind, and this is why I hope everyone can agree it's worth the investment.
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How Can You Determine Your First Bot Use Case and Assess Its Value?
Identifying first-bot use cases can ensure that technology investments are focused on an organization's strategic goals. The value of your automation solution will be determined by your ability to assess the true pain point you are trying to solve.
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How Can You Tell if Your Organization Is Ready for Process Automation?
Robotic process automation (RPA) is transforming businesses of all shapes and sizes across the globe, enabling them to cut operational costs and become more agile. However, not all businesses realize it's time to invest in RPA.
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