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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...

  • Lawfirm onboarding
  • Retainer management
  • Legal document creation
  • Legal contract assessment
  • E-filing case update
  • New case conflict checking

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automating processes in a checklist

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

The bot cut down the time taken to attain the desired outcomes by roughly 90%.

Healthcare

Keplr Vision

95% reduction in the processing and validation time of financial information in various reports from multiple locations.

Healthcare

MB2 Dental

MB2 Dental, a Dental Partnership Organization (DPO), saves a nominal amount of time extracting and manipulating financial data from reports.

all case studies

Our integrated, automated, workforce is ready to join your practice.

CP

Case Preparation

This bot locates and prepares case documents.

Legal,Case Management,Law Firm Management,Payroll,Human Resources,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

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,Banking,Accounting,Reconciliation,Auditing,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

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,Banking,Accounting,Reconciliation,Auditing,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

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,Banking,Accounting,Reconciliation,Auditing,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

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,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

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

CC

Credit Card Fee Trust Account Adjustment

This bot locates and transfers back to the IOLTA account credit card processing fees.

Legal,Banking,Accounting,Reconciliation,Auditing,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

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,Payroll,Human Resources,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

Discover, E-Discovery

EF

E-Filing Case Update

When there are updates to a case, this bot updates and submits the new version in E-Portals.

Legal,Case Management,Law Firm Management,Payroll,Human Resources,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

E-Portal, File, Case

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 bot library page!

Our bots are better, faster, smarter.

Our FREE process evaluation is your first step toward automation.

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