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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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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

Ally Pediatric Accomplished a 90% Reduction in Their Invoice Processing Time

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Healthcare

Keplr Vision

Keplr Vision Experiences an Impressive 95% Reduction in Processing Time

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Healthcare

MB2 Dental

MB2 Dental Innovates with Bots and Saves 80 Hours Per Month by Automating

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all case studies

Thoughtful is ready to automate your Legal processes.

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,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

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,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

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,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

CB

Credit Bureau Investigation

After retrieving a Dispute letter, the bot,automatically gets information from four credit bureaus and Accounting/ERP system.

legal,finance/accounting,all industries,accounts receivable,credit & collections,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,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

These are just some of the systems our bots work with...

Fiserv

Wells Fargo

Florida LSOP

Florida EPortal Filing

And more! Search your application on our use cases page!

Our bots are better, faster, smarter.

Our FREE process evaluation is your first step toward automation.

Limited Time Offer: 3 Days Remaining

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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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Future of Work

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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RPA

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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RPA

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