Process Discovery
Identify all of your processes that should be automated for time and cost savings, and let us generate automation workflows for you.
- Analyze your firm’s existing workflows to identify high-impact automation opportunities
- Eliminate inefficiencies to reduce time, costs, and manual effort
- Document and map processes suitable for automation within your existing systems
- Establish clear automation priorities aligned with your firm’s standard practices and goals
Practice Automation
Workflow Automation & Integration Service (for Coding, Forms, and Install Processes)
- Automate core legal workflows using the systems you already have in place to improve efficiency and consistency
- Eliminate repetitive manual tasks without changing or replacing your existing legal software
- Enhance accuracy, standardization, and turnaround times across your firm’s daily operations.
- Converting static templates into automated templates
- Mapping and configuring data fields
- Configuring forms for automation
- Testing templates to ensure accuracy and repeat use
- This engagement includes converting client-provided documents into automated templates, configuring data fields, and setting up form automation within the firm’s existing system.
- The system is stored in a central repository, (i.e. Clio, Rocket Matter, MyCase, Practice Panther for safer storage and faster retrieval.
