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Collecting client I.D. and compliance verification
admi
Author:
admi
Documentation and Compliance
Collecting client I.D. and compliance verification
Documentation and Compliance
Certificate of service automation for court documents
Documentation and Compliance
Automated template population for standard legal docs
Documentation and Compliance
Automated redaction of confidential information
Documentation and Compliance
Automated document generation (motions, letters, subpoenas)
Client Intake and Lead Management
Syncing client intake data with case management software
Client Intake and Lead Management
New inquiry email notifications to staff
Client Intake and Lead Management
Lead capture from website/contact forms to CRM
Client Intake and Lead Management
Conflict check automation between new clients and existing cases
Client Intake and Lead Management
Collecting client e-signatures for engagement agreements
Client Intake and Lead Management
Client document upload and approval workflow
Client Intake and Lead Management
Automated new client intake form processing
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Industries
Education
Corporate
Professional Services
Agriculture
Recreation
Arts
Food & Beverage
Social Services
Government
Wholesale
Healthcare
Retail
Non-profit
Religious
Lead gen
Ecommerce
Use cases
FAQ
Contact
Get Started