Case Management AutomationPurpose
1.2 Automates routing of filings to appropriate clerks/judges, automatedly assigns case numbers, automates tracking of deadlines, and automates notifications for updates, improving oversight in judiciary case management operations.
1.3 Provides an auditable, automated process to meet statutory filing and docketing requirements and integrates with court management systems for seamless automation.
Trigger Conditions
2.2 Receipt of digital documents by secure upload, email, or integration endpoint.
2.3 Change in case status, court calendar event addition, or judge/attorney assignment.
2.4 API webhook triggered from external law enforcement, police, or attorney platforms.
Platform Variants
3.1 Microsoft Power Automate
• Feature/Setting: Automated flow – trigger on new SharePoint case list item; action: populate Dynamics 365 legal entity and send docket confirmation.
3.2 Zapier
• Feature/Setting: Automate Google Form submissions to create docket entries in Clio Manage using webhook action.
3.3 CourtAlert API
• Feature/Setting: Automates case filing with real-time CourtAlert ECF API endpoint; schedule automated docket pulls.
3.4 Filevine API
• Feature/Setting: Automatedly create new cases in Filevine on document upload via REST API POST.
3.5 Clio Manage
• Feature/Setting: Automates intake data into case record using “Create Matter” API; automated trigger on new client form.
3.6 Salesforce
• Feature/Setting: Automated Case object creation via Salesforce Flow on inbound emails; automator schedules docket deadline reminders through Process Builder.
3.7 DocuSign
• Feature/Setting: Auto-file signed documents to court’s DocuSign envelope; webhook automates creation of docket entry with timestamp.
3.8 NetDocuments
• Feature/Setting: Document upload triggers automated filing workflow; NetDocuments Workspace API automates metadata assignment.
3.9 Relativity Legal Hold
• Feature/Setting: Automates case assignment to legal hold via Relativity API; automatically updates docket entries on hold status change.
3.10 OnBase by Hyland
• Feature/Setting: Automated case ingest via OnBase Workflow Designer; configures automated docketing subworkflow.
3.11 OpenText Content Suite
• Feature/Setting: Automates court filing records management via Extended ECM Smart View; use REST services to automate docket index creation.
3.12 Laserfiche
• Feature/Setting: Automated document filing and docket index generation using Laserfiche Workflow activities.
3.13 iManage
• Feature/Setting: Automates creation of case folders using iManage API; automates filing of case documents via watcher.
3.14 Odyssey Case Manager
• Feature/Setting: REST API integration automates e-filing and docket entry on new matter triggers.
3.15 ShareFile
• Feature/Setting: Automated upload to case folder; use API to automate metadata tagging and notification.
3.16 Asana
• Feature/Setting: Automates docket deadlines as Asana tasks; configures webhook for docket updates.
3.17 Trello
• Feature/Setting: Automates case card creation per filing via Trello API; automator assigns due dates for docket events.
3.18 Google Drive API
• Feature/Setting: Automated upload triggers file move to case subfolder; file comments log automated docket actions.
3.19 Box
• Feature/Setting: Box Relay automates case intake workflow; API automates folder and document organization for court dockets.
3.20 AWS Lambda
• Feature/Setting: Automated serverless function to parse incoming submissions, assign case IDs, and post to case database or CMS.
Benefits
4.2 Automated audit trails and consistent record structure; automates compliance with judicial procedures.
4.3 Automates notifications and deadline tracking for legal staff, increasing accountability.
4.4 Automation enables scalable case management across multiple court divisions and jurisdictions.
4.5 Automating case filing and docketing frees resources for complex legal analysis and improves service delivery to the public.