Case & Document Management

Synchronize case updates with billing and practice management software

July 7, 20251 min read

Sync evidence and document uploads from emails to case management system

July 7, 20251 min read

Case & Document Management

Route documents for review and approval to designated team members

July 7, 20251 min read

Case & Document Management

Notify attorneys of newly uploaded or updated documents

July 7, 20251 min read

Case & Document Management

Monitor deadlines and set automated reminders for key case milestones

July 7, 20251 min read

Case & Document Management

Archive closed case files with appropriate retention policies

July 7, 20251 min read

Case & Document Management

Auto-track and log all client communications in the case record

July 7, 20251 min read

Case & Document Management

Automate creation and organization of case files and subfolders

July 7, 20251 min read

Case & Document Management

Automate time tracking entries based on calendar and email activity

July 7, 20251 min read

Case & Document Management

Generate and send templated legal documents based on case type

July 7, 20251 min read

Case & Document Management

Legal document version control

July 7, 20251 min read

Case & Document Management

Real-time client status notification

July 7, 20251 min read

Case & Document Management

Synchronize case updates with billing and practice management software

Sync evidence and document uploads from emails to case management system

Route documents for review and approval to designated team members

Notify attorneys of newly uploaded or updated documents

Monitor deadlines and set automated reminders for key case milestones

Archive closed case files with appropriate retention policies

Auto-track and log all client communications in the case record

Automate creation and organization of case files and subfolders

Automate time tracking entries based on calendar and email activity

Generate and send templated legal documents based on case type

Legal document version control

Real-time client status notification

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