Case Management and Documentation

Case Management and Documentation

Notification automation for missing client documents

admiJuly 7, 20251 min read

Case Management and Documentation

E-signature workflow initiation and tracking

admiJuly 7, 20251 min read

Case Management and Documentation

Document template population from intake data

admiJuly 7, 20251 min read

Case Management and Documentation

Deadline and statute monitoring with reminders

admiJuly 7, 20251 min read

Case Management and Documentation

Auto-generation of engagement letters and fee agreements

admiJuly 7, 20251 min read

Case Management and Documentation

Automated creation of case folders and subfolders

admiJuly 7, 20251 min read

Case Management and Documentation

Automatic evidence and document checklist updates

admiJuly 7, 20251 min read

Case Management and Documentation

Bulk document upload and OCR processing

admiJuly 7, 20251 min read

Case Management and Documentation

Progress note reminders and routing

admiJuly 6, 20251 min read

Case Management and Documentation

Risk assessment automation

admiJuly 6, 20251 min read

Case Management and Documentation

Secure case file access management

admiJuly 6, 20251 min read

Case Management and Documentation

Task assignment for case managers

admiJuly 6, 20251 min read