Skip to content
Automate Done For You Automate Done For You Automate Done For You Automate Done For You
  • 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
Get Started

HomeSynchronization of case data across internal systemsCase Management & Intake Automation

Case Management & Intake Automation iconCase Management & Intake Automation

Case Management & Intake Automation

Synchronization of case data across internal systems

admiJuly 7, 20251 min read
Case Management & Intake Automation

Reminders for time-sensitive case deadlines

admiJuly 7, 20251 min read
Case Management & Intake Automation

Integration with external court case management systems

admiJuly 7, 20251 min read
Case Management & Intake Automation

Intake data validation and completeness check

admiJuly 7, 20251 min read
Case Management & Intake Automation

Document upload, tagging, and organization by case

admiJuly 7, 20251 min read
Case Management & Intake Automation

Conflict of interest screening automation

admiJuly 7, 20251 min read
Case Management & Intake Automation

Case creation and assignment to appropriate public defenders

admiJuly 7, 20251 min read
Case Management & Intake Automation

Automatic case intake from emails and online forms

admiJuly 7, 20251 min read
Case Management & Intake Automation

Automated case status updates to clients

admiJuly 7, 20251 min read
Case Management & Intake Automation

Automated creation of case summary reports

admiJuly 7, 20251 min read
Case Management & Intake Automation

Automated client intake form submission and processing

admiJuly 6, 20251 min read
Case Management & Intake Automation

Trigger automatic referrals to appropriate services

admiJuly 6, 20251 min read
  • 1
  • 2
About
  • About us
  • Our vision
  • Careers
  • Press
Product
  • Embedded
  • Meetings
  • What's New
  • Status
  • Reference Docs
Pricing
  • For Messaging
  • For Meetings
  • Enterprise
Support
  • Getting started
  • Support Center
  • Terms of Service
  • Security
  • Sitemap

Copyright: © 2026 Lumi WordPress theme by UiCore. All Rights Reserved.

Follow us on social media
Automate Done For You
  • 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