Optimized case management and intake processes.

Improve accuracy and ensure compliance while handling higher volumes of business with with leading-edge digital automation technology.

Improve new matter/business intake process while decreasing administrative costs

  • Easily collate, search through, and track new matter intake for client management and billing
  • Automatically gather necessary information for all team members—attorneys, paralegals, intake specialists, and more
  • Connect and view information from other crucial third-party systems like RecordTrac and Verisk
  • Digitize client collaboration and reduce back-and-forth communications, notifying customers via mobile or email when an action needs to be taken

Scale firm operations and manage all case details in a central location

  • Digital document and data management for easy access, editing, reviewing, and collaboration across teams
  • Simplified billable time tracking, client billing, and payment collection processes in one workspace
  • Streamline contract management, routing drafts to appropriate reviewers
  • Capture information necessary through SmartForms to file class-action lawsuits
  • Manage IP portfolio and organize rights for easy usage and searchability that will differentiate your firm and increase the market value

Manage your workforce for an easy employee experience

  • Capture all legal documentation and information needed to onboard and offboard employees
  • Route approvals for things like headcount, offers, and payroll changes to the right reviewers

Improve accuracy and speed of processing with all financial operations

  • Auto-generate customer invoices with contract details and immediately update accounting records for accounts receivable
  • Track claims and policy information easily

The time savings that we are seeing from our new K2-based workflow for English conveyancing will allow us to handle a higher volume of business without having to take on more staff.​


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Webinar Series: Part 1

Document Automation Made Easy

December 7 | 11AM| GMT+4