Legal Services
Legal Workflow Automation
Manage legal consultations, contract reviews, and client communication workflows. Build workflows that streamline case management and client relationships.
Manage multiple cases, deadlines, and clients efficiently. Automate case intake, document management, client communications, and billing to focus on delivering exceptional legal services.
Key Capabilities
Build workflows that handle every aspect of your legal services processes with these powerful capabilities.
Case Management
Automate case intake, assignment, tracking, and deadline management workflows.
- •Case intake workflows
- •Case assignment and tracking
- •Deadline management and reminders
- •Case status updates
- •Case document management
Client Management
Streamline client onboarding, consultation scheduling, and communication workflows.
- •Client onboarding
- •Consultation scheduling
- •Client communication workflows
- •Document sharing and collaboration
- •Client portal access
Document Management
Generate, review, and manage legal documents with automated workflows and version control.
- •Contract generation workflows
- •Document review and approval
- •Legal document templates
- •Version control
- •Secure document storage
Communication & Client Follow-ups
Automate client communication and case updates via WhatsApp, Email, and SMS.
- •WhatsApp, Email, SMS integration for client communication
- •Automated follow-up workflows for case updates
- •Template-based messaging for consultations, deadlines
- •Document sharing via multiple channels
- •Client notification automation
- •Configured directly in workflows via integrations
Contract Management
Automate contract review, approval, execution tracking, and renewal reminders.
- •Contract review workflows
- •Approval processes
- •Contract execution tracking
- •Renewal reminders
- •Compliance tracking
Billing & Time Tracking
Automate time entry, invoice generation, and payment processing workflows.
- •Time entry workflows
- •Invoice generation
- •Payment processing
- •Billing reminders
- •Revenue tracking
Compliance & Reporting
Track regulatory compliance, case status, and performance with comprehensive analytics.
- •Regulatory compliance tracking
- •Case status reports
- •Performance analytics
- •Client satisfaction tracking
Example Workflow
Visualize how workflows can be structured for your legal services processes.
Legal Case Workflow
Integration Possibilities
Connect your existing tools and platforms to streamline your workflows.
Ready to automate your legal services workflows?
Start building workflows that transform your business processes.