Client uses intuitive online calendar and/or website chatbot to book appointments:

• Intelligently routed to the appropriate staff member using round-robin and priority levels.
• Automatically added to the firm’s calendar for seamless scheduling.
• Client records in the CRM or case management system updated in real-time.
• Email and SMS reminders sent prior to the appointment.

Clients complete a step-by-step online form with ease.

• Dynamic field visibility ensures a streamlined, less overwhelming experience.
• Collects all essential details with clear and structured input.
• Automatically updates records in the case management system.
• Initiates the eSign process for the engagement letter, sent directly to the client.

Automated workflows in Case Management system:

• Automates case distribution and generates detailed task lists.
• Provides clear insights into workloads and the current status of each case.
• Sends reminders for upcoming deadlines and overdue tasks.
• Ensures staff have a prioritized list of tasks to work on, organized by importance.

Automated regular client updates and/or online portal:

• Automatically triggers emails, SMS, or postal letters with case status updates from your Case Management system.
• Delivers consistent, professional messaging using pre-defined templates.
• Employs secure AI chatbots to handle common client queries, leveraging your firm’s data.

Automated & dynamic document generation:

• Triggered by case status changes or button actions within your Case Management system.
• Accurately retrieves all relevant details directly from your systems.
• Enables centralized, firm-wide management of templates.
• Delivers consistent, tailored output aligned with your firm’s unique requirements.

Automated review requests & follow-ups:

• Triggered at specific case status points, occurring once or multiple times throughout the case lifecycle.
• Ensures consistent messaging using pre-defined email and SMS templates.
• Facilitates regular follow-ups across multiple channels.
• Syncs review collection data with your Case Management system for seamless reporting.

Automatically generated invoices & chasers:

• Triggered when the case is closed or after a set number of hours are billed automatically.
• Syncs seamlessly with QBO, Xero, or other accounting systems.
• Includes multiple payment options in the email sent to the client.
• Automatically applies interest and sends templated reminders via email, SMS, or post.

Real-time customized dashboards:

• Automated sync across all your systems into a centralized database
• All records are linked via consistent data manipulation pipelines
• The reports are refreshed in real-time/daily and are always up to date
• Reports & dashboards are customized to your firm’s specific needs

All your systems are in sync in real-time:

• 24/7 connectivity between systems through automation platforms and APIs.
• Ensures data is accessible across all systems, with staff utilizing a wider range of features.
• Connects tools even when native connectors are unavailable, using custom integrations.