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  1. Legal Automation
  2. Legal Client Tracking
  3. Automate client info

Capture and process client information from submissions and calls

Automatically capturing and organizing client information from forms, calls, and submissions eliminates manual data entry and ensures timely updates across your systems. This automation streamlines team notifications, ticket creation, and database updates so nothing falls through the cracks. By centralizing client details in one place, you’ll improve response times and maintain accurate records with minimal effort.

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