- Legal Automation
- Legal Client Tracking
- Eligibility Tracking
Classify and evaluate client inquiries for case eligibility tracking
This automation monitors incoming client inquiries and classifies them by eligibility criteria, automatically logging relevant details to a central system. It prioritizes cases that meet predefined requirements for faster follow-up while flagging those needing further review. This process ensures consistent data capture, minimizes manual effort, and accelerates client onboarding decisions.
Filter by common apps:
Bonsai
Google Sheets
- Automatically log accepted client proposals in Google Sheets for easy tracking