- Legal Automation
- AI Legal Client Tracking
- AI-powered legal intake
Using AI: log and track new legal matters and client details
Automate the capture and organization of new legal matters and client interactions in a centralized system to ensure accurate and timely record-keeping. Use AI-driven transcription and data extraction to populate matter details, call notes, and client information automatically, reducing manual data entry and errors. Eliminate information silos, improve responsiveness, and maintain a comprehensive audit trail for regulatory compliance.
Filter by common apps:
Smith.ai
AI by Zapier
Zapier Tables
- Effortlessly Capture and Record Client Call Details with Smith.ai, AI by Zapier, and Zapier Tables