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  1. Legal Automation
  2. AI Legal Client Tracking
  3. 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.

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  • Smith.ai
  • AI by Zapier
  • Zapier Tables