Performance Automation
In today’s fast-paced legal environment, automating performance processes is key to maintaining efficiency and meeting client expectations. CASENGINE’s performance automation tools are designed to help law firms optimize workflow, reduce manual tasks, and ensure that every aspect of case management runs smoothly.
Workflow Automation
1. Task Automation
Automatically assign tasks based on case types, deadlines, or roles, ensuring that no task is overlooked and the right team members are engaged.
2. Deadline Alerts and Reminders
Set up automatic notifications for critical deadlines, filing dates, and client follow-ups to ensure nothing slips through the cracks.
3. Document Generation
Automate the creation of frequently used legal documents by setting up templates and pre-filled fields, saving time on repetitive paperwork.
4. Client Intake Automation
Automate client onboarding with custom workflows that collect necessary information, assign team members, and trigger subsequent actions.
Workflow Automation
1. Task Automation
Automatically assign tasks based on case types, deadlines, or roles, ensuring that no task is overlooked and the right team members are engaged.
2. Deadline Alerts and Reminders
Set up automatic notifications for critical deadlines, filing dates, and client follow-ups to ensure nothing slips through the cracks.
3. Document Generation
Automate the creation of frequently used legal documents by setting up templates and pre-filled fields, saving time on repetitive paperwork.
4. Client Intake Automation
Automate client onboarding with custom workflows that collect necessary information, assign team members, and trigger subsequent actions.
Performance Tracking and Reporting
Case Progress Tracking
Monitor the progress of ongoing cases with automated tracking tools, helping you identify bottlenecks and areas for improvement.
Employee Performance Metrics
Measure the performance of your team with metrics like billable hours, task completion rates, and case outcomes, helping you manage resources effectively.
Custom Reports
Generate detailed reports on case performance, client activity, and overall firm productivity, tailored to your specific needs and preferences.
Real-Time Analytics
Access real-time data and analytics to track key performance indicators (KPIs), allowing you to make informed decisions quickly.
Client Management Automation
Simplify the way you manage client relationships with automated tools that enhance communication, improve client satisfaction, and streamline case updates.
Set up automatic email or SMS notifications for case updates, court dates, and deadlines, keeping clients informed without manual intervention.
Provide clients with access to a secure online portal where they can view case updates, invoices, and documents at their convenience.
Automate the process of gathering client feedback through surveys or review requests after case closure, improving future services.
Automatically sync client data across different systems and databases, ensuring that all information is current and accurate.
Billing and Financial Automation
Automated Invoicing
Generate and send invoices automatically based on billable hours, case completion, or predefined billing cycles.
Payment Tracking
Automatically track and update payment statuses, sending reminders to clients for overdue invoices and reducing the administrative burden.
Revenue Forecasting
Use automated financial data to project future revenue based on case volume, billing patterns, and payment histories.
Expense Management Automation
Automate expense tracking and categorization, ensuring that all reimbursable costs are accounted for and billed to the appropriate clients.
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See how CASENGINE can help your law firm get organized and practice more efficiently.