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DigiServ - Clio Legal Practice Management Solution

Solution

Solution

Updated: September 11th, 2020

Published: December 7th, 2018

Enquiries: 2

Tags: robot

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DigiServ - Clio Legal Practice Management Solution

Solution

Summary: 

This solution demonstrates UiPath managing emailed legal notices to be filed in a case folder within the Clio legal practice management solution.


Details

Benefits

Speed - process time reduced to 17 seconds per file using RPA versus 2-3 minutes for human processing.
Accuracy - prefect handling of emails, file attachments and client/case lookup and placement. No human errors, distraction or delays.
Innovation - application of RPA to routine legal practice processes using Clio, a leading legal practice management solution.

Compatibility

UiPath 2018.4.0

Dependencies

UiPath 2018.4.0; 
Outlook (or other email system such as Google mail); 
Clio or similar business application