Customer file management and automation
The customer file is the heart of your reactor. Centralize all information, stakeholders, budgets, time spent, performance and documents. Each file is a complete workspace for 360° management.
But also...
Matrix and AI plugin
Automated document production
Create document templates en masse with dynamic variables linked to your files. Import matrices from your DMS and use our AI to transform any document into an intelligent template, automating the production of your deeds.
- Intelligent dynamic variables
- Import from EDM
- Automatic AI transformation
Customer file templates
Standardize and save time
Save a complete customer file as a template for future similar cases. Copy the task structure (LegalDay), DMS tree structure, document matrices and even assigned teams to start a new case in record time.
- Complete folder backup
- LegalDay structure copy
- Automatic team assignment
Our software is packed with other features, all interconnected in harmony. Schedule a demonstration if you're still not convinced.