Smart Event Task Automation
Streamlined Legal Software Automation
We’ll customise the software allowing you to choose which tasks to automate. This will give you the automation you would typically find in a workflow but shrink wrapped into selectable options to be deployed as and when you see fit and not when a workflow dictates. We can bundle up a whole variety of actions/processes into smart events for you and tailor them to your needs. This is all done as part of the consultancy and set up process prior to you going live with Denovo.
Workflow style automation
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Create
Multiple document packs to leads or clients
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Onboard
Digital onboarding of clients in minutes
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Communicate
Automated events to trigger the next message
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Update
Planned events can trigger any action to keep clients regularly updated
Watch this video
Let us show you how to create a Smart Event and Automate your Tasks
How it works
Creating a Smart Event
We can create a new client smart event which when selected creates your TOB, Fee Estimate with correct charges and Money Laundering information. Smart Events can then be packaged up into one prepopulated email to the client and create a follow up reminder for 7 days’ time to follow up with the next action.
How it works
Enhance Manual Processes
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“Using Smart Events in CaseLoad allowed us to reduce the time spent creating Client Care Packs down from 45 minutes to 45 seconds! The software gives us back valuable, fee earning time. It's incredible to think we used to do this any other way.”
Angela Ashcroft, Director , Mortons Solicitors
Benefits of using Smart Event Task Automation
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Create Lead/Client/Matter Documents and/or Emails
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Create and assign additional Events to Users.
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Open or complete fields for Data Pages.
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Run an action when an Email is Imported
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Create and send Text Messages
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Update Calendars
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Open web pages
