Legal Operations
Solution by
Streamline legal workflows with automated intake, case management, and secure document handling for law firms
Contact partner- Use case: Operations
- Industry: Legal
- Region: North America
This solution is perfectly suited for law firms seeking an efficient and reliable way to manage client information from initial contact through case resolution. It offers key features such as client intake forms, secure document storage, automated document generation, integrated eSignature, expense & time tracking, billing and invoicing, automated email communication, and dashboards for actionable insights. These features help address the unique challenges of legal professionals by streamlining data management and enhancing decision-making.
Key features
- Client Intake Forms
- Document Storage & Management
- Case Management
- Time & Expense Tracking
- Billing & Invoicing
- Automated Email Communication
- Dashboards for actionable insights
Services
- Free demo and consultation
- Customization of solution and custom development
- Consulting for process and workflow optimization
- Ongoing on-call solution support
About the partner
We are an agency with 7 skilled monday.com experts, focusing on delivering outstanding services to monday.com users. Our services include process mapping, implementation, strategy, custom integrations, training, & ongoing support. We also specialize in QuickBooks integrations through our marketplace app. We serve a wide range of industries including Healthcare, Manufacturing & Marketing.
Contact information
Address: New York, NY, USA
Phone: 347-924-0104
Email: lydia@workflowmagic.co
Website: https://workflowmagic.co/
