Legal Operations

Solution by

Streamline legal workflows with automated intake, case management, and secure document handling for law firms

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 partner