DigiServ - Clio Legal Practice Management Solution

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

This demonstration by DigiServ, powered by UiPath, demonstrates how RPA can improve the speed and quality of routine processes within a legal practice.

Digi, the persona of RPA from DigiServ, will process routine legal notice emails and attachments received frequently by the law firm:

• Processing several new notice emails, downloading attachments
• Improving the attachment filename by adding the case number (gathered from email subject) and date / time received
• For each attachment:
• Using case # from email subject, gather the internal matter ID and client name (via lookup from internal records)
• Place PDF into the Clio practice management system, into the appropriate client/matter folder
• Send an email notifying the contacts (such as attorneys, paralegals, clients, etc) of the newly received notice
• Archive the original email to “Processed by Robot” folder for future reference

This is but one example where DigiServ can help you leverage UiPath RPA for a more efficient and more accurate practice using Clio, or other similar business applications.

Components used within the demonstration: UiPath, Outlook, Clio practice management, and a CSV file.

DigiServ is helping you grow a better business by eliminating boring work. Contact us at info@digiserv.tech for further discussion.

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.