Customers will see enhanced efficiencies in matter creation, automated document creation and client portal applications
Neota Logic, creator of the world’s leading no-code AI automation platform, and Repstor, the leading content management solution, have announced an innovative integration between their two products for the legal sector, which will revolutionise the matter creation and document automation process, and enhance client portal applications. The combined solution will be delivered by partner Transform Data International.
Matter creation process
For matters registered in a law firm’s practice management system (PMS), the combined proposition will automatically initiate an email to the responsible lawyer performing a risk assessment for client or matter intake. Depending on the outcome, the workflow will either initiate the additional approval request or create the client/matter directly in Repstor’s legal matter management solution, Custodian for Legal™. Users can then start working on the new matter seamlessly within the familiar Outlook interface. The Neota workflow will automatically save the risk assessment transcript, saving the results as a PDF file within the client/matter.
Document automation
Users will now be able to open a new Neota application dialogue within Outlook where important information is passed from the Repstor solution to Neota Logic. This means users can easily create complex contracts or other legal documents and automatically insert properties such as DocID, ClientID, MatterID, etc. Documents can be generated automatically in multiple languages and stored in Repstor Custodian for Legal dossiers in one go.
Client portal applications
The integration of Repstor Custodian for Legal with Neota Logic will allow law firms to embed Neota applications in SharePoint. This will enable users to provide their clients with self-service tools, such as data-breach advisors, document creation or request forms to request assistance with a new case and perform an online triage.
Commenting on the collaboration, Kim Massana, Neota Logic’s CEO, said, “We are thrilled to be working with Repstor on this exciting integration of our technology platforms. We envisage many areas where our combined technologies could have a dramatic effect in increasing efficiencies for professional services.”
Alan McMillen, CEO at Repstor, added, “We’re delighted to be working with Neota Logic. There is perfect synergy between our solutions which, combined, will produce end-to-end workflows that further transform efficiency for our clients through smart process automation.”