When taking on new clients or new projects from existing clients, law firms need a way to streamline the repetitive and time-consuming intake process. By automating this process, employees can easily gather and send standard paperwork with just a few clicks, and clients will receive automated reminders to complete any necessary forms. This way, employees can dedicate their time to the work that really matters: addressing clients’ needs. Request a demonstration today and we’ll show how this automated solution can expedite the intake process and increase client satisfaction.
We’ll showcase how our solution can:
- Pull relevant client data into templated documents such as NDAs
- Automatically route forms to the correct person for review and approval
- Provide better visibility so that it’s easy to track and monitor progress
- Automatically file completed agreements in the appropriate folder
- Work with your existing line of business systems, such as CRM
Remote Access to Critical Documents
Business Process Automation
100+ Workflow Templates
Easy-to-Build Electronic Forms
Robotic Process Automation
AI-Powered Smart Invoice Capture
Built-in Scanning Tools
And Much More!
About Accelerated Information Systems
Accelerated Information Systems (AIS) is an award-winning professional services firm focused on solving business challenges with software solutions. AIS provides expert guidance, utilizing industry expertise and a strong technical skill set to design, implement, and support enterprise solutions.
AIS provides a full suite of professional services including consulting, solution design, implementation, technical support, data conversion, system integration, training, and project management.
Clients of AIS include State and Local Government, Colleges and Universities, Financial Services (Wealth Management, Investment Advisors, Broker-Dealers), Manufacturers, Not-for-Profit Organizations, TV and Media, and Multi-National Non-Governmental Organizations.
Founded in 2005, AIS is headquartered in New York and is also certified in multiple other states as a Minority Business Enterprise (MBE) and a Disadvantaged Business Enterprise (DBE). In addition to their status as a Platinum Certified Laserfiche Solution Provider and the 2019 Laserfiche Cloud Solution Provider of the Year, AIS is a Microsoft Cloud Silver Certified Partner.