Automated Document Workflows
Eliminating manual filing through intelligent API integrations for a busy law office
The Challenge
A 15-attorney law office handling family law and estate planning cases was drowning in document management. Paralegals spent 12+ hours weekly manually downloading documents from their practice management system (Clio), renaming files according to naming conventions, and uploading them to their document storage system (NetDocuments). This manual process led to misfiled documents, naming inconsistencies, and wasted billable time.
Our Solution
API Integration
Connected Clio and NetDocuments via their REST APIs for seamless data flow between systems
Smart Workflows
Automated document routing based on matter type, client, and document category with rule-based logic
Naming Convention Engine
Implemented automatic file renaming following firm standards: ClientName_MatterType_DocType_Date.pdf
Error Handling
Built notification system for documents that need manual review, with detailed logging
Results
- 12 hours per week saved on manual document filing across 3 paralegals
- 95% of documents now automatically filed without human intervention
- Document retrieval time reduced from 3-5 minutes to under 30 seconds
- Zero misfiling incidents since implementation (8 months)
- $31,000 annual savings in paralegal time redirected to billable work
Technologies Used
"This automation has been a game-changer. Our paralegals can now focus on substantive legal work instead of moving files around. It's paid for itself many times over."
— Managing Partner, Family Law Practice
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