Law Pilot Use Case
One of the top US immigration offices in Texas contacted us to help them scale their business and meet increasing demands from an influx of new clients. They needed a more automated process to file and submit multiple immigration documents for the clients they serve effectively and efficiently.
To develop automated software program to streamline the data entry process while integrating the firm’s disparate systems.
To provide an Automated and Integration solution without raising the overhead costs.
Day-in-the-life shadowing internal team members to learn every aspect of their existing process.
After rigorous research and problem evaluation, our team designed and delivered a custom software solution with the capacity to handle end-to-end processes of the entire case management and client experience.
The solution embodied the following features:
AI-enabled client questionnaire which automatically auto-populated Data into multiple immigration forms
Case Management CRM tool for client outreach
Appointment and calendar dashboard, client invoicing and process systems
Application for seamless client communications
Innovative Technology used to enable our solution
With our customized solution and automation tools, our client accomplished more and grew their business without adding headcount saving them over 3 million dollars in expenses.