LEGAL WORKFLOW AUTOMATION
Optimized case management and intake processes
Improve accuracy and ensure compliance while handling higher volumes of business with K2’s business process automation platform.
Automate legal processes
- Easily collate, search through, and track new matter intake for client management and billing
- Automatically gather necessary information for all team members—attorneys, paralegals, intake specialists, and more
- Connect and view information from other crucial third-party systems like RecordTrac and Verisk
- Digitize client collaboration and reduce back-and-forth communications, notifying customers via mobile or email when an action needs to be taken
- Digital document and data management for easy access, editing, reviewing, and collaboration across teams
- Simplified billable time tracking, client billing, and payment collection processes in one workspace
- Streamline contract management, routing drafts to appropriate reviewers
- Capture information necessary through SmartForms to file class-action lawsuits
- Manage IP portfolio and organize rights for easy usage and searchability that will differentiate your firm and increase the market value
- Capture all legal documentation and information needed to onboard and offboard employees
- Route approvals for things like headcount, offers, and payroll changes to the right reviewers
- Auto-generate customer invoices with contract details and immediately update accounting records for accounts receivable
- Track claims and policy information easily
Legal services companies worldwide rely on K2
Improving customer service while reducing operating expenditures
After replacing 13 legacy workflow technologies with a single platform based on K2, this law firm has sped up processes and reduced its annual operating expenditure by $205,000 a year.
Try K2 today
Try our user-friendly tools for free for 30 days. Or, one of our K2 experts can give you a guided demo online.