DigiServ is a digital business services consultancy focused on helping businesses achieve profitable growth through digital transformation, streamline corporate operations and enhance stakeholder trust by protecting sensitive information.​Kevin Stoneham, President and founder of DigiServ, has over 30 years of experience in business technology, including 23 years at one of the world's leading professional services firms.&nbsp;&nbsp;​Kevin is an innovative, solutions focused CIO and global technology&nbsp;leader who identifies opportunities for increased quality and efficiencies contributing to profitable growth. Kevin has significant P&amp;L and corporate leadership experience executing business strategies to improve client engagement, streamline operations and protect sensitive information in large and small firms.&nbsp;&nbsp;Kevin has extensive international experience having successfully established global shared services organizations in 15 countries across the Americas, Europe and Asia.

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President

This demonstration by DigiServ, powered by UiPath, demonstrates how RPA can improve the speed and quality of routine processes within a legal practice.Digi, the persona of RPA from DigiServ, will process routine legal notice emails and attachments received frequently by the law firm:<ul><li>Processing several new notice emails, downloading attachments</li><li>Improving the attachment filename by adding the case number (gathered from email subject) and date / time received</li><li>For each attachment:</li><li>Using case # from email subject, gather the internal matter ID and client name (via lookup from internal records)</li><li>Place PDF into the Clio practice management system, into the appropriate client/matter folder</li><li>Send an email notifying the contacts (such as attorneys, paralegals, clients, etc) of the newly received notice</li><li>Archive the original email to “Processed by Robot” folder for future reference</li></ul>This is but one example where DigiServ can help you leverage UiPath RPA for a more efficient and more accurate practice using Clio, or other similar business applications.Components used within the demonstration: UiPath, Outlook, Clio practice management, and a CSV file.DigiServ is helping you grow a better business by eliminating boring work. Contact us at info@digiserv.tech for further discussion.

This solution demonstrates UiPath managing emailed legal notices to be filed in a case folder within the Clio legal practice management solution. 

DigiServ - Clio Legal Practice Management Solution

DigiServ - Clio Legal Practice Management Solution