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.

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

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