Two weeks ago, ECHO Technology Solutions announced its partnership with airSlate to enhance workflow automation for businesses and nonprofits. This collaboration allows us to integrate airSlate’s automation tools with our existing solutions, helping clients improve operational efficiency. One such use case is how law firms can integrate automated document workflows into their legal practice powered by Litify, streamlining case management and client communication for greater productivity.

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Integrate automated document workflows into your legal practice powered by Litify

Streamline client intake, document generation, compliance management, and case workflows by integrating airSlate WorkFlow with Litify. Automate repetitive administrative tasks, enhance collaboration, and maintain airtight compliance while syncing seamlessly with Salesforce. No coding required.

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Litify use case #1: Client intake

The Scenario

Legal professionals face growing challenges managing case workflows, generating high volumes of documents, and meeting compliance requirements—all while maintaining a client-centric approach. For firms using Litify, which runs on Salesforce, the need for automation to handle repetitive processes like intake, document creation, and e-signatures is essential to scaling operations and maintaining efficiency.

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Online Client Intake Forms:

• Create dynamic intake forms to capture client information, case type, and key documents directly on your website or sent via email.
• Use conditional logic to automatically generate documents and adjust form fields based on the type of case (e.g., personal injury, IP litigation, or family law).

Data Validation:

• Automate real-time data validation (e.g., verifying contact details or conflict-of-interest checks).

Case Creation in Litify:

• Automate the transfer of intake data into Litify, creating a new case record or updating an existing one without manual input.

E-Signature Collection:

• Collect signatures on retainer agreements or initial engagement letters via SignNow, ensuring quick onboarding of new clients.

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Litify use case #2: Case preparation and document lifecycle management

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Automated Document Creation:

• Generate legal documents such as contracts, subpoenas, or deposition notices using templates populated with client and case data from Litify.

E-Signature Workflow Automation:

• Route documents for signatures via SignNow. Multi-signer workflows ensure that internal and external stakeholders receive documents in the correct order.

Collaboration on Shared Case Files:

• Automate the distribution of case files to clients or opposing counsel, ensuring proper tracking and audit trails.

Version Control and Compliance:

• Ensure the latest versions of legal documents are always accessible and archived automatically in Litify.

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