Robotics in New Case and File Opening

Introduction

T-Impact work with ambitious law firms seeking to drive change and achieve rapid ROI through digital transformation, and one such example is the use of robotics within case opening. Speak with one of our experts to learn how companies throughout the UK are using robotics and AI to transform their approach to case opening, greatly reducing costs and improving accuracy in the process. 

The Problem

When opening a new file for a potential customer, there can be numerous potential data entry issues. Data is written into systems multiple times and Customer Due Diligence checks are performed to ensure a consistent and accurate workflow. However, to do this manually is time-consuming and highly tedious. 

The Solution

Some forward-thinking law firms have begun to digitalise this process. By using robotics to capture data at source, they can undertake numerous validation checks using internal IT systems as well as external legislation portals. This can be incredibly important in sectors such as the Legal industry which often need to refer to bodies such as Companies House and the Criminal Records Bureau. AI tools can be used in tandem with RPA to extract data from scanned images as well as text-based documents, before handing the data to a robot to enter the information into the relevant systems. 

Validation procedures can be captured and recorded in compliance records, which can be checked if any subsequent issues arise. When all automated tasks have been completed, the results can be extracted from multiple IT systems, cross-referenced for accuracy and then presented on a single screen for the relevant managing team’s final review and approval. 

The main benefit of using robotics to automate case opening or file opening procedures is a dramatic and consistent reduction of costs and improvement on capacity utilisation and company efficiency. We have seen robotic solutions generate cost savings of more than 60% and the process can begin quickly; in some cases the same day! 

To learn about our robotics subscription model or more information about how our robots can help transform your organisation’s approach to case opening, speak with one of our experts today. 

To learn about our robotics subscription model or more information about how our robots can help transform your organisation’s approach to time and expense management, speak with one of our experts today. 

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