Customer Quote

We’re using RPA Bots for Salesforce to help us make smarter decisions on where the work should go—to automation or to the standard queues.

Senior Manager
Operation Engineering

Customer achievements.

Customer Achievements




Efficiency increase

Automation increased efficiency and accuracy – and employee satisfaction.

Prior to automation, every time a client had a new case, the company had to create a new workspace within their platform, as well as complete a variety of associated tasks and QC measures. In addition to the queue the requests sat in, the entire process took about four hours to complete.

There was also a high rate of human error when entering information. Processes throughout the industry, and between clients, were not standardized, and profit margins were impacted by significant price compression in digital data processing.

Processes automated.

  • Creating client workspace
  • Capturing images of native documents

Customer overview.

Technology services leader helping global companies in the legal industry streamline business operations to scale and drive efficiency. This helps drive impactful operational change, scalable execution, and business-wide efficiencies.

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