Smart Events

Streamlined Automation

Given the automation you would typically find in a workflow but shrink wrapped into selectable options to be deployed as and when you see fit and not when a workflow dictates. We can bundle up a whole variety of actions/processes into smart events for you and tailor them to your needs. This is all done as part of the consultancy and set up process prior to you going live with Denovo.

Workflow style automation

  • Create

    Multiple document packs to leads or clients

  • Onboard

    Digital onboarding of clients in minutes

  • Communicate

    Automated events to trigger the next message

  • Update

    Planned events can trigger any action to keep clients regularly updated

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Let us show you how to create a Smart Event.

How it works

Creating a Smart Event

We can create a new client smart event which when selected creates your TOB, Fee Estimate with correct charges and Money Laundering information. Smart Events can then be packaged up into one prepopulated email to the client and create a follow up reminder for 7 days’ time to follow up with the next action.

How it works

Enhance Manual Processes

Workflow scenarios for law firms who don’t want a full-blown workflow.

You can enhance repetitive manual tasks by packaging multiple documents & procedures into one event process.

Smart can even package an envelope of documents to send off to the client via DocuSign or Signable.

Benefits of using a Smart Event

  • Create Lead/Client/Matter Documents and/or Emails
  • Create & assign additional Events to Users.
  • Open or complete fields for Data Pages.
  • Run an action when an Email is Imported
  • Create & send Text Messages
  • Update Calendars
  • Open web pages

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Get started with Denovo today

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