Legal
RPA Solutions
About the client
The client is an established legal services organization offering a wide range of services that includes local and national court reporting, process services, registered agent services, and legal talent outsourcing, to name a few. The organization delivers highly responsive services with innovative and powerful technology for legal, insurance, and corporate leaders. Established in 1987, the organization is entrusted with mission-critical support functions from customers across the US, Canada, the Middle East, Europe, and East Asia.
Business needs
The court reporting services of the organization cater to a wide range of litigation practice areas. The organization aims to use technology to make the scheduling process agile and give its customers access to their deposition materials while providing a seamless remote experience.
Furthermore, the interactive, real-time court reporting enables transcript and annotation reports to be created in real-time and shared with colleagues, co-counsel, experts, and clients. With over 100K depositions taken annually and 1 million documents served to their clients at a national and international scale – Accuracy, reliability, and timeliness of the reports are imperative and should be the cornerstone of the organization.
Business challenge
With 60% of all occupations having automated at least 30% of their activities in the US, this legal services organization, a forward-thinking company, aspired to self-disrupt. The organization aimed to develop a solution that would enable them to become more agile in their operations and serve their customers with high-quality transcripts and reports validated at a much more in-depth level.
The existing solution was built on a legacy application that had accrued technical debt. To automate quickly and securely, boost efficiency, and enhance workflows, the organization aspired to develop a solution that would:
- Be error-free
- Automate conversions of their existing transcripts in several file formats aligned to their client’s demands
- Enable end-to-end automation to import the electronic transcripts into their current transcript management tool for in-depth validation and sign-off
To maintain its 98% completion rate, the organization looked for a solution to quickly and easily build workflows and templates to reduce repetitive tasks.
Trigent Solution
The organization invested in an advanced Robotic Process Automation (RPA) solution to modernize and extend its capabilities. The organization partnered with Trigent to develop an end-to-end intelligent automation solution integrating Digital Process Automation (DPA) with RPA. Trigent’s team expeditiously participated in a rigorous knowledge transfer to understand the organization’s processes.
The team built an intelligent automation solution on Windows Operating System (OS) framework leveraging Microsoft Power Automate. Trigent’s experts effectively replicated/reverse-engineered the existing automation processes and converted them using modern automation techniques, thus scaling up the process functionalities.
The RPA-led, low-code solution enabled the organization to import their transcripts to the transcript management platform leveraging the RealLegal E-transcript manager. Furthermore, Power Automate and Reallegal E-Transcript Bundle Viewer enabled the conversion of over 1 million documents into various formats such as American Standard Code for Information Interchange (ASCII), Rich Text Format (RTF), PDFs, and condensed PDFs.
To accelerate its voluminous tasks while scheduling the RPA processes, the organization desired to enable bots that executed the entire process independently, following a rule-based completion. The dynamic solution operated on a preset schedule wherein workflows triggered in the background based on events that occurred and then ran at any time in the cloud.
Client benefits:
Integrating the DPA with RPA leveraging Power Automate has enabled the organization to:
- Improved its productivity by 40%
- Eliminate errors in the system by 100% leveraging unattended RPA
- Free itself from repetitive tasks and focus on maintaining its timeliness, and report accuracy, thus maintaining its completion rate at 98%
Technology stack:
