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Run the businessRuns when something happens

Give your team back the hours lost to retyping

Tell Viktor where the data starts and where it has to end up, for example intake form to Clio or call notes to case notes. He builds the automation, tests it on a real record and keeps it running.

Viktor asks a few setup questions, shows you a first result, then keeps it running

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The prompt

Every day my team copies data by hand from [source, for example our intake form or inbox] into [destination, for example Clio, MyCase, HubSpot or a spreadsheet]. Ask me what triggers it and which fields matter, then build an automation that does it for us. Run it once on real records and show me the result, and turn it on only after I approve. After that keep it running, tell me the same day if anything fails, and every Monday list any records that do not match between the two systems.

Words in [brackets] are yours to fill in. Viktor asks for anything else he needs.

What Viktor does

  1. Asks which copy-paste job costs the most time and which fields matter

  2. Builds the automation (for example intake form to Clio or MyCase, new matter to Dropbox or SharePoint folders, Slack or email case chatter to case notes, signed DocuSign to CRM stage)

  3. Runs it once on real records so you can check every field

  4. Keeps it running and tells you the same day if a run fails

  5. Every Monday lists records that do not match between systems

How we count the outcome

We count the hours of retyping saved when a Viktor automation moved the data and your team used the record. Each hour is valued at a paralegal's full hourly cost (per month).

Example with typical numbers, not a customer result.

Estimate, default inputs: 110 handoffs a month (5 a weekday, for example new matter to folders, intake form to practice system, call notes to case notes) x 12 minutes = 22 hours; x 0.5 = 11 hours a month, about $475 of paralegal time.

Proof

CollabED built 27 automations with Viktor in 75 days.
Kaley Barrow and Mike Williams, CollabED (from a coaching business)
Read the case study →

Works with

Needs

  • the two systems you copy between
  • for example Clio
  • MyCase
  • Filevine
  • HubSpot
  • Google Sheets or Excel

Also uses

  • Dropbox
  • SharePoint or OneDrive
  • Gmail or Outlook
  • DocuSign

What it sets up

1 automation (event or schedule), 1 weekly mismatch check, 1 failure alert

Your first result

One real record moved end to end and shown to you for checking, in the first conversation

Questions

Any two tools Viktor can connect to, including Clio, MyCase, Filevine, HubSpot, Google Sheets, Excel, Dropbox and SharePoint. If a tool has no integration, Viktor tells you before he builds anything.

4.8 on G2G2 rating: 4.8 out of 5 stars

Pick one outcome and
hand it over today.

Paste a use case into Viktor. He asks what he needs and shows you a first result in the same conversation.

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