You can use Formally to organize legal casework, collaborate with clients, and automate legal form completion. The service extracts data from uploaded client documents, validates required information, and keeps reusable client records across different matters. Law firms can give corporate clients real-time visibility into case statuses through dedicated portals and automated progress reports. It tracks immigration deadlines like H-1B, L-1, and PERM filings while keeping sensitive data secure with strict zero-retention policies that ensure client data is never used to train artificial intelligence models.
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