Tonkean monitors uploads to your document repository (e.g. Google Drive or OneDrive) and uses optical character recognition (OCR) and AI to automatically extract necessary specified details such as claimant names, Social Security numbers, and effective dates. Tonkean then creates a matter, notifies the relevant individuals, and initiates the proper workflows as defined by your processes and policies.
Tonkean catalogs all processed documents in a centralized dashboard for the legal team and provides a real-time dashboard for each new matter that allows attorneys and other stakeholders to track it through its lifecycle. From the dashboard, users can assess all the various extracted information, and review the document itself.
Tonkean LegalWorks offers end-to-end matter lifecycle management capabilities, but it can also usher your mail-originated matters across your existing tools as an automation and orchestration layer. Connect to CLM applications like Ironclad and SimpleLegal, eSignature platforms like Docusign and Adobe Sign, CRM platforms like Salesforce and Hubspot, and more. Learn more here.
Tonkean's workflow builder allows users to create automations without having to write any code, with drag-and-drop tools that can be mastered by non-technical users. Define steps and sequences, and connect to all the relevant applications and data sources.