SaveYa Tech Overview
Description
SaveYa Tech builds custom software and AI for law firms, around how each firm already works instead of making the firm adapt to a product. We build inside the systems firms already pay for, like Clio, Lawmatics and Microsoft 365. What we build: intake automation that takes a new lead from the first call to an open matter, where one click by an attorney opens the matter in Clio and sends the fee agreement. Complete firm phone systems with recordings, transcripts and call notes filed to the matter. KPI dashboards that read straight from Clio. A case-file reader that ties every fact to the exact words and page it came from, and names the files it did not read. Engagements start with a build phase and move to a lower-cost maintenance phase. You work directly with the two people who build it.Features
Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)
Workflow Automation
Conditional Workflows
Reminders and Notifications
Templates
Document Review and Analysis
Intelligent Data Capture and Extraction with Batch Processing
Document Review and Evaluation for Due Diligence, Analytics and Reporting
CRM, Marketing and Business Development
Encryption
Customization
Messaging
Client Intake
Scheduling
Firm Analytics, KPIs and Reporting Tools
Legal Business Intelligence
Advanced Analytics
Insights & Recommendations
Power BI integration
Alteryx integration
Integrated Legal KPI Dashboard
Client KPIs
Matter KPIs
Financials
Productivty KPIs
Productivity Target Tracking
Matter Tracker
Trust
Accounts Receivable
Dashboards
Custom Reports
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