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Termi

Last Updated: October 21st, 2022


Termi Overview

Description

Termi is an AI-enabled virtual assistant and knowledge management solution for law firms. This powerful tool sits on your screen as a deceptively simple chatbot. On the back end, it integrates with all of your firm's major applications and databases. By simply typing questions in the chat, users can perform a vast array of activities that used to require slow, frustrating back-and-forth interactions with other business functions. Need to know outstanding AR for a particular client? Termi can look it up. Can't find the new hire onboarding deck? Termi will go into your messy DMS and get it for you. Want help performing a specific task in your financial system? Termi can serve up the right training video. Termi also comes with a robust dashboard platform for slicing and dicing data. Say goodbye to complicated SQL queries and hello to simple drag-and-drops! With no more waiting on reports or IT help tickets, your firm's productivity goes through the roof. Contact us for a free demo.

Product Snapshot

Parent Company
Helm360
Year Founded
2015

Features

Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)

Document Automation and Assembly
Automated Document Generation and Assembly
Collaboration Tools for Document Automation
Conditional Logic Support
Encryption in transit
Integrations with Document Management Systems
Language Support for International Languages
Process Automation
Templates - Create Documents and Forms from Existing Documents
Templates - Create New Documents and Forms from User Content
Integrations with CRM
Templates - Calculated fields support
Templates - Queries/Interviews Builder for User Inputs
Content Library Management
Integrations with Digital Signature Apps
Workflow Management
Integrations with Business Process Systems
Document sets/Packages Supported
Templates - Prebuilt Forms and Documents Included
Extranets or Portals for Document Sharing
Version Control
Templates
Enterprise Legal Management (ELM)
Legal Service Request
Matter Collaboration
Document Management
Matter Managment
Analytics
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
Time and Billing
Insights and Analytics
Time Tracking
Invoicing Tools
Trust Accounting
Automatic Time Capture
Preauthorizaed Payments
Split Billing
LEDES Invoicing
Bulk Billing
Knowledge Management
Collaborating Tools
Data Repository
Unified Search
AI Search
Workflow Automation
Conditional Workflows
Reminders and Notifications
Templates
Show more

Learning Resources

Videos


Screenshots

Termi works on desktop, mobile, and tablet
Termi works on desktop, mobile, and tablet
Termi can sit directly within apps like Outlook
Termi can sit directly within apps like Outlook
Termi can serve up videos, documents, and much more
Termi can serve up videos, documents, and much more

Product Snapshot

Parent Company
Helm360
Year Founded
2015

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