Symplicy and Septeo Lawyer Solutions announce a collaboration to automate attorneys’ matter openings.

As part of this collaboration, Symplicy’s smart form integrates with Septeo Lawyer Solutions, enabling attorneys to automatically enter client and matter records.

Ask your client to complete a form and let Symplicy automatically create your contact and matter sheets in Septeo Lawyer Solutions (Air or Neo). Symplicy’s intelligent form structures, analyses, and qualifies every request before it reaches you in your preferred practice-management software, Septeo Lawyer Solutions.

You can then leverage the full power of Septeo Lawyer Solutions to exploit the data collected and properly structured by Symplicy: draft…

• Your pleadings,
• Your motions,
• Your individual client-risk analysis (anti-money-laundering),
• Your financial reports on the firm’s activity,
• …

This integration therefore marks the end of manual data entry and the errors that can stem from it in your line-of-business software.

The collaboration was announced during Septeo Lawyer Solutions’ client day on Thursday, 5 June, where Symplicy hosted a workshop for attorneys to help them automate their workflows.

Adrien Dumonceaux, CEO and co-founder of Symplicy, commented: “Our attorney-clients asked us for the integration; we listened and delivered. One of our top priorities is continually to bring even more value to our clients. This integration takes us a step closer to that goal. I am highly impressed by the combined talent of the Septeo Lawyer Solutions team. Their AI-powered software for lawyers is a promising sign for the future. We therefore embarked on this integration with great enthusiasm.”

“The integration of Symplicy with our Air and Néo solutions provides genuine relief for our clients. Double entry is a thing of the past: essential information—client contact details, companies, quotations, statuses, and more—is automatically injected into the correct contacts and files. The process is straightforward, seamless, and, above all, reliable. It allows us to save time where it truly matters,” declared Cyrille Noël, Sales Director at Septeo Lawyer Solutions.

This integration has already earned praise from a mutual attorney-client who attended the event: “Using the client-identification form, developed with Symplicy’s assistance and tailored to our internal needs, allows us to increase client responses and significantly improve data collection, thereby ensuring better compliance with our obligations, particularly regarding client identification. The newly announced Symplicy/Secib linkage lets us anticipate a substantial administrative time saving in processing the collected data,” testified Mr Bruno Dor, partner at the business law firm Solis Law.

Connect your Symplicy Smart Form to Septeo Lawyer Solutions

Stop wasting time transferring information manually into your line-of-business software. Automate it!

Keeping your contact and matter lists clean and accurate at all times, with zero effort on your part, has never been easier. You can start today to connect your Symplicy form to Septeo Lawyer Solutions.

And above all, do not move forward alone: we are at your side to help you get the most out of the integration; contact us.