Case Study: Global Legal Helping Company achieves 100% accuracy and a 90% increase in efficiency with Automation Anywhere

RPA Bots for Salesforce provides seamless, efficient execution of operations

A technology services leader for the legal industry needed to streamline operations across many large, global clients and acquisitions. Manual, nonstandard processes — including creating a new client workspace and related QC tasks — took about four hours per request, caused frequent data-entry errors, and squeezed profit margins as digital data volumes grew.

The firm deployed RPA Bots for Salesforce (Salesforce Connector) together with Automation 360 on cloud so Salesforce-triggered workflows fire bots to create workspaces and capture native document images automatically. The automation delivered faster processing, eliminated manual errors (reported 100% accuracy), increased efficiency by about 90%, improved employee experience, and is being scaled further with Discovery Bot and front-office use cases.