Case Study: Sonder automates intake workflows with Josef

Josef powers Sonder to automate intake workflows

The customer, Sonder, a leading organisational wellbeing and safety platform, faced the strategic challenge of automating its legal intake processes. The in-house legal team sought a solution that would be mutually beneficial for both the end-users inputting data and the team triaging matters, aiming to cut through the noise and handle information seamlessly. They turned to the vendor, Josef, and utilized a product integration with Xakia to address this.

Josef implemented a solution by creating a bridge between its client-facing intake tool and the Xakia matter management software. This allowed end-user data to be automatically pushed from Josef to Xakia to create a new matter, completely eliminating manual data entry. This innovation easily saved the Sonder legal team hours of manual effort and created a more intelligent, scalable process for the future.

Sonder

Michael Bates

Head of Legal