Included support
- Case fields, notes, tasks, and document links maintained
- Duplicate cleanup and missing data correction
- Reporting hygiene for intake, records, demands, and deadlines
CRM Management
A clean CRM your attorneys can trust.
We keep case fields, tasks, statuses, documents, notes, and follow-ups current so your reports reflect reality.
98%clean-data target
Dailyqueue work
Zeroorphan tasks
What You Get
Managed execution, not another tool to babysit.
This service can stand alone or plug into a larger Telamanis team.
Workflow
01
Audit CRM fieldsOwned by supervised remote staff with human + AI QA, auditing, and escalation.
02
Define hygiene rulesOwned by supervised remote staff with human + AI QA, auditing, and escalation.
03
Work cleanup queuesOwned by supervised remote staff with human + AI QA, auditing, and escalation.
04
Report exceptions weeklyOwned by supervised remote staff with human + AI QA, auditing, and escalation.
Want this workflow off your team's plate?
Request a free analysis and we will map the best staffing path for your firm.
Get Free Analysis