• Automate client intake • Manage medical updates • Centralize case data
• Zoho Forms capture client data • CRM auto-creates lead entries • Triggers case routing & reminders
• Bots fetch EHRs & reports • Real-time data entry • Faster claim processing
• Predicts case trends • Sends alerts & reminders • Reduces admin load
• HIPAA-compliant forms • Custom legal workflows • Secure record management