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Интеллект Актив · Documents & workflows

Deadlines and payments under control

Added focused automations for daily obligations without replacing the CRM the team already used.

The situation

A legal team had a CRM but still needed reliable follow-up on payments, calls, case stages and court dates.

What we built

Added focused automations for daily obligations without replacing the CRM the team already used.

The result

Follow-up tasks and deadlines are visible within the existing process, with fewer manual checks.

Products

iiautomation · AI, CRM and business automation