Robotic process automation
IN A BIT Bot
Move information between the systems your people already use—without repetitive data entry.
- 8–10 hrs
- Saved weekly per administrator
- 24/7
- Unattended processing windows
- Any API
- Integrates with any system
Designed for real operations
Give administrators back up to 8–10 hours every week.
A dependable digital worker for rules-based processes across case management, CRM and line-of-business platforms. We use our own RPA tooling, chosen to suit each project, and can integrate into the APIs of any system — including case and practice management platforms like Proclaim and Actionstep.
Case and CRM sync
Keep key records aligned across disconnected systems.
Rules-based accuracy
Run repeatable steps consistently, with clear exceptions for review.
Human oversight
Keep approval points and operational controls exactly where they matter.
Where the time goes
The work that quietly consumes your week
- The same client details typed into a case management system, a CRM and a spreadsheet.
- New matters opened by hand, with fields missed under pressure.
- Reports and reconciliations that only one person knows how to produce.
- Overtime and temporary cover absorbing volume that never really goes away.
How it works
A controlled rollout, start to finish
STEP 1
Map the process
We sit with the team doing the work, record each click and decision, and agree the exact rules, exceptions and approval points.
STEP 2
Build the digital worker
We build the bot with the RPA tooling best suited to the project, integrating through the APIs of your existing systems — no replatforming, no rip-and-replace.
STEP 3
Run under supervision
It runs to a schedule or on trigger, logs every action, and passes anything unusual to a named person for review.
STEP 4
Measure and extend
We report hours returned and error rates, then roll the same pattern into the next process.
Capabilities
What it handles day to day
Matter and case creation
Open new files with complete, consistent data drawn from your intake source.
Cross-system data sync
Keep case and practice management systems like Proclaim and Actionstep aligned with your CRM and finance tools — through APIs from any system.
Scheduled and triggered runs
Work overnight, hourly, or the moment a record changes.
Exception handling
Unclear records are queued with context instead of being guessed at.
Document assembly
Populate templates and letters from verified system data.
Full activity log
Every step recorded, so audits and supervision are straightforward.
Works with
Every IN A BIT product integrates with your case and practice management systems — including Proclaim and Actionstep — and with any other platform that exposes an API.
“The conveyancing bot removed around eight hours of data entry per administrator every week, and the accuracy is better than doing it by hand.”
Common questions
A useful first conversation