Mid-Size Law Firm

A 50-attorney law firm was overwhelmed with manual client intake processes. New matter setup required 12+ manual steps across 4 systems, taking 3-4 hours per client. Document processing involved manual data extraction from intake forms, and conflicts checks were done manually through spreadsheets, creating compliance risks.

We built a comprehensive client intake automation platform that captures client information through intelligent forms, performs automated conflicts checks against existing matters and clients, extracts key data from uploaded documents using AI, creates matter records across all systems, and generates engagement letters. The system includes role-based approval workflows and compliance tracking.

Implementation completed over 14 weeks: Week 1-3: Process mapping and system integration planning Week 4-6: Intelligent intake forms and conflicts checking engine Week 7-9: Document extraction and matter creation automation Week 10-12: Approval workflows and engagement letter generation Week 13-14: User training and rollout across practice groups Integration points: practice management system, document management, accounting, and CRM.