Client intake and document automation for a law firm
We automated client intake and document assembly so attorneys spend time on cases, not paperwork.
New clients filled out paper forms that staff re-typed into multiple systems, then attorneys hand-assembled routine documents. It was slow, repetitive, and a constant source of errors.
A secure intake workflow that captures client information once and an AI-assisted document assembly system for routine filings — with attorney review built in.
The problem
Every new matter started with the same friction: paper intake, manual data entry into several systems, and attorneys hand-building routine documents. The repetition was expensive and introduced errors that were costly to catch later.
What we built
- A secure digital intake that captures client details once and routes them everywhere
- AI-assisted assembly of routine documents, with mandatory attorney review
- Clear status tracking so nothing sits in limbo
The outcome
Time from first contact to signed engagement fell by 62%. Attorneys reclaimed hours of administrative work, and the firm onboards new clients with far fewer errors.
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