AI Automation
Law Firm — AI Client Intake System
Built a custom AI intake and document processing system for a regional law firm, cutting intake time from 3 days to 2 hours.
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The Challenge
A busy law firm was losing potential clients to slow intake processes and spending paralegal hours on data entry from client forms and documents.
Our Solution
We built a multi-step AI intake chatbot, integrated document OCR and classification, and automated the CRM workflow so new matters were ready in hours, not days.
The Results
- Client intake reduced from 3 days to 2 hours
- Zero manual data entry for intake
- 25% increase in converted leads
- Paralegal hours saved redirected to billable work
Tech & Services
AI ChatbotDocument ProcessingLegal TechCRMOCR
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“The AI intake system has fundamentally changed how we operate. We look more professional, move faster, and convert more clients.”
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Marcus Torres
Managing Partner, Torres & Associates Law
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