AI-Powered Case Intake & Conflict Resolution
A mid-sized law firm handles 50+ new enquiries per month. Intake involves manual conflict checks across 5 years of records, lawyer assignment, and retainer drafting — a process that takes 2-3 hours per matter.
~10 hrs
Saved per week
95%
Conflict detection accuracy
60%
Faster intake
Zero
Missed deadlines
Automated Workflow
How the automation handles the entire process end-to-end
This workflow is for demonstration purposes only. We custom-build automation architectures tailored to each client's specific requirements, tools, and processes.
How It Works
Each step in the automation pipeline
Multi-Channel Enquiry Capture
Client enquiries arrive via phone, email, referrals, and website forms into a unified intake queue.
AI Case Analysis
AI agent extracts case type, jurisdiction, opposing parties, and key facts from the initial enquiry.
Conflict of Interest Detection
Automatically cross-references new matter details against 5 years of client and opposing party records.
Partner Review & Assignment
Flagged conflicts go to partner review. Clean matters are auto-assigned to the best-matched lawyer.
Key Date Extraction
AI scans submitted documents to extract limitation dates, court deadlines, and filing requirements.
Retainer Generation
Drafts a retainer letter with fee structure, scope, and terms based on matter type.
Client Follow-Up
Automated follow-ups if the retainer isn't signed within 48 hours, with escalation after 2nd attempt.
Deadline Monitoring
Ongoing AI monitoring of all active matter deadlines with alerts to assigned lawyers.
Before & After
The measurable impact of automation
Tech Stack
Tools and technologies powering this automation
Want this for your law firm?
Let's discuss how we can automate your workflows and save your team hours every week.
Get Started