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Automations and Agents Legal 3 weeks 2025
Law Firm Document Processing
Mid-Size Law Firm
70% faster client onboarding
The line we built
Orange: the build does it. Hollow: people still do.
- Documents arriveEmail, fax and uploads (stays with your people)
- ClassifiedKey details extracted (AI takes this step)
- Case summaryThe buildDrafted from the intake form (AI takes this step)
- RoutedTo the assigned attorney (AI takes this step)
- Attorney reviewsThen the consultation (stays with your people)
- The build does this
- People still do this
The challenge
A 12-person law firm spent 15+ hours weekly manually reviewing intake forms, sorting documents, and drafting case summaries, slowing down client onboarding.
- Paralegals spent 3+ hours per new client just on intake paperwork
- Document classification was entirely manual across email, fax, and uploads
- Case summary drafting delayed initial consultations by 2-3 days
The solution
Automated intake pipeline that classifies incoming documents, extracts key details, and drafts preliminary case summaries, routed directly to the assigned attorney.
Deliverables
- 01AI document classification and data extraction pipeline
- 02Automated case summary generation from intake forms
- 03CRM integration for client onboarding workflow
- 04Attorney notification and assignment routing
Technology
- n8n
- Claude AI
- Google Workspace
- Clio (Legal CRM)
The results
70% faster client onboarding.
- Onboarding Speed
- 70%
- Hours Saved Weekly
- 12+
- Intake Accuracy
- 95%
- From kickoff to live
- 3 weeks
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