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Legal Example project

Freeing fee-earners from intake and document review

A boutique law firm

[XX%] Intake time reduction
<5 min First response to new enquiries
[XX hrs] Saved on document review per month
100% Enquiries acknowledged instantly

Solicitors lost billable hours to client intake, chasing documents, and wading through long files before they could advise. Prospective clients often waited too long for a first response and went elsewhere.

Document triage — reading, summarising, and flagging issues in lengthy contracts and reports — pulled fee-earners away from the work they were trained for.

A client intake and qualification agent that responds to new enquiries instantly, gathers the right details, and flags potential conflicts — so a lawyer is always in the loop but the grunt work is done before they pick up the file.

A document review assistant that summarises long files, extracts key clauses and dates, and highlights risk areas. Confidentiality is built in from the ground up; a lawyer reviews all output before it moves forward.

New enquiries get an immediate, structured response — no prospect waits overnight. Intake is faster and more consistent. Fee-earners spend their time advising clients, not on document triage.

The firm takes on more work at the same headcount.

“Our solicitors finally spend their time on law, not admin.”

— Managing partner (illustrative)

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