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AI Intake & RoutingLegal Services · United States
14 DAYS

11 hrs Reclaimed per Paralegal, per Week

11hReclaimed per paralegal / week
28Attorneys supported firm-wide
0Backlog carried into next intake cycle

A 28-attorney practice was routing every new matter through manual intake — paralegals re-keyed client details across systems, ran conflict-of-interest checks by hand, and triaged files before any attorney saw them.

We built an AI intake and routing pipeline: incoming matters are parsed automatically, conflict checks run against the firm's records, and each file is routed to the right attorney with a structured summary attached.

Paralegals reclaimed 11 hours a week each. The intake backlog that used to carry over into the next cycle dropped to zero, and every revision and sign-off is now structured, visible, and traceable.

Automated pipeline

01
INPUT

Matter Intake

Form or email

02
AI

Conflict Check

Automated against records

03
AI

Summarization

Structured file summary

04
PROCESS

Routing

Right attorney, right time

05
OUTPUT

Attorney Review

Ready to act on

Before vs after

Before
After

Paralegals re-key details across systems

Intake parsed and structured automatically

Conflict checks run manually per matter

Conflict checks run automatically on intake

Files triaged and routed by hand

Routed to the right attorney automatically

Backlog carried into the next intake cycle

Zero backlog carried over

Want to see what this looks like in your business?

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