A case study on transforming a law firm's intake process with smart automation and integrations.
The Problem: A mid-sized law firm was losing potential clients during their lengthy onboarding process. Document collection alone took 5+ days, conflict checks were manual, and client communications were inconsistent.
The Solution: We built an automated intake system that: - Sends personalized document requests via secure portal - Automatically runs conflict checks against their database - Triggers welcome sequences and appointment scheduling - Syncs all data to their practice management software
The Results: Onboarding time dropped from 2 weeks to 2 days. Client satisfaction scores increased 40%. The intake team now handles 3x the volume with the same headcount.