Case Study · Legal
Automating document drafting and intake for a law firm
Automated client intake and first-draft document generation cut document turnaround by 70% and freed attorneys from repetitive drafting and data entry.
- Client
- A boutique law firm, 18 attorneys and staff
- Market
- Remote, US
- Timeline
- 6 weeks to launch
Anonymized and illustrative of a typical engagement.
- −70%
- document turnaround time
- 12+ hrs
- attorney time saved weekly
- 100%
- of intake captured digitally
- 6 wks
- to launch
01 / The challenge
Where the time was going
- 01Attorneys spent billable-grade time on non-billable drafting: assembling standard agreements, filling the same fields across documents, and re-typing client details that had already been collected once.
- 02Intake was manual and inconsistent. Details arrived by email and phone, got re-entered into the practice management system, and occasionally went missing, which delayed matters before they started.
- 03Turnaround suffered. Routine documents that should take an hour took a day because they queued behind everything else.
02 / The build
What we shipped
We automated intake and first drafts while keeping every document under attorney review before it left the building.
- 01Secure digital intakeClients submit details once through a secure flow that maps directly into the practice management system.
- 02Template-driven draftingFirst drafts of routine documents are generated from the firm's own templates, populated with intake data.
- 03Attorney reviewEvery draft routes to an attorney to review and finalize; nothing is sent without sign-off.
- 04Matter automationStatus updates, reminders, and routine client communications run automatically across the matter lifecycle.
03 / The results
What changed
The firm got faster without compromising attorney oversight.
Routine document turnaround dropped 70% as first drafts arrived in minutes instead of waiting in a queue. Attorneys recovered 12+ hours a week from drafting and re-keying, and intake stopped leaking details.
- −70%
- routine document turnaround
- 12+ hrs
- weekly attorney time recovered
- 1x
- client details entered, not repeatedly
“We get a solid first draft in minutes and spend our time practicing law instead of filling in fields.”
Partner, boutique law firm
04 / The stack
Built with, and what you own
The firm owns its template library, intake flows, and automations, on its own secure systems with attorney review built in.
- Document Processing & OCRAutomatically extract, classify, and process data from any document type with AI-powered accuracy.
- Workflow AutomationStreamline repetitive business processes with intelligent automation that saves hours every week.
- Custom AI Software DevelopmentPurpose-built AI applications designed specifically for your unique business challenges and workflows.
05 / FAQs
Questions about this build
Does automation send documents without review?
No. Every generated document is reviewed and finalized by an attorney before it goes anywhere.
Is client data handled securely?
Intake and storage run on the firm's own secure systems with scoped access; automation is limited to assembly and routing.
06 / More
Other builds
Want a result like this for your team?
Name the work that is costing you the most time. We will map the build, show what is worth doing first, and what it costs. If there is no fit, we will say so.