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Legal/Consulting
AI Intake & Document Summary Streamlines Client Onboarding
Client Overview
Boutique law firm handling 50–100 client inquiries monthly, each requiring document review and initial consultation.
Challenge
Paralegals were overwhelmed with reading long contracts and intake forms. Manual summaries caused delays and errors.
- 50-100 client inquiries monthly
- Paralegals overwhelmed with document review
- Manual summaries causing delays and errors
Solution
AI assistant collects intake details and automatically summarizes documents for attorneys.
AI assistant that collects client details through a guided intake form
Automatically summarizes uploaded documents for attorneys
Classifies case type and priority
Dashboard shows ready-to-review summaries with risk highlights
Visual Implementation
Intake form UI + before vs. after timeline chart
"
What used to take half a day now takes minutes.
— Senior Partner
Results
4× faster
Document review speed
-65%
Intake processing time
15 hours/week
Staff time saved
Tools Used
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