Law Firm AI Agent — Automating Case Intake and Document Review

The Problem

The firm received a high volume of inbound enquiries across web, phone, and email. Paralegals spent significant time on initial intake calls — gathering case details, asking qualification questions, and determining whether each enquiry met the firm's case criteria — before any attorney involvement.

After-hours enquiries went unanswered until the next business day, meaning the firm was losing potential clients to competitors who responded immediately. Document review for initial case assessment was also a time-intensive manual process.

Our Solution

We built an AI agent that handled three interconnected workflows:

• 24/7 intake qualification:The agent engages inbound enquiries at any hour, asks structured qualification questions, assesses case viability based on firm criteria, and schedules consultations for qualified cases — all without paralegal involvement.
• Document processing:Uploaded documents are automatically extracted, key facts identified, and a structured summary prepared for attorney review — reducing the time attorneys spend on initial case assessment.
• Client query handling:The agent answers common client questions about case status, next steps, and required documents, with escalation to a paralegal for complex or sensitive queries.