Legal Firm Client Intake Automation
Client: Midwest Law Group
“The AI intake system has transformed how we handle new clients. We're capturing more qualified leads and our team can focus on what they do best—practicing law.”
Key Metrics at a Glance
Quick overview of measurable improvements
The Challenge
Understanding the problem we solved
Manual client intake process causing delays and missed opportunities
Key Challenges:
Intake coordinators manually reviewed every inquiry, leading to 5-day average response times
High-value cases were lost due to delayed responses and inconsistent follow-up
No standardized qualification process resulted in 40% of intake time spent on non-qualified leads
Manual data entry created errors and duplicate records across multiple systems
After-hours and weekend inquiries went unanswered until Monday morning
No visibility into intake pipeline performance or conversion metrics
Business Impact
Tangible value delivered to the client
$2.4M additional annual revenue from captured leads
$180K annual savings in operational costs
62.5% reduction in manual intake work
94% client satisfaction with intake experience
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