Legal – High-Volume Personal Injury Firm: Intake-to-Litigation-Prep AI System

Industry: personal injury. Size: 85 legal staff. Complexity: high marketing volume, contingency fees, strict bar advertising rules. Systems: case management, call center, medical records vendors.

Manual intake scripts, lost web leads after hours, records chaos, copy-paste demands. Bottlenecks at paralegal assignment and insurer comms. Revenue impact when statute deadlines loomed.

Unified matter creation from omnichannel intake, AI scoring for case viability, automated conflicts and retainer flows, records orchestration with status agents, demand workspace with RAG over case documents.

1. Trigger: call, web, chat, referral.
2. AI extracts facts, runs conflict check.
3. Matter structured; retainer sent.
4. Retainer signed triggers records strategy.
5. Records requests, chasers, PDF merges.
6. Attorneys review demands; negotiate.
7. Outcomes improve viability model.

Intake Qualification Agent, Conflict Agent, Records Chaser Agent, Medical Chronology Agent, Demand Draft Agent.

SOC2-minded stack, encrypted docs, CM APIs, vector store per matter, LLM with retrieval grounding.

Clio, Filevine adapter, Twilio, PostgreSQL, OpenAI, OCR pipeline, Zapier replacements

Qualified intakes +31% without headcount; records cycle time −40%; demand first-draft time −55%; attorney review hours reallocated to court appearances.

Build: 11 weeks. Deploy: phased by case type. Optimization: 12 weeks on demand templates.