Client intake that stops dying in email
Constructed example (representative, not client-identifying)
- Problem:
- Intake arrives as messy email threads; data gets retyped and lost.
- Automation:
- Parse inbox + attachments, extract key fields, create the record in the system of record, request missing info automatically.
- Result:
- Faster intake, fewer misses, consistent data.
- Controls:
- Human approval before creation, identity-linked change log, rollback switch, retention policy.
Monthly reporting without copy-paste
Constructed example (representative, not client-identifying)
- Problem:
- Reporting requires manual exports, cleanup, and deck assembly.
- Automation:
- Pull from source systems, standardize, generate PDF/Slides in firm format, deliver on schedule.
- Result:
- Reports ship reliably without senior time.
- Controls:
- Locked templates, run logs, access controls, output review step.
Document classification that actually sticks
Constructed example (representative, not client-identifying)
- Problem:
- Docs get filed wrong or not filed at all.
- Automation:
- Classify by client/matter rules + metadata, file to the right location, tag for retrieval.
- Result:
- Less hunting, cleaner matters.
- Controls:
- Confidence thresholds + review queue, audit trail, least-privilege storage access.
Follow-ups triggered by reality, not memory
Constructed example (representative, not client-identifying)
- Problem:
- Follow-ups depend on "I'll remember," which is adorable and false.
- Automation:
- Trigger nudges based on status/dates/events, draft messages with constraints, log everything.
- Result:
- Fewer dropped deals and stale candidates.
- Controls:
- Rate limits, approval gates, full send log with identity and timestamps.