LegalAI Assist
AI chatbot reducing legal intake time by 70%
Duration
10 weeks
Team
3 engineers
Year
2024
A mid-size law firm with 45 attorneys was losing potential clients during the intake process. Their reception staff could only handle 15-20 intake calls per day, and 60% of callers who couldn't reach someone never called back. The firm was leaving significant revenue on the table.
Legal intake is nuanced. The chatbot needed to ask the right questions to triage case types, identify conflicts of interest, assess urgency, and collect sufficient details for an attorney to evaluate the case — all while being empathetic and professional. A single wrong classification could mean a missed deadline or a conflict violation.
Trained a fine-tuned GPT-4 model on 5,000 anonymized historical intake transcripts provided by the firm
Built a multi-turn conversational flow that adapts questioning based on case type detection
Integrated with the firm's practice management software for automatic conflict checking and case assignment
Implemented human-in-the-loop escalation for high-value or urgent cases with immediate attorney notification
The numbers tell the story.
Average intake conversation from 25 minutes to 7 minutes
24/7 availability tripled the number of potential clients captured
Attorneys spend less time on initial case screening
“The chatbot is better at intake than most of our junior associates. And it never takes a lunch break.”
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