An AI paralegal and intake infrastructure for a law firm.
The firm was losing prospective clients to slow, manual intake and spending paralegal hours on repeatable work. They needed an always-on front door and an assistant that could handle the routine without dropping the relationship.
- 01
Built AI-driven intake using ElevenLabs so callers reach a natural voice agent, not a voicemail box.
- 02
Integrated the pipeline with Clio so intake data lands directly in the firm's case management system.
- 03
Stood up an AI paralegal layer to handle routine drafting and research support.
- 04
Designed the handoffs so humans stay in control of anything that carries legal weight.
The firm captures intake around the clock and offloads routine work to AI, while attorneys keep judgment and client relationships firmly in human hands.
CoCre8