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Ongoing Client: Law Firm Operations

legallaw-firmclient-opsai-agentsworkflow-automation•
NetDocuments
iManage
Lexis+ AI
LawToolBox
RelativityOne
OpenAI
Slack
DocuSign
Gmail
Clio Grow

Client Intake Portal

Clio Manage

Conflict Check & Matter Open

NetDocuments

Secure Document Collection

OpenAI

OCR + Doc Intelligence

Lexis+ AI

Legal Research

OpenAI

Draft Strategy Memo

Gmail

Client Updates

RelativityOne

eDiscovery Collection

Optional
Clio Manage

Docket & Task Sync

LawToolBox

Court Rules Calendaring

DocuSign

Engagement Letter

Slack

Attorney Review

Clio Manage

Billing & Timekeeping

iManage

Case Closed Archive

Overview

This ongoing engagement rebuilt a full-service law firm into a productized delivery system powered by AI agents and workflow automation. Intake, research, document control, court calendaring, and billing are orchestrated in one pipeline so attorneys spend time on strategy instead of admin.

Product Specs

  • Unified client intake + conflict checks
  • AI-assisted document intake, OCR, and research
  • Automated engagement letter preparation + eSignature
  • Court rules calendaring and docket/task sync
  • Client updates, billing, and case archive automation

Pipeline Description

A new client enters through Clio Grow. Matters are created in Clio Manage, documents are collected in NetDocuments and iManage, and OCR + AI research accelerates analysis. Draft strategy memos route to attorneys in Slack for review, engagement letters go out via DocuSign, court rules are calendared in LawToolBox, and Relativity handles eDiscovery when needed. Client updates and billing flow through Clio, and final case files are archived in iManage.