Case study · Law firm
Composite solo / small law firm — 1-3 partners, no junior producer.
Community intel puts solo / small firms at roughly ~$300K+/year lost on the intake-cycle-time plus conflict-check gap — that anchor is why this engagement was scoped. The numbers below are before / after for a composite solo / small law firm (1-3 partners, no junior producer), not a named real client.
$500–$5,000 / month retainer · $3K–$15K setup · no offshore reselling
Composite solo / small law firm, 1-3 partners, no junior producer. Intake-cycle-time plus conflict-check gap = lost matters.
Before / after
Four numbers, on a composite solo / small law firm.
The readings below are composite shapes drawn from community intel — they describe the arc of the engagement, not a real named client. Treat the before column as the starting position and the after column as where the engagement lands once the four automations below are wired in.
Intake cycle time
~3 min
Before: ~hours to days to first human reply on a new matter request
Intake chatbot picks up the new-matter request, screens for practice area, and books the conflict-check window before the next partner review block — closes the cycle-time gap that loses matters to the firm that replied faster.
After-hours lead capture rate
~4/wk
Before: ~0 / week from after-hours web enquiries
After-hours SMS replies route into the same intake flow as new web enquiries — no separate inbox, no Monday triage pile.
Conflict-check completeness
~99%
Before: ~62% of new matters checked against the existing matter list on Friday review
Every new-matter intake fires a conflict run against the existing matter list before partner routing, with a logged escalation lane on any partial match.
Document-collection rate at intake
~85%
Before: ~28% of required intake documents collected before the first partner call
A doc-request checklist fires the moment the matter is opened, with one nudge at +72h if a document goes unreturned, and a partner escalation lane if the checklist is still incomplete at T-7d.
Composite solo / small law firm, 1-3 partners, no junior producer. Intake-cycle-time plus conflict-check gap = lost matters. Figures are composite narrative, not invented per-client facts.
What we shipped
Four automations, wired into the stack the law firm already lives in.
Each automation lands inside the practice-management tooling the firm already pays for — no new platform, no parallel inbox, no junior-producer handoff in week three. The run-down below is composite narrative for the cohort of solo / small firms this case study describes.
Triggers
- New web matter enquiry
- After-hours SMS reply
Channels
- Web widget
- SMS
Stack
- Practice-management matter intake record
Triggers
- New matter intake
- Existing matter list match
Channels
- Conflict-flag email
- Partner escalation lane on partial match
Stack
- Existing matter list table
- Conflict-log
Triggers
- After-hours SMS inbound
- No reply within 30 minutes during business hours
Channels
- SMS auto-reply
- First-touch reply queue
Stack
- Practice-management intake log
Triggers
- Matter opened
- T+72h unreturned document
- T+7d incomplete checklist
Channels
- Doc-request SMS
- Partner escalation lane at T-7d
Stack
- Secure document portal
- Opt-out flag respected
Composite solo / small law firm, 1-3 partners, no junior producer. Intake-cycle-time plus conflict-check gap = lost matters. Triggers, channels, and stack describe the engagement shape, not a real named firm.
Talk to the founder
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