# 2. Legal Automation Platform – Case Intake, Assignment & Communication (RLORM Project)

### 📌 Overview

Designed and delivered a custom AI-powered platform for a law firm, replacing their reliance on INS Zoom for client communication, case intake, and assignment. The solution included an intelligent chatbot, dynamic case routing, and automated client status updates — reducing manual workload and improving turnaround times.

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### 🎯 Challenge

* Existing case management workflow via INS Zoom was rigid and required heavy manual intervention
* Legal staff handled client updates, case triage, and lawyer assignments manually
* Clients faced long response times for status updates and document requests
* Needed a more agile, AI-powered interface with multilingual, multi-channel support

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### 🛠️ Solution

**Technologies Used:** Azure OpenAI, Power Automate, GHL, Voice Flow, RAG, Custom Web Interface\
**Key Capabilities:**

* Built a **custom interface** to replace INS Zoom functions — including intake forms, case dashboards, and assignment logic
* Developed a **chatbot using Azure OpenAI + RAG**, capable of answering legal FAQs, collecting case data, and guiding clients through documentation
* Automated **lawyer assignment workflows** based on case type, location, and availability
* Configured **status update emails/SMS** based on CRM triggers and document workflows
* Integrated with GHL and Power Automate for backend routing and compliance logging

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### ⚙️ Architecture Diagram 

Client → Chatbot / Web Portal → Azure OpenAI + RAG\
↓\
Form Intake + Case Metadata → Case Assignment Logic\
↓\
Lawyer Dashboard → Automated Client Status Email/SMS → CRM Sync

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### 📊 Performance & Results

* Reduced dependency on INS Zoom by building an **end-to-end internal platform**
* 70% of client communication handled automatically
* **35% reduction** in paralegal workload
* **50% faster lawyer assignment** for new cases
* Response time to client status queries dropped to **under 10 seconds**

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### 📈 Impact

* Consolidated chatbot, lawyer workflow, and client updates into a single AI-driven system
* Reduced support cost and case processing time significantly
* Enabled multilingual, 24/7 access to case tracking
* Fully integrated with CRM for compliance, security, and audit readiness
* Aligned with best practices for governance and scalable CoE automation

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