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.
🎯 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
🛠️ 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
⚙️ 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
📊 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
📈 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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