An employment law boutique wanted a single intake and matter system that turned client emails, court filings, and prior firm work into a structured record the firm could actually query.
Every new matter began as a long client email, a stack of attachments, and a phone call. The facts were already there. The dates were already there. The prior employer's policies, the dates of complaints, the names of supervisors, the references to specific incidents, all of it was sitting in the email thread, and a paralegal would spend hours manually extracting it into a spreadsheet that would later get abandoned.
Across hundreds of matters over the firm's history, the firm had drafted the same standard letters, the same complaints, and the same first-pass discovery requests. Each one was started fresh from a generic template because the firm's prior letters were not in a place anyone could search.
An intake system that reads the client email, the attached documents, and any related court filings, and parses the underlying facts and dates into a structured matter record. The record holds parties, employers, timeline of events, prior complaints, EEOC filings, settlement history, and the procedural posture of any pending matter.
Underneath it sits the firm's database of prior matters and prior work product. When the new matter resembles an old one, the system surfaces the relevant prior letters, complaints, and discovery requests to the partner. The first draft of the firm's standard letter to the employer is pre-populated using the parties and dates from the matter record, in the firm's voice, drawn from the firm's prior letters on similar fact patterns.
The partner reviews and edits. The output is a draft, not a filed pleading. Judgment stays with the lawyer.
Intake on a new matter takes minutes instead of an afternoon. The firm's prior work is queryable for the first time. Associates who joined the firm last year can find the firm's settled view of recurring fact patterns the way the senior partner would describe them, instead of asking the senior partner.
The firm owns the code, the database, and the prompts. New matter types are added by the firm's own people without calling us back.