ANONYMIZED CLIENT WORK / 01
Boutique law firm
New enquiry to lawyer review
The operational problem
Each new matter triggered the same administrative sequence: read the first email, ask basic questions, request documents, create the client record, chase missing information, schedule a consultation and prepare the file for a lawyer.
What we rebuilt
- 01Categorized incoming enquiries by matter type and extracted the relevant information.
- 02Identified omissions, sent the appropriate intake questions and collected supporting documents.
- 03Created the matter, followed up on missing items and prepared a structured review pack with the original sources.
Outcome
Lawyers stopped opening partially prepared enquiries. They entered the process when the matter was sufficiently complete and ready for professional review.
Typical project scope
€6,000–€10,000