Optimized Document Management

Challenge

A large legal practice had a labor-intensive document management and review process, consuming significant resources.

Solution

We connected Outlook (email) with Clio (document management system) and OpenAI (for document review and extraction). This automation saved emailed documents directly to Clio and used AI to review and extract relevant information.

Results

1. Manual document handling reduced by 80%
2. Review time reduced by 50%
3. 35% of document review FTEs reallocated