Legal & Professional Services
Gulf Coast Law Group
Intake time cut by 40%
The Challenge
A personal injury law firm was spending 20+ hours per week on initial client screening, delaying qualified lead engagement.
The Solution
Implemented AI intake system with case type classification, urgency scoring, and conflict check prompts.
The Results
Gulf Coast reduced intake time by 40% and increased qualified lead conversion by 29%.
Key Metrics
40%
Intake time saved
Per client screening
+29%
Qualified lead conversion
More cases signed
< 5 min
Response time
For urgent cases
Our AI pre-qualifies leads so well that our attorneys only talk to clients they can actually help. It's tripled our efficiency and our close rate.
M
Michael Torres
Managing Partner, Gulf Coast Law Group
Playbook Highlights
- Case type classification: auto, workers comp, medical malpractice, etc.
- Urgency scoring based on statute of limitations and case details
- Conflict check prompt: names of opposing parties
- Calendar booking for consultations with attorney matching
- Intake packet email with case questionnaire link
Tech Stack
Clio (Legal CRM)CalendlyDocuSignEmail automation
Before & After
| Metric | Before | After |
|---|---|---|
| Avg intake duration | 18 min | 11 min |
| Lead-to-consultation rate | 34% | 51% |
| Admin hours per week | 24 hrs | 14 hrs |
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