🏢 Client Overview

Firm: Law Office of Asima Roohi

Practice Areas: Immigration, Wills & Estates

Team Size: Solo + Admin Support

Location: Ontario, Canada

❌ The Problem

Before automation, the firm faced:

• ⏳ 6–8 hours/week spent manually responding to new client inquiries
• 📤 Frequent follow-ups for missing client documents (ID, executor info, affidavits)
• 📉 Delayed file progression and reduced client experience due to inconsistent communication
• 🧠 Admin distraction from high-value legal work

✅ The Solution: Smart Legal Ops Stack

We implemented a custom-built AI Intake & Follow-Up Bot that:

• 📝 Captures client information via a structured intake form
• 🧠 Uses GPT-4 to summarize and generate a personalized, professional response
• 📬 Sends the reply automatically via email
• 📊 Logs the full exchange to a Google Sheet for easy tracking