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