SR Law Firm, a multi-practice legal office in Oakville, had their hands full with manual intake, follow-ups, and repetitive client communication. We deployed three targeted automations that eliminated 70% of their repetitive admin, reduced lead loss, and freed staff to focus on legal work, with zero change to their existing systems.
| Problem | Impact |
|---|---|
| Manual follow-ups on unsigned retainers | Missed clients and revenue leakage |
| Disorganized intake | Lead data lost across calls, emails, and forms |
| Constant status update calls | Interrupts deep legal work |
| Repetitive admin tasks | 5–8 hours/week wasted across team |
“Things often got out of hand, we were constantly chasing reminders, calls, and paperwork.”
✅ AI Intake Bot
✅ Retainer Reminder Assistant