A personal-injury firm turned records chaos into demand-ready files, without adding headcount
Personal-injury firm with a steady caseload and seasonal intake spikes
The starting state
One auto case can land 200 to 500 pages of medical records from four to eight providers over several weeks. The chronology gets built by hand, gaps get flagged late, and the demand gets drafted while the statute of limitations counts down from the incident date.
Intake was the other pressure point. Lead response speed drives conversion, but the team couldn't reliably respond in the minutes that matter, especially when intake doubled in a busy season.
What we built
Five agents, scoped from a two-week discovery, wired into the firm's practice management, intake sources, and document storage.
What changed
- New leads are scored against the firm's acceptance criteria and a first response is drafted within minutes of the form arriving.
- The records requester chases providers and assembles the chronology as files land, instead of waiting for a paralegal to have a free afternoon.
- Demand packages draft from the chronology on the firm's own template, ready for the attorney to sharpen.
- The statute of limitations is computed from the incident date and jurisdiction, and escalated at 90, 60, 30, and 14 days out.
- The settlement explainer turns the settlement statement into a plain-language letter the client can actually follow.
- Nothing is sent, filed, or requested without attorney review.
How the engagement ran
Could this be your firm?
Start with a 45-minute working call. We walk through your stack and your top workflows, then scope a Discovery Audit if it's a fit.