Legal services
Regional law firm
Case management platform
Challenge
Case files lived across spreadsheets, Word documents, and a legacy practice system.
Solution
A single case workspace with AI-assisted review, document handling, and team handoffs.
Outcome
One system replaced three tools and reduced manual file preparation across the team.
What the workspace supports
The list is limited to functions documented for this engagement.
- 01Case workspace
- 02Document handling
- 03Team handoffs
- 04AI-assisted review
Capabilities used
- Custom business system
- Document handling
- AI implementation
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