About the Client
The client is a law firm in the United States that runs on Litify, with intake, case managers, attorneys and accounting working in one Salesforce org.
Business Challenges
Skilled people were spending their day on work that repeats.
- First drafts of agreements and letters were assembled by hand from templates and the details already in each matter.
- Contracts and documents from other parties had to be read line by line to catch unusual terms, missing clauses or figures that did not match the matter, and how closely that happened depended on who had time that day.
- Questions about case status, firm procedures and pay went to the few people who knew the answers, interrupting their work and slowing everyone else down.
Webuters’ Solution
Staff choose the document and the AI produces a first draft from the firm's own approved templates and the facts already in the Litify matter. A lawyer reviews and approves it before anything is sent.
Incoming contracts and documents are checked against the firm's rules. Unusual or unfavorable terms, missing clauses and figures that do not match the matter are highlighted and routed to the responsible attorney before signing or sending.
Staff and attorneys ask questions in plain English, from how to do something in Litify to where a case stands. Answers come only from the firm's own data and procedures, follow Litify permissions and hand off to a person when the AI is unsure.
A lawyer approves every draft and every alert outcome, the AI sends nothing on its own, client data stays within the firm's Salesforce org and approved AI services, and every output is logged with who approved it.
The Impact
Case Studies
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