Client intake triaged in a single pass

Client

Kestrel Legal

Industry

Legal

Duration

4 weeks

Stack

Clio, SharePoint, Slack, OpenAI

Result

1-pass triage

Metal shelves of white archive binders with one orange binder

In short

A knowledge assistant reads new matters against past case files and routes each one to the right partner, with cited sources.

The problem

Every new inquiry bounced between associates before landing with the right partner. Context was buried in years of case files nobody had time to search.

What we built

A private knowledge assistant over Kestrel’s archive. It summarizes each new matter, surfaces similar past cases with citations, and suggests an owner in Slack.

The result

Triage now happens once, on arrival. Partners see the brief, the precedent and the recommendation in one message.

“Intake used to take a paralegal all morning. Now the summary is waiting when we sit down.”

Hannah Lowe, Practice Manager

Next case

Pallas Goods

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