Transforming Legal Ops with AI & Automation
Challenge
About the Client
Industry: Legal Services
Scale: 175+ attorneys across multiple practice areas
A rapidly growing Indian law firm was handling complex, high-volume legal cases across teams and locations. As the firm expanded, leadership realized their existing digital systems could no longer support the scale, speed, and efficiency required to deliver a modern client experience.
Key issues identified:
- Disconnected systems across CRM, Power Apps, and reporting tools
- Heavy dependence on manual data entry and repetitive workflows
- Slow document generation and case processing
Limited real-time visibility into case progress and performance metrics
Business Impact:
- Productivity dropped, turnaround times increased, and legal teams experienced operational strain making it harder to scale without adding more headcount.
About the Client
Industry: Legal Services
Scale: 175+ attorneys across multiple practice areas
A rapidly growing Indian law firm was handling complex, high-volume legal cases across teams and locations. As the firm expanded, leadership realized their existing digital systems could no longer support the scale, speed, and efficiency required to deliver a modern client experience.
Key issues identified:
- Disconnected systems across CRM, Power Apps, and reporting tools
- Heavy dependence on manual data entry and repetitive workflows
- Slow document generation and case processing
Limited real-time visibility into case progress and performance metrics
Business Impact:
- Productivity dropped, turnaround times increased, and legal teams experienced operational strain making it harder to scale without adding more headcount.
Solution
Our team designed and delivered an AI-enabled, integrated legal operations platform that unified systems and automated critical workflows.
The solution included:
- A secure self-service portal for document access, payments, and case tracking
- AI-powered document automation and data extraction
Seamless integration across Power Apps, MS Dynamics CRM, and Power BI - An AI chatbot for client queries and internal task triage
Role-based dashboards providing real-time operational visibility
Our team designed and delivered an AI-enabled, integrated legal operations platform that unified systems and automated critical workflows.
The solution included:
- A secure self-service portal for document access, payments, and case tracking
- AI-powered document automation and data extraction
Seamless integration across Power Apps, MS Dynamics CRM, and Power BI - An AI chatbot for client queries and internal task triage
Role-based dashboards providing real-time operational visibility
Results
Within months of implementation, the firm achieved measurable improvements:
- 40% reduction in manual data entry and repetitive tasks
- 35% faster case processing and document turnaround
- Real-time visibility for leadership across cases and teams
- Improved client experience through self-service and faster responses
- Operational scalability without increasing administrative overhead
Within months of implementation, the firm achieved measurable improvements:
- 40% reduction in manual data entry and repetitive tasks
- 35% faster case processing and document turnaround
- Real-time visibility for leadership across cases and teams
- Improved client experience through self-service and faster responses
- Operational scalability without increasing administrative overhead