Commercial law practice grows caseload without increased administrative burden

The Challenge: scaling caseload volume without increasing administrative costs

A boutique commercial law practice specializing in financial services matters was facing hundreds of additional cases per month after securing new client partnerships. This surge in caseload created an overwhelming administrative burden: extensive manual data entry by their administrative staff - assistants and paralegals - to create records in their case management software, summarize cases, and extract particulars to generate documents such as collections letters, UCC filings and other notices and case files. To manage the workload, the firm had several options: hiring additional administrative staff, engaging a software agency for a custom solution, using off-the-shelf legal tech solutions, or leveraging AI for law firms.

Heron's Solution: tailored document AI for lawyers

With Heron’s document AI for law firms, our customer achieved an automated system for handling the increased workload—at 80% lower cost than additional full-time employees. Here's how it works:

• Client emails and case files are automatically email-forwarded to Heron - no additional software required
• Heron's AI analyzes, classifies and extracts data from all emails and files related to a case or matter. Over 50 unique data points are extracted and synced for every case
• Heron integrates with our customer's case management system (CMS) to automatically create a case record and populate structured data and summaries about the case
• The structured data and summary extracted by Heron enables our customer to create the necessary legal documents with speed and precision