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11Legal Services

Sterling & Vale

A matter management system that replaced billable-hour leakage with infrastructure.

3.1x
Matters per attorney
72%
Admin time cut
2 days
Intake turnaround
Growth trajectory — Matters per attorney
Before: 1.0xAfter: 3.1x
01The Challenge

Matter intake, document collection, and time tracking were scattered across email, shared drives, and paper. Billable hours leaked through gaps. Client communication was reactive and inconsistent.

02The Solution

Built a unified matter management system with automated intake workflows, AI-powered document analysis, client portals, and connected time tracking that captured every billable moment.

03The Outcome

Billable hours captured jumped, intake ran itself, and clients stayed informed without attorney time. The firm took on more matters without adding paralegals.

04What we built

We built a unified matter management system that automated intake from inquiry to engagement letter. AI-powered document analysis sorted, tagged, and flagged critical clauses in seconds. A client portal gave real-time case status, and connected time tracking captured billable moments automatically — no more reconstructing hours from memory at month-end.

Unified matter management
Automated intake workflows
AI document analysis
Client portal & status tracking
Connected time tracking
05Build sequence
01
Week 1-2: Matter workflow audit
02
Week 3-5: Intake & document system
03
Week 6-8: AI analysis build
04
Week 9-12: Portal & rollout
Total timeline12 weeks

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