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Tavo
Tavo

WorkLegalPilot

Turning a clientemail into a routedmatter, automatically

A Long Island law firm

The system, live

Simulation of the deployed system · details anonymized

The business

A firm where every inquiry was read, judged and forwarded by a person. Intake quality was good. Intake speed was the problem, and speed is what wins the client.

How they operated before

  • Inquiries arriving by phone, email and web form with no shared queue
  • A paralegal reading every message to decide where it belonged
  • Conflict checks run by hand against a spreadsheet
  • Statute deadlines tracked by whoever noticed them

What Tavo built

  • Intake built into the firm's site rather than bolted on
  • A four step pipeline: extract, classify, summarize, route
  • Structured extraction of parties, dates and matter type
  • A one page matter brief and a drafted attorney handoff

What changed

4

Automated steps from email to routed matter

1

Page brief replaces the email chain

0

Inquiries waiting in an unwatched inbox