Thoughtful Automation
14 Case Studies
A Thoughtful Automation Case Study
Harris, Sheaffer LLP, a boutique commercial real estate law firm in Toronto, was spending a significant amount of time on a slow, manual billing workflow. Employees were using about 20% of their time reviewing invoices, parsing payments, and entering data into spreadsheets, creating inefficiencies and limiting capacity. Vendor Thoughtful Automation partnered with the firm to address these challenges with automation.
Thoughtful Automation deployed a custom AI agent to extract data from incoming invoices, organize it into reports, and upload the information directly into the firm’s billing system. The solution also checked for new invoices, prepared reports, and emailed clients for daily processing, reducing a task that once took hours to about five minutes. The result was a 20% increase in efficiency and up to eight hours saved per employee each week.