Case Study: a mid-sized California employment law firm achieves faster, more accurate client intake with Trellissoft’s DocuVera360

Transforming Client Intake Operations For A Us Law Firm

a leading law firm specializing in US employment law faced a heavily manual and time-consuming client intake process. Their challenge involved processing thousands of payroll documents for each case, which led to bottlenecks, errors, and lengthy client response times. To address this, the firm partnered with Trellissoft to implement its DocuVera360 platform for legal automation.

Trellissoft's solution automated document ingestion, classification, and data extraction, which drastically streamlined the firm's operations. The implementation resulted in intake time being reduced from 12 hours to just 3 hours per case, while data accuracy improved to 97%. This automation also doubled the legal team's processing capacity and enabled same-day client response times.