AI-Powered Legal Intake & Case Prep Assistant
Automating Client Intake & Document Drafting for Faster, Smarter Law Firm Operations
Stratford & Blackstone LLP, a mid-sized law firm specializing in civil litigation and corporate law, was overwhelmed with the daily administrative burden of client intake, form generation, and pre-case documentation. With paralegals stretched thin and attorneys bogged down in prep work, they sought a smarter, more scalable solution.
Xclusive Tech Jamaica was brought on to design LexiBot — a custom AI agent and automation pipeline that could handle high-effort, repetitive legal admin tasks such as client intake interviews, document population, and preliminary case briefs. The goal: reduce overhead, increase billable efficiency, and allow staff to focus on higher-value legal strategy.
We developed a multi-layered automation solution using AI to simulate a virtual legal assistant, capable of interacting with new clients, collecting structured case data, and generating templated documents for review.
Key Features Delivered:
• Web-based AI intake chatbot trained on firm-specific questions
• Integration with the firm’s CRM and case management software
• Auto-generated NDAs, retainer agreements, and case briefs
• OCR-enabled scanning of uploaded documents for key data extraction
• Custom prompt engineering for contextual GPT-4 document drafting
• Internal dashboard for lawyers to review and approve AI-drafted docs
The system was launched with phased testing across three departments and refined to ensure compliance and accuracy across legal document types.
Project Outcome
LexiBot saved the firm an average of 16 hours per week per paralegal by automating the most repetitive intake and drafting tasks. Lawyers now receive case-ready briefs within minutes of client submission, and document errors have dropped by over 40%. Undisclosed Lawfirm positioned itself as a forward-thinking legal firm that leverages AI not just for speed — but for smarter, sharper legal operations.