AI-Powered Workflow Automation

Angela Mae Lopez

AI-Powered Workflow Automation for Law Firms
Overview
Developed AI-driven workflow automation solutions tailored for law firms, streamlining case management, document processing, and client interactions. Using AI, no-code automation platforms, and API integrations, these solutions reduce manual work, improve efficiency, and enhance legal operations.
Problem & Solution
🚨 Problem:
Law firms face manual, time-consuming tasks, including:
β€’ Case intake & client onboarding
β€’ Document generation & contract drafting
β€’ Case progress tracking & deadline reminders
β€’ Billing, invoicing, and legal research automation
πŸ’‘ Solution:
β€’ Automated client intake using AI-powered forms and CRM integration.
β€’ AI-assisted document drafting with pre-filled templates based on case data.
β€’ Workflow automation for case tracking using Airtable & Retool dashboards.
β€’ Automated deadline reminders via Google Apps Script and integrations.
β€’ Legal research automation through AI-powered search tools.
Tech Stack Used
βœ… Zapier – Automating case intake & reminders
βœ… Google Apps Script – Custom script automation for legal workflows
βœ… Airtable & Supabase – Case management database
βœ… Retool – Custom dashboards for tracking case progress
Key Outcomes
πŸ“œ Reduced case intake processing time by 70%
πŸ“œ Automated legal document drafting, saving hours per case
πŸ“œ Improved deadline tracking & compliance with automated reminders
πŸ“œ Seamless case management with AI-assisted legal research
Deliverables
βœ”οΈ AI-Powered Case Management System (Custom-built for law firms)
βœ”οΈ Automated Client Intake & Document Processing
βœ”οΈ Workflow Automation for Case Progress & Deadlines
βœ”οΈ Integration with Legal Software & CRMs
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Posted Feb 3, 2025

Angela created a seamless workflow automation system using AI and low-code platforms like Make.com and Zapier, significantly reducing manual tasks for clients.

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