Law
Meridian Law Partners
Built an intake-and-scheduling layer that screens consultation requests against case criteria automatically, before they reach a partner’s calendar.
The challenge
Partners were fielding consultation requests directly, many of which didn’t meet the firm’s case criteria — an expensive use of senior time.
The solution
An AI intake system now screens every inquiry against case type, jurisdiction, and conflict criteria before it reaches a partner’s calendar.
Before / after
Unqualified consultations
12 / mo
0 / moPartner hours on intake
7 hrs/wk
0.5 hrs/wkConsultation-to-client rate
18%
61%Return on investment
0%
ROI within four months
How it went
From first call to measurable result.
- 1
Discovery
Week 1Defined intake criteria across case type, jurisdiction, and conflict checks with each practice group.
- 2
Build
Weeks 2–4Screening logic and partner-calendar routing built, tested against a year of historical inquiries.
- 3
Launch
Week 5Rolled out firm-wide, with partners reviewing screened-out inquiries weekly for the first month.
- 4
Result
Month 4Zero unqualified consultations booked; conversion rate more than tripled.
“Every consultation on our calendar now is one we actually want. That alone changed how we plan our week.”
Robert Ianelli — Managing Partner, Meridian Law Partners
More work
Other engagements worth a look.
Real Estate
Harrow Realty Group
Replaced three inbox-checking hours a day with an AI intake system that qualifies buyers before an agent ever sees the lead.
0%
More showings booked, first quarter
Construction
Birchfield Construction
Automated bid-request triage and CRM updates across four regional offices, giving leadership one accurate pipeline view.
0%
Faster bid turnaround, company-wide
Healthcare
Ashcombe Health Partners
Automated patient intake and insurance-eligibility verification, cutting booking time from over twenty minutes to under five.
0%
Fewer missed appointments
Get started
Let’s see what’s worth automating.
A 30-minute call is enough to tell you whether this is worth pursuing — and if it is, what to build first.