Professional services / Reported client outcome
Structured intake and explained matches across firm history, with attorneys retaining conflict and fee decisions.
60%
of intake automated
Reported client outcome · Workflow reconstruction
Eight attorneys and 12 support staff handled repeated calls and emails, a Word form passed by email, and manual conflict searches across 14 years of client records. Each potential client required around 40 minutes of paralegal work; intake took five to seven business days.
Connect matter intake to the firm’s history and make potential matches explainable. A faster search alone would still leave staff assembling the context an attorney needed to make a decision.
The system collected client and matter information in one structured flow, searched firm history, and separated clear results from potential matches. Flagged matches carried their basis and source context into attorney review. Approved next steps included preparation of the engagement template and consultation.
Every conflict flag reached an attorney with an explanation. The attorney made the conflict decision and kept every fee conversation; a possible match was a reason for review, not an automatic refusal or clearance.
Meridian reported 60% of intake automated, 4.2× faster conflict checks, 92% client satisfaction with intake, and capacity for three additional clients per attorney each week.
Reported client outcomes from the approved Meridian case. Intake automation describes intake work, not total firm workload. The figures are reproduced as reported, not independently recalculated.
Attorneys retained conflict judgment, fee decisions, and the relationship with the prospective client.
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