ConsultingServices.aiAI Consulting for SMEsThe perfect digital first impression for clients.
Clients today demand extremely fast response times. At the same time, the law firm's secretariat is hopelessly overwhelmed with appointment changes, missing documents, and standardized initial inquiries.
The Old Problem
Before a mandate even begins, countless email loops arise. Copies of ID cards, extracts from the register, or specific tax numbers are missing. The assistant also manually types the data from the email inbox into the law firm's management system.
The AI Solution
An intuitive, AI-powered client portal interacts like a concierge. The system dynamically requests missing documents, renames the uploaded PDFs correctly according to law firm standards immediately (e.g., "2024-05-19_Mustermann_ID.pdf"), and imports them API-based directly into the law firm software.
Process Flow: AI-Based Onboarding
Dynamic Data Collection
The bot recognizes what type of mandate (divorce, business acquisition, tax audit) it is and adjusts the questionnaire and required uploads live, without the need for staff intervention.
Completeness Check
The vision AI validates the uploads: Was a blurry photo submitted or is the second page of the form missing? The system independently requests a correction from the client.
Silent File Creation
Once the digital folder is 100% complete, an RPA interface is triggered, which creates the client master file in the background (e.g., in DATEV or RA-MICRO) cleanly.
Relieve Your Law Office
Significantly reduce administration costs per mandate to be able to grow despite the shortage of skilled workers.
Start Potential Analysis for Law Firms