Case study · Legal
Harbor Legal LLP
Compliance-grade document intake and routing with audit trails across every handoff.
Headline outcome
98%
processes automated
The challenge
What they were up against.
New client matters required 14 manual steps before a lawyer touched them — each a potential compliance risk. Intake took days.
Our approach
What we did about it.
- 01Automated document classification and routing with human-in-the-loop review for edge cases
- 02Added full audit trail with immutable logging for compliance reviews
- 03Integrated with existing practice management system
- 04Rolled out in phases — high-volume workflows first
The outcome
Numbers, after launch.
98%of intake automated
4h → 12mnew matter onboarding time
0compliance incidents post-launch
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