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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