A Leading Multi-State Litigation Firm, specializing in high-volume insurance defense, faced a critical operational bottleneck in its new case intake process. Every new case required the manual preparation of over 10 essential legal documents, including engagement letters, initial filings, and standardized discovery drafts.
This reliance on manual data entry and template editing meant that paralegals and associates spent an average of 4 to 6 hours per case on administrative drafting and formatting. This process was not only time-consuming but also prone to human error, resulting in an estimated 15% error rate that required subsequent correction by partners. This substantial delay pushed back the firm’s ability to begin billable legal work, directly impacting revenue realization.
Atlantic Zero designed and implemented a secure, integrated automation platform focused on document generation and workflow orchestration. Our goal was to ensure that once core case data was entered, all necessary legal documents were generated, error-checked, and routed instantly.
1. Centralized Data Entry: We built a centralized digital form that captured all essential new case variables (client name, matter type, jurisdiction, etc.) in a single input stream.
2. Automation Orchestration: We utilized Microsoft Power Automate as the core workflow engine. This tool automatically took the structured data from the input form and triggered a sequence that pulled standardized clauses and data fields, instantly populating complex Word templates stored in SharePoint/OneDrive.
3. Seamless Sign-Off and Filing: The final, pre-formatted documents were automatically routed via DocuSign for immediate client and partner e-signature. Once signed, the fully executed documents were archived and the case was flagged as ready for core legal work, all without human intervention.
The new automated L2A engine transformed the firm's administrative workflow, drastically improving efficiency and data quality.
By replacing a slow, error-prone manual process with a strategic automation architecture, we enabled the Multi-State Litigation Firm to convert administrative overhead into a strategic advantage, moving their legal talent to billable tasks faster and improving the integrity of their initial case documentation.
