Northstar Legal Group
Professional Services · Salt Lake City
Cut intake admin by 22 hours a week with a custom AI workflow.
Replaced a 4-person form-triage process with an AI intake assistant that captures, classifies, and books consults — synced into Clio.
Engagement: 6 weeks
-78%
Intake time
+196%
Qualified leads / mo
-$340
Cost / acquisition
The challenge
Northstar's paralegals were spending 22 hours/week classifying intake forms, chasing missing fields, and scheduling consults. The bottleneck was eating their billable hours and slowing every case.
What we did
- 1Mapped the existing intake workflow end-to-end — every form field, every Slack handoff, every Clio sync.
- 2Built a custom AI assistant that captures intake conversationally, classifies matter type, and pushes structured data straight into Clio.
- 3Wrapped it in a branded portal so the client experience felt like Northstar, not a chatbot.
“Our paralegals got their week back. The AI handles the noise so they handle the cases.”
David Park
Managing Partner
Services used
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