The Client
Our client is a mid-size law firm with 15 attorneys specializing in motor vehicle accidents, slip-and-fall cases, and workplace injury claims. Serving clients across multiple jurisdictions, the firm manages over 200 active cases annually.
Founded 12 years ago, the practice built its reputation on meticulous case preparation and strong client advocacy. However, rising case volumes and growing client expectations for faster resolutions exposed inefficiencies in their document-heavy workflows. To stay competitive while maintaining their high-quality standards, the firm’s partners identified artificial intelligence as a strategic solution to streamline operations and enhance client service.
Project Requirements
The law firm needed an AI solution to modernize its personal injury practice by automating document-heavy processes, enhancing case analysis, and integrating securely with existing systems.
Key requirements included:
Project Challenges
Diverse Document Formats & High Volume
The firm managed hundreds of files weekly, from handwritten medical notes to scanned police reports and digital insurance policies. Designing a system that could accurately extract and classify data across all formats required advanced OCR and AI capabilities.
Domain-Specific Data Annotation for AI Training
Standard AI models lacked expertise in the field of personal injury law. The system had to be trained via data annotation to interpret legal terminology, medical language, and insurance documentation with high accuracy for case-critical insights.
Regulatory & Security Compliance
Personal injury cases involve sensitive medical and legal data. Ensuring HIPAA compliance, attorney-client privilege protection, and enterprise-grade security—while keeping the system practical for daily use—was a key challenge.
AI Integration with Legacy System
The solution needed to integrate seamlessly with the firm’s existing case management, billing, and document storage systems without disrupting ongoing legal work or risking data integrity.
Our Solution
We developed a secure, AI-powered solution that combined the natural language processing and understanding capabilities of Claude Sonnet (3.5) with advanced OCR and machine learning models, tailored specifically for the field of personal injury law. The solution automated document-heavy tasks, improved case analysis, and integrated seamlessly with the firm’s existing systems.
Our Workflow
01
Secure Data Ingestion
Documents are uploaded through encrypted channels, automatically scanned for threats, validated for format, and backed up to ensure integrity and compliance.
02
OCR Text Extraction
Text is captured from medical notes, insurance files, and scanned police reports, including low-quality or handwritten inputs.
03
AI-powered Case Analysis
The fine-tuned Claude Sonnet model interprets extracted content, recognizing legal terminology, medical language, dates, parties involved, and case-specific details with accuracy.
04
Case Timeline Creation
NLP algorithms organize extracted data into chronological timelines, treatment progression charts, and incident reconstructions, helping attorneys build stronger case strategies.
05
Dashboards & Reports
The system generates analytics dashboards that track case progress, provide document statistics, offer exportable summaries, and deliver predictive insights, all formatted for legal review and client-facing presentations.
Tech Stack
AI & NLP
Claude 3.5 Sonnet, NLP models for legal text analysis
OCR & Processing
OCR for handwritten and scanned documents
Security
HIPAA compliance, encryption, multi-factor authentication
AI Integration
APIs for practice management and billing systems
70% reduction in manual document review time
95% accuracy in AI-powered document analysis
50% faster case resolution
This AI solution has improved our workflows and made our processes faster, smarter, and far more scalable. We now handle more cases in less time with better insights, and that has had a direct impact on client outcomes. Highly recommended.
Michael Brooks- Legal Operations Lead