Toptal automates up to 2 hours of case intake with AI-powered solution for legal firm.
Manual client calls and data collection consumed significant time for the legal assistant team. The firm sought to automate routine intake and redirect staff toward higher-value work.
Client
A US-based law firm automating client intake and case documentation with an AI voice agent.
Revenue
Industry
Legal ServicesDelivered Services
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Schedule a CallChallenge
Legal assistants spent 1–2 hours per case gathering information through calls, managing scheduling and follow-ups, and manually entering data into case management systems. The company saw an opportunity to automate this work and free staff for higher-value tasks.
Solution
Adaptive Intake Automation
Toptal developed AI modules that guided client conversations, captured case-specific information, and asked follow-up questions when responses were confusing or contradictory.
Responsive Voice Infrastructure
Using Python, Twilio, ElevenLabs, Google speech technology, OpenAI, Anthropic, and Amazon Bedrock, Toptal built a custom voice solution designed to reduce latency while automating intake from scheduling through data collection.
Outcome
Reduced Manual Work
The automated intake process reduced the manual work required for scheduling, follow-ups, data collection, and case documentation, allowing legal assistants to focus on more advanced responsibilities.
More Adaptive Conversations
The voice agent successfully interpreted conflicting or confusing information, asked appropriate follow-up questions, and kept conversations on track while maintaining a professional client experience.
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