How It Works In Practice
Here's what working with Caliber Group looks like — from first call to measurable results.
The Problem
Front desk staff were spending 45+ minutes per new client — manually entering data from phone calls into their case management system, running conflict checks by hand across spreadsheets, and emailing attorneys to assign cases. During busy periods, intake backlogs meant potential clients waited 2–3 days for a response.
What We Built
We built an end-to-end intake pipeline using Zapier, OpenAI API, and their existing Clio instance. A custom web form captures client details and runs them through an AI-powered conflict check against the firm's existing client database. The system uses OpenAI to classify the matter by practice area and urgency, then automatically routes it to the right attorney via Slack with a formatted case summary. DocuSign engagement letters are pre-generated and sent to the client within minutes.
Tools Used
Result
90% reduction in intake time — new clients processed in under 5 minutes. Front desk reclaimed 15+ hours/week. The firm estimates $180K in annual revenue previously lost to slow response times.
The Problem
Associates were spending 12+ hours per week on routine contract review — manually reading through vendor agreements, comparing clause language against the firm's standard positions, and flagging deviations in a shared Word doc. The process was slow, inconsistent, and junior associates frequently missed key risk provisions.
What We Built
We built a multi-step review pipeline using n8n, Claude API, and Adobe PDF Services. Incoming contracts are automatically parsed and converted to structured text. Claude API extracts key clauses (indemnification, liability caps, termination, IP assignment) and compares them against the firm's approved language library. A risk report is generated with flagged deviations ranked by severity, then routed to the supervising partner via Microsoft Teams for approval. Approved contracts flow directly to DocuSign for execution.
Tools Used
Result
70% reduction in review time — associates freed up 8+ hours/week for higher-value work. Consistency improved dramatically with zero missed risk provisions in the first 6 months.
The Problem
The firm had no centralized scheduling system. Paralegals were manually coordinating consultations over email and phone, leading to double-bookings, missed follow-ups, and clients waiting 3–5 days for a response. An internal audit found that 25% of initial consultation leads went cold before the firm responded.
What We Built
We built a scheduling and follow-up automation using Zapier, Power Automate, and the OpenAI API. A branded booking page syncs directly with attorney calendars. When a consultation is booked, the system sends a confirmation email, a reminder 24 hours before, and auto-generates a pre-consultation intake form. Post-consultation, OpenAI drafts a personalized follow-up email based on case notes entered by the attorney. If no engagement letter is signed within 5 days, a nurture sequence triggers automatically via email.
Tools Used
Result
50% faster client response time. Zero double-bookings. 30% increase in consultations booked. The automated follow-up sequence alone recovered an estimated $95K in annual revenue from leads that previously went cold.
Representative examples based on common firm challenges.
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