Legal Services Firm-Pre-Qualifying Clients & Cutting Screening Time by 85%

Problem
A small law firm was overwhelmed with repetitive “Do you handle XYZ?” messages. Attorneys spent too much time asking the same screening questions and reviewing unqualified inquiries.

Keyvar AI Triage Solution

• Built an AI triage bot that identifies case type (family law, immigration, contracts, etc.)

• Collected required pre-consultation information

• Qualified leads before scheduling

• Synced client details to Clio

• Allowed attorneys to reject low-fit cases without manual intake

Results

• Unqualified inquiries: reduced by 42%

• Screening time: dropped from 14 minutes → under 2 minutes

• Calendar quality: 70% more high-fit clients

• Billable hours: increased due to reduced admin time

Why it worked
AI triage removed repetitive screening work and surfaced only high-quality clients — allowing attorneys to spend more time on billable casework instead of intake.