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⚖️LEGAL SERVICES
60% faster client onboarding
A boutique law firm cut intake time in half while improving client satisfaction
Company: Sterling Law Group
Location: Chicago, IL
The Challenge
Sterling Law Group, a boutique firm specializing in estate planning and business law, was losing potential clients during the lengthy intake process. Their manual onboarding required multiple phone calls, email exchanges, and document collection that took 7-10 days. Clients were frustrated with the slow process, and attorneys were spending valuable billable hours on administrative tasks.
Key Pain Points
- •7-10 day client intake process
- •Multiple touchpoints required for document collection
- •Attorneys spending 8+ hours weekly on intake
- •Inconsistent client communication
- •Difficulty tracking case status and deadlines
- •Lost clients due to slow response times
The Solution
Sterling implemented The Buzz CRM with automated intake workflows, secure document collection, and intelligent case management. They deployed Voice AI for initial consultations and automated the entire onboarding sequence from first contact to signed retainer.
Automated intake questionnaires and forms
Secure document upload portal
Voice AI for initial case screening
Automated retainer agreement workflows
Case milestone tracking and reminders
Integrated e-signature for contracts
The Results
60% faster
Intake Time
From 7-10 days to 3 days
8 hours/week
Attorney Time Saved
Per attorney on intake tasks
94%
Client Satisfaction
Up from 76%
45% increase
Conversion Rate
From consultation to signed retainer
100% digital
Document Collection
Eliminated paper processes
Under 1 Minute
Response Time
For initial inquiries
IMPLEMENTATION TIMELINE
Implementation: 3 weeks • Full adoption: 8 weeks • ROI achieved: 2 months
"
We were skeptical about automation in legal services, but The Buzz CRM proved us wrong. Our clients love the streamlined process, and our attorneys can focus on practicing law instead of chasing documents. The ROI was immediate—we're taking on 40% more cases with the same team size.
Michael Sterling, Esq.
Managing Partner, Sterling Law Group