The problem
What was breaking
New matters were opened over email, with documents scattered across personal drives.
All workIllustrative scenario
ML
Professional Services · GCC · 10-week build
Meridian Legal Consultants
Custom CRM
A matter-management CRM replaced email threads and shared drives.
Bold result
Matter intake time cut 68%
Faster matter intake
0%
More billable hours captured
0%
The approach
How we thought about it
We built a matter CRM with structured intake, conflict checks, document vault and billing-hours capture.
The AI system
What we deployed
- Structured client intake with conflict checking.
- Per-matter document vault with permissions.
- Time capture feeding invoicing.
What AIROS runs for them now
The engine, still running.
- Every matter opens, runs and bills inside one system.
Want a result like this?
Talk to AIROS about your funnel — or book a call and we'll walk you through the plan.
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