Referral email intake
Evaluate how AI can extract information from incoming referral emails and prepare structured records for review.
HomeAI & Workflow Automation
AI & Workflow Automation
Less repetitive work.
More room for your people.
Use Salesforce automation and practical AI to reduce manual steps across intake, referrals, and day-to-day legal operations.
Book a 30-Minute Discovery CallStructured intakeConnected workflowsHuman review
01 / Where to start
Automate the work that slows you down.
Operational handoffs
Route work, assign follow-ups, and reduce repetitive steps between teams using defined rules and Salesforce automation.
Connected information
Bring the right information into the systems your team uses so people spend less time re-entering or searching for it.
02 / Our approach
Useful automation starts with a clear process.
- Identify a repeatable, high-friction task
- Review data, access, and integration needs
- Choose rules, AI, or a combination
- Define exceptions and approval steps
- Test with representative examples
- Agree how to monitor and support the workflow
03 / Illustrative workflow
From an email to actionable work.
Illustrative concept · Not a client result
Referral email arrives→AI prepares structured fields→Team reviews exceptions
Record creation, routing, and approval requirements are defined during scoping. Accuracy and review needs must be tested before relying on an automated workflow.
04 / Common questions
Practical by design.
Does every workflow need AI?
No. Clear rules or Salesforce automation may be the better choice for predictable tasks. AI is considered where interpreting unstructured information adds value.
Can staff review the output first?
Yes. Review and approval steps can be designed into the workflow, including how incomplete information and exceptions are handled.
What do you need to evaluate an idea?
A walkthrough of the current process, representative examples, the systems involved, and the outcome your team wants. Sensitive data access and approved tooling are agreed before any pilot.
Start a conversation
Which task keeps coming back?
Bring one repetitive workflow. We’ll discuss whether automation could make it simpler.