From Manual Intake to
Automated Case Intelligence
A US personal injury law firm used to track case status in email threads and re-key medical records by hand. Twopir Consulting built a unified Salesforce Advologix and AWS document-processing system that cut manual legal workloads by 40% and automated case tracking from intake to settlement.
From Disconnected Tools to One Automated Case Lifecycle
This US personal injury law firm managed client intake, matter creation, medical record collection, treatment tracking, litigation staging, and settlement processing across disconnected tools — limiting how many cases the firm could take on without adding headcount.
We implemented a unified Salesforce Advologix platform combined with AWS intelligent document processing to automate the case lifecycle end to end. From the first client call to the day a matter closes, every case now follows a structured, automated path — cutting manual legal workloads by 40% and giving attorneys real-time visibility into every matter. Read the full case study for the complete implementation breakdown.
What Was Manual — and What We Automated
Five Phases That Built One Automated Case System
Mapped the Full Legal Lifecycle Before Writing Code
We mapped the case lifecycle from Intake through Investigation, Treatment, Demand, Negotiation, Settlement, and Disbursement, then documented role-specific workflows for attorneys, paralegals, and intake staff. We designed a unified data model spanning Advologix and AWS, aligned to the firm's actual PI casework patterns.
Configured Advologix as the Firm's Single Source of Truth
We configured Salesforce Advologix with custom matter stages, role-based dynamic layouts, and automated intake forms that create leads instantly on submission. Lead-to-matter conversion now triggers automatically on attorney sign-off, assigning the primary attorney and starting onboarding.
Built an AWS Pipeline That Reads Medical Records Automatically
We built an event-driven pipeline where S3 uploads trigger a Lambda function, Textract extracts patient, provider, and billing data, and validated results push into Salesforce via API. Failed extractions route to a paralegal review queue with the failure reason attached.
Automated Deadline Tracking and Document Checklists
We built statute-of-limitations automation that calculates deadlines from incident date and jurisdiction, firing 90/60/30-day alerts to attorneys and paralegals. We enforced settlement-stage document checklists so a matter cannot advance until requirements are met.
Trained the Team and Validated the Pipeline Against Real Cases
We trained attorneys, paralegals, and intake staff on the new workflows, then ran parallel testing of the OCR pipeline against historical medical records to validate extraction accuracy. We tuned Lambda and Textract performance and monitored intake-to-matter and deadline-compliance KPIs post-launch.
The medical record backlog used to eat a paralegal's entire week. Now the system reads the PDF, matches it to the file, and updates the lien balance before anyone touches it.
— Managing Partner · US Personal Injury Law Firm · 2025Six Things That Changed — With Numbers
Intake creates a matter automatically.
No manual form processing or attorney follow-up chase — leads convert to matters on attorney sign-off.
Medical records extract and load without human re-entry.
Textract and Lambda replace manual paralegal keying from PDFs entirely.
Statute deadlines trigger automated alerts.
Filings no longer depend on personal calendars or memory.
Matter visibility moved from weekly meetings to live dashboards.
Partners and attorneys see pipeline value, caseload, and deadline risk as it happens.
Documents live in S3 with role-based access and lifecycle archiving.
AES-256 encryption at rest, with automatic archival to Glacier after 12 months.
Compliance audits pull from one end-to-end trail.
Every matter is review-ready from intake to closure — no manual record reconstruction.
Running a Similar Legal Case Management Operation?
We'll audit your intake, matter tracking, and document workflows and hand back specific findings — no commitment, results in 5 business days.
The Tools and Techniques Behind This Engagement
Ready to Run Your Firm on One Automated System, Not Five Disconnected Tools?
Twopir Consulting has delivered Salesforce and AWS implementations for 12+ years across 500+ clients — with US EST, UK GMT, and AEST coverage so your team is never waiting on a time zone.
12+ Years · 500+ Clients · Salesforce Gold Partner · US · UK · Australia · UAE · Canada
