When Sharp Edge Tech first met PW Law, their case-intake process was largely manual — data entry errors and missing documents were frequent, leading to costly rework and lost revenue during settlement evaluations.
Each intake arrived through dedicated Slack channels, where referral partners followed loosely defined formats. Different case types required additional custom fields, and compliance with formatting rules was inconsistent. The result: bottlenecks, inconsistencies, and hours of manual validation.
We designed and deployed an AI-driven automation solution that monitors the Slack channels, reads intake documents, and uses advanced extraction logic to capture only the required data. The structured data is then pushed automatically into the Filevine Case Management System through secure APIs.
This automation reduced intake costs by 30–50 percent, eliminated errors, and accelerated case creation from hours to minutes. Within weeks of deployment, accuracy was so reliable that PW Law instructed our team to remove the human review layer and allow the system to write directly into Filevine.
Today, PW Law runs a fully automated, audit-ready intake pipeline — faster, cleaner, and more profitable.