Legal · AI Agent, Automation

CaseFlow AI – Legal Workflow Automation

A Claude-powered legal operations system for case summaries, missing-document reminders, client updates, and draft correspondence.

TECHNOLOGYAutomation, AI

INDUSTRYLegal

PROJECT TYPEAI Agent, Automation

DURATION4–8 weeks

MY ROLEAI product engineer

CaseFlow AI – Legal Workflow Automation project view 1

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Stack and focus areas

AutomationAIClaudeFilevineLegal DraftingCase ManagementClient CommunicationRAGAudit LogsLegalCRMProfessional Services

Project description

Legal teams repeatedly summarized cases, checked for missing records, drafted routine correspondence, updated clients, and created follow-up tasks throughout a matter.

I integrated Claude with Filevine and approved firm templates. The system reviews case status, creates summaries and task lists, sends scheduled information requests, and prepares draft documents for attorney approval.

Stack and focus areas

Project description

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