Situation
The firm ran on a major case management SaaS, RingCentral, and a sprawl of AI tools that had accumulated across departments. No central inventory. No governance. Per-seat costs rising. Vendor lock-in across the stack.
Problem
- [N] AI tools across [N] departments with overlapping capabilities
- $500k/year in SaaS spend on systems the firm didn't control
- No central record of what was running, who owned it, or where systems collided
- Intake response time averaging [X] minutes — too slow for the personal injury market
Solution
We joined the firm's AI committee with leadership. We built an internal AI Registry inside the firm's own platform — a catalog of every AI system running, with overlap detection across capabilities. As the registry surfaced redundancy, we absorbed the case management vendor's functionality into the owned platform: intake flows, document handling, scheduling, and follow-up. We rebuilt the intake system end-to-end on owned infrastructure with AI-assisted triage.
Outcome
- Intake response time: [before] → [after] minutes
- SaaS spend eliminated: $500k/year, within 3 months
- [N] hours/week returned to staff previously spent on manual intake
- Single source of truth for every AI system in the firm
- Zero workflow disruption during cutover
Stack
An owned multi-tenant platform on Postgres and vector indexes, agent orchestration built on MCP, deployed on managed cloud infrastructure. Full detail on the stack window.
In their words
[Pending — client-approved anonymized quote about the outcome]
— Managing Partner, 100+ person personal injury firm