Industries • Legal
Custom AI Automation for Law Firms and Legal Teams
Law firms and legal teams manage prospective-client inquiries, conflict checks, documents, deadlines, notes, and many careful handoffs. Intake that arrives through forms, email, and phone can become difficult to track, while attorneys and staff spend time repeating summaries and status checks. CIG builds workflow support that keeps the legal team in control.
6005 Powers Ave #210, Jacksonville, FL 32217 · 904-664-7032 · hello@customintelligencegroup.com
In practice
Workflow support that keeps the legal team in control.
CIG can organize inquiry intake, summarize information for review, route tasks, monitor missing details, and prepare routine communications for approval. An internal knowledge assistant can help staff find approved procedures or templates. Dashboards can show intake stages, outstanding information, upcoming workflow tasks, and matters needing attention. These systems can support administrative work without making legal judgments, giving legal advice, or replacing attorney review.
The goal is a more dependable intake and matter-support process: fewer dropped handoffs, less duplicate searching, and a clearer view of work. CIG starts by identifying where administrative friction is highest and designs controls around confidentiality, permissions, and human approval. A firm may begin with prospective-client intake or document requests, then add matter-support workflows after staff have reviewed the results. The system is an administrative aid, not a substitute for legal analysis, attorney supervision, or the firm’s confidentiality practices. That distinction helps the firm decide which steps are suitable for automation and which should remain fully human from intake through resolution. It also gives staff a clear reason to pause, review, or escalate information rather than trust an unchecked output.
Who we work with
Insurance, construction, logistics, legal, accounting, and other service teams.
AI doesn’t replace people—it replaces burnout work.
Call 904-664-7032, or use the onboarding form.
Start a legal workflow intake