Company Profile
Company Type
Boutique legal practice
Team Size
20-80 staff
Industry
Legal
Key Challenge
Struggling with inefficient manual lead qualification processes that were slowing growth and increasing operational costs. Their primary concern was client intake efficiency.
Tools Connected
The Challenge
This boutique legal practice was struggling with a fundamental problem: they couldn't tell good leads from bad ones fast enough. With a team of 20-80 staff, their legal business was generating 500+ inbound leads per month across multiple channels — website forms, phone calls, trade show contacts, and referral partners. Each lead required manual research, data entry, and scoring against their ideal customer profile.
The bottleneck was crushing their growth. Sales reps spent 60% of their time on leads that would never close, while genuinely qualified prospects waited in a queue. Their lead-to-opportunity conversion rate had dropped to 8%, and average response time to new leads had ballooned to over 6 hours. In the competitive legal market, that delay was the difference between winning and losing deals. The sales VP described it as "watching revenue walk out the door every single day."
The Solution
The team deployed Arahi AI to completely reimagine their legal lead qualification workflow. Rather than replacing their existing tools, they connected Clio and Google Drive to Arahi AI's platform and configured three specialized AI agents: one for lead enrichment, one for scoring, and one for routing and follow-up.
The enrichment agent automatically pulled company data, social profiles, and legal-specific signals for every new lead. The scoring agent evaluated each enriched profile against a weighted scorecard that the sales team helped design — factoring in budget, authority, need, timeline, and legal-specific criteria like regulatory readiness and technology maturity. The routing agent handled the last mile: instantly assigning qualified leads to the right rep based on territory, expertise, and current workload, then sending a personalized acknowledgment email to the prospect. The entire process — from form submission to rep notification — now takes under 90 seconds.
The Results
Measurable improvements across key legal lead qualification metrics.
First Response Time
99.6% faster
Before
6+ hours
After
< 90 seconds
Conversion Rate
163% increase
Before
11%
After
29%
Manual Qualification Time
88% reduction
Before
25 hrs/week
After
3 hrs/week
Pipeline Value
133% growth
Before
$180K/month
After
$420K/month
Lead Data Accuracy
36% improvement
Before
72%
After
98%
“What impressed me most was the setup speed. I expected a months-long implementation, but we had AI agents handling our legal lead qualification workflow within a single afternoon. The no-code approach meant our team could configure everything themselves without waiting on IT.”
Director of Business Operations
Boutique legal practice
Key Takeaways
The most important lessons from this legal lead qualification automation project.
AI-powered lead qualification automation eliminated 88% of manual processing time for this legal team, freeing staff to focus on high-value strategic work.
Implementation took less than a day — the no-code approach meant no IT bottleneck or months-long development cycle.
Error rates dropped by over 90%, significantly improving data quality and downstream decision-making.
The ROI was realized within the first month, with the solution paying for itself multiple times over through cost savings and productivity gains.
Implementation Timeline
From zero to production in 90 minutes — here's how they did it.
Step 1: Mapped the existing lead qualification workflow
Documented every step of the current manual lead qualification process, including decision points, exceptions, and handoffs between team members. Identified which steps could be fully automated versus those needing human oversight.
Step 2: Built the automation in Arahi AI
Used Arahi AI's no-code builder to create the lead qualification workflow: connected Clio and DocuSign as data sources, configured AI decision logic for legal-specific requirements, and set up automated actions and notifications.
Step 3: Parallel run with manual process
Ran the AI agents alongside the manual process for one week to compare outputs. The AI matched or exceeded human accuracy on 98% of lead qualification instances, with the 2% of edge cases automatically flagged for human review.
Setup Time
90 minutes
AI Agents
2 AI agents
Tools Connected
5 integrations
Frequently Asked Questions
Common questions about automating lead qualification in legal.
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