Company Profile
Company Type
Mid-size law firm
Team Size
20-80 staff
Industry
Legal
Key Challenge
Struggling with inefficient manual report generation processes that were slowing growth and increasing operational costs. Their primary concern was client intake efficiency.
Tools Connected
The Challenge
This mid-size law firm had reached a breaking point with their manual report generation process. With 20-80 staff managing daily legal operations, the team was spending an average of 25+ hours per week on repetitive report generation tasks that added no strategic value. The workload was unsustainable, and errors were becoming more frequent as volume grew.
The consequences extended beyond wasted time. In their legal business, delayed report generation created a cascade of downstream problems — missed deadlines, frustrated stakeholders, and data quality issues that undermined decision-making. The team had tried hiring additional staff, but the cost was prohibitive and training new employees on their complex legal processes took months. They needed a solution that could handle their current volume and scale with their growth, without requiring a proportional increase in headcount.
The Solution
The team selected Arahi AI to automate their legal report generation workflow end-to-end. Implementation began with connecting their core tools — Clio, Google Drive, and Gmail — to the Arahi AI platform. Using the no-code builder, they configured AI agents that replicate their best-performing team member's decision-making process, but at machine speed and consistency.
The AI agents handle every step of the report generation process: receiving incoming requests or triggers, analyzing the context using legal-specific rules, making intelligent routing decisions, executing the core actions, and notifying the right stakeholders. What previously required 45+ minutes of manual work per instance now completes automatically in under 2 minutes. The agents also learn from corrections, continuously improving their accuracy. The team connected Slack for tracking and reporting, giving leadership real-time visibility into report generation performance metrics for the first time.
The Results
Measurable improvements across key legal report generation metrics.
Processing Time
96% faster
Before
45+ minutes per task
After
< 2 minutes
Manual Hours per Week
88% reduction
Before
25+ hours
After
< 3 hours
Error Rate
92% fewer errors
Before
8-12% manual errors
After
< 1% with AI
Operational Cost
88% savings
Before
$6,500/month
After
$800/month
Team Capacity
10x scale
Before
Limited by headcount
After
10x throughput
“What impressed me most was the setup speed. I expected a months-long implementation, but we had AI agents handling our legal report generation workflow within a single afternoon. The no-code approach meant our team could configure everything themselves without waiting on IT.”
Director of Business Operations
Mid-size law firm
Key Takeaways
The most important lessons from this legal report generation automation project.
AI-powered report generation 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 2 hours — here's how they did it.
Step 1: Connected legal tools to Arahi AI
Integrated Clio, LawPay, and DocuSign with Arahi AI using pre-built connectors — no API keys or custom code required. The team verified data flow between systems in under 15 minutes.
Step 2: Configured AI agent business rules
Defined the legal-specific rules for report generation: scoring criteria, routing logic, escalation thresholds, and exception handling. The team used Arahi AI's visual rule builder to translate their existing process into automated workflows.
Step 3: Tested with live legal data
Ran the AI agents on a week's worth of historical report generation data to validate accuracy and identify edge cases. Made minor adjustments to scoring weights and routing rules based on the results.
Step 4: Launched and monitored
Deployed the AI agents to production with the entire team notified via Slack. Monitored the first 48 hours closely, confirming 99%+ accuracy before reducing oversight to weekly reviews.
Setup Time
2 hours
AI Agents
2 AI agents
Tools Connected
5 integrations
Frequently Asked Questions
Common questions about automating report generation in legal.
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