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Cases / Legal services
Automation CASE 02

Lead sourcing automation — 20 hours a week back

A four-partner law firm's prospect research and first-contact email drafting, automated. Leads handled per person tripled, and people now step in only where judgment is required.

3×
Leads handled per person
20h
Saved weekly
₩1.8M
Est. monthly labour saved
Duration
6 weeks
Team
1 person
Started
2025 Q3
Market
Korea professional services
SITUATION

What was blocking them

ISSUE 01
Research was entirely manual
Staff searched filings, news, and registry records one by one, spending 40 minutes per lead. Thirty a week was the ceiling.
ISSUE 02
Draft quality varied by author
The argument and the evidence cited in first-contact emails shifted from writer to writer, and reply rates diverged by up to 3×.
ISSUE 03
Double entry into the CRM
Research was written up in a document, then keyed into the CRM again, so data loss was constant.
APPROACH

The order we worked in

Each phase began from what the previous phase measured. We kept that order because without the earlier step there is no way to verify the next one's effect.

01
Observe and decompose
Two weeks of recording the real work broke the 40-minute process into 11 units: three needing judgment, seven repetitive, one discarded outright.
1 week
02
Research agent
A Claude API pipeline collects filings, news, and sector data, then sets out likely case types and points of contact.
2 weeks
03
Codifying the draft
We extracted the argument structure from 60 past emails with high reply rates and fixed it as drafting rules. Unsupported claims are blocked at generation.
2 weeks
04
CRM sync and a review gate
Output writes into the CRM automatically, and an attorney approval step sits before sending. No email leaves without it.
1 week
RESULTS

Baseline at kickoff, measured after delivery

Metric
Before
After
Time per lead
40 min
→
9 min
Leads handled weekly
30
→
92
Research hours
20 h/week
→
2 h/week
First-contact reply rate
11%
→
19%

How each figure is measured is set out in the measurement notes on the cases page. Revenue and cost figures come from the client's own accounting and are published only within the scope they approved.

“It is not that we need fewer people — only the work that needs a person is left. Our attorneys spend their time on judgment.”
Legal services · Managing partner
Claude API Research agent Email automation CRM integration Approval gate
Free · 1 business day
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