LogicLoom SYSTEMS
Legal // 2025-01-15

Legal Ops Transformation

End-to-end intake automation. Parsing unstructured PDFs into validated Clio matters with zero human data entry.

n8n Clio OpenAI
Step 01
Trigger
Step 02
AI Analysis
Step 03
Router
Step 04
Action
Outcome
20hrs/Week Reclaimed
Hours Reclaimed
20h/wk
Data Accuracy
100%
Manual Entry
0 min
Conflict Check
Auto

The Operational Shift

We turned “High-Cost Admin” into “Zero-Cost Automation.”

The Old Way (Manual)The LogicLoom Way (Automated)
The Input: Scanned PDFs via email.The Input: AI reads the PDF instantly.
The Check: Attorney manually searches database.The Check: Auto-Conflict Check against Clio.
The Entry: Typing names/dates by hand.The Entry: Fields populate automatically.
The Cost: 20 billable hours wasted.The Cost: $0 (Runs in background).

How The Logic Works

We deployed an Autonomous Paralegal that reads documents, understands legal context, and drafts matters.

  1. Extract: The agent reads the PDF attachment using OCR.
  2. Identify: It identifies potential clients, adverse parties, and key dates (e.g., court hearings) using an LLM.
  3. Verify: It runs a Conflict Check against your Clio database to ensure you can represent the client.
  4. Draft: If clear, it creates a Pending Matter in Clio. You just review and click “Activate.”
paralegal_agent.js
// 1. READ DOCUMENT (OCR)
Input: Scanned PDF Referral Letter.

// 2. EXTRACT ENTITIES (AI)
Client: "John Doe"
Opposing: "MegaCorp Inc"
Role: "Plaintiff"

// 3. CONFLICT CHECK (Clio API)
Search("MegaCorp Inc") -> Result: NO CONFLICT

// 4. CREATE MATTER
Clio.createMatter({ client: "John Doe" })

Need this Logic?

We can deploy this architecture into your business in under 14 days.

Book Feasibility Audit

Up Next

Documents are done. Now handle sensitive patient data.

Continue the Journey