PRODUCTION LEGAL AI · WORKFLOW ENGINEERING
From client intake and document analysis to workflow orchestration and approval systems: an AI-assisted workflow that connects first contact to human review.
This case study abstracts client-sensitive implementation details. The diagram shows the workflow, without client data or product screenshots.
Intake is a chain of operational decisions across conversations, messages, documents and case information. The system needs to organize that context for review while keeping permissions and human responsibility explicit.
Full-stack workflow implementation across intake experiences, Node.js and FastAPI services, document processing, enterprise integrations, background jobs and approval controls.
First contact
Voice and email intake
Understand
Transcription, documents and metadata
Review
Qualification, conflicts and suggested actions
Approve
Attorney or case-manager review
Act & record
Controlled execution and audit trail
Permissions and auditability across every step.
AI-assisted new-client intake brings voice conversations and email into the workflow. Real-time transcription supports caller qualification and captures context for review.
Document intelligence supports understanding, extraction and classification. Case and client metadata provide structured context for the people reviewing the intake.
Conflict review workflows, suggested next actions and attorney or case-manager review keep consequential decisions with people. AI recommendations are separate from execution.
Microsoft Graph and SharePoint integrations connect email and documents to the workflow. Permission-aware access governs the information available to the AI system.
Node.js and Python/FastAPI services support the application and processing layers. Large files run through background processing, alongside scheduled and priority workflows.
Human approval precedes consequential execution. Controlled tools and action-level audit trails make the approved action and its execution reviewable.
The AI can organize intake information and propose next steps. Conflict review and consequential actions stay within attorney and case-manager review workflows. A recommendation is not permission to execute.
The production capability is the connected workflow: intake, structured context, document intelligence, human review and controlled execution with an audit trail.
For legal teams, founders and engineering leaders who need senior support with production AI and complex software workflows.
Discuss a Project