Client

AI-Driven Client Onboarding: Transforming Legal Services

~25%

A 25% increase in monthly revenue.

3

Onboarding of 3 additional clients per month.

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AI-Driven Client Onboarding: Transforming Legal Services

Luzida's AI-driven solution notably enhanced a law firm's client onboarding process, increasing efficiency, boosting monthly revenue by 25%, and improving client satisfaction.

In order to enhance the customer service experience and improve response times, we implemented an AI-driven chatbot. This intelligent bot was capable of understanding customer queries and providing appropriate responses, all in real-time. Not only did this drastically reduce waiting times, but it also led to improved customer satisfaction. The AI chatbot we developed was equipped with:

  • Real-time Customer Interaction
  • Improved Response Times
  • High Accuracy in Responses
  • 24/7 Customer Support

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Realised

March 2023

Scope

2 months

Technology

Consulting

Problem

The core issue lies in the onboarding process. The current system iscumbersome and inefficient, requiring manual input and verification of clientinformation, which is both time-consuming and prone to errors. This leads todelayed client engagement, missed opportunities, and a strain on the firm'sresources. The need for a streamlined, automated process to onboard new clientsswiftly and accurately is evident

solution

OurApproach/Solution

At Luzida, wespecialize in leveraging AI to revolutionize business processes, turningchallenges into opportunities. Our solution for the law firm involvesdeveloping an intelligent client onboarding flow. Here's how it works:

Automated Inquiry Handling: Upon receivinga website inquiry, our AI system analyzes the client's details and casespecifics.

·     DynamicFollow-Up Questionnaire: Based on the initial information, the AI generates atailored set of follow-up questions to gather all necessary details for thecase, ensuring no critical information is missed.

·     SeamlessIntegration: The collected data, along with relevant follow-up questions, areautomatically populated into the lawyer's management system. This includeslinking pertinent law articles and precedents to the case, enriching thelawyer's resources.

·     EffortlessClient Journey: Clients experience a smooth, guided process that not only savestime but also instills confidence in the firm's professionalism and attentionto detail.

outcome

Implementing Luzida's AI-driven solution transforms the law firm's operations with remarkable outcomes:

·     Increased Capacity: The firm can now efficiently onboard 3 additional clients per month, without compromising the quality of service or overburdening the staff.

·     Revenue Growth: This increase in capacity translates to a substantial 25% growth in monthly revenue, significantly boosting the firm's profitability and market position.

·     Enhanced Client Satisfaction: The streamlined, responsive onboarding process enhances the client experience, leading to higher satisfaction rates and positive word-of-mouth referrals.

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