CASE STUDY · LEGAL
An AI agent ecosystem that automated an entire financial recovery firm
Intake, document review, claimant communication — a network of AI agents now handles the firm’s repetitive casework end to end.
The challenge
Thousands of claims. All handled by hand.
Every claim meant intake forms to process, documents to review, and claimants to keep updated — repetitive work that consumed the firm’s staff and capped how many cases it could take on.
What we built
A network of agents, each owning one job.
We mapped the firm’s casework step by step, then built dedicated AI agents for each stage — one processing intake, one reviewing documents, one handling claimant communication — coordinated so a claim moves through the pipeline without a human touching the routine steps.
The outcome
The routine casework runs itself.
Staff time moved from processing paperwork to legal work. The firm can take on more cases without adding headcount — and claimants hear back faster.
More work
ENTERPRISE · INTEGRATION
MuleSoft document-processing integrations
Enterprise-grade pipelines that ingest, parse, and route documents across systems automatically.
Read the case study →PLATFORM · SALESFORCE
Full Salesforce platform development
End-to-end Salesforce builds — custom objects, flows, and automation tailored to how the business sells.
Read the case study →PRODUCT · CLIENT PORTAL
A self-service client portal for a seasonal storage business
Members book their own pickups, track what is in storage, and browse a photo catalog of everything they own.
Read the case study →Your business has casework like this too.
30 minutes. We’ll find the repetitive work worth automating.
MG Consulting