Matter intake that keeps pace without a paralegal per matter
A firm opening matters at volume, each requiring the same engagement papers before any work could be billed.
The situation
A law firm opening a high volume of matters across multiple offices. Each one needs the same engagement papers in place before any work can be billed, and each office had its own way of collecting them.
Opening a matter meant a paralegal confirming the mandatory papers, one matter at a time. Work sometimes started before the engagement letter was countersigned, and client identity evidence was collected inconsistently between offices.
The rule Ceertia applies
The client identity on the engagement letter must match the identity on the power of attorney and the anti-money-laundering evidence.
How it runs
The case arrives from whoever sends it, with the engagement letters, client identity, powers of attorney, conflict-check records, fee agreements and anti-money-laundering evidence. Anything missing is flagged on receipt.
Each rule returns a verdict with its evidence: what Ceertia saw, where, and why it concluded. Every verdict is stored with its rule version, source excerpt and timestamp. A single intake use case, used by every office. It declares the mandatory items and checks that the client identity is consistent across the engagement letter, the power of attorney and the anti-money-laundering evidence.
Your team keeps the decision, on sourced evidence, with a full audit log.
What changes in the work
- Opening a matter meant a paralegal confirming the mandatory papers, one matter at a time.
- Work sometimes started before the engagement letter was countersigned.
- Client identity evidence was collected inconsistently across offices.
- Intake papers are checked automatically as they arrive.
- A missing mandatory item is flagged before the matter is opened.
- The same standard applies in every office, from the same use case.
Your team keeps the decision, on sourced evidence, with a full audit log.
A litigation team assembling filings from client papers, expert reports and exhibits, under deadlines that do not move.
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