Anonymized - regional litigation firm
From an intake queue to a traceable matter pipeline
New matters were qualified through email and phone notes, while medical records and deadlines lived across disconnected folders.
The firm did not need another generic document assistant. It needed one operating path from a client's first contact through matter setup, record review, and status communication.
SignalMap exposed the repeated handoffs and the missing ownership between intake and case preparation. ForgeLoop then delivered a system that classifies a new enquiry, gathers required facts, builds a source-linked timeline, and routes exceptions to the right legal professional.
Attorneys keep control over legal advice, acceptance, and substantive judgment. The system handles the routing and evidence preparation that previously kept matters waiting in a queue.