Give Clients Visibility. Give Staff Time Back.
Business Ops Forge helps law firms recover staff time with case tracking, document review support, client urgency signals, and intake follow-up workflows.
What We Automate
AI Use Cases
Client Intake Routing
Capture matter details, source, urgency, conflicts questions, and next-step requirements before the consultation gets scheduled.
Consultation Follow-Up
Trigger reminders, draft follow-up emails, request missing documents, and keep prospects moving without relying on manual memory.
Document Review Support
Use AI to summarize, label, extract key facts, flag missing items, and prepare first-pass internal notes while attorneys retain review and approval.
Case Tracking
Track matter milestones, client-safe status summaries, next actions, and staff ownership so clients do not have to call to learn whether anything moved.
Client Urgency Signals
Flag frustrated, confused, or urgent messages before they become client-service problems, then draft a response for staff review.
Common Questions
Frequently Asked Questions
Find the workflow that should not require another hire.
We review your operations capacity, estimate the staff hours trapped in repeatable work, and recommend the first AI-assisted workflow to build.