Document Heavy
Built for requests, records, notices, transcripts, claims, referrals, packets, and status loops.
AI Workflow Systems For Litigation Support
Turn records chase, intake, exceptions, and client status into a controlled workflow.
Campbell Automations builds secure, human-reviewed AI workflow systems for litigation-support, records retrieval, deposition, settlement, claims, and MSP compliance operations.
Start with one workflow: intake, records chase, deposition scheduling, claims exceptions, referral packets, or client-status reporting. Map it in 7 business days, then build only if the implementation case is strong.
Records retrieval
Deposition ops
Claims administration
MSP compliance
Human Reviewed
AI prepares, classifies, extracts, and drafts. Your team approves sensitive work.
Current Stack Friendly
Improve workflows across existing inboxes, portals, CRMs, spreadsheets, and case systems.
Implementation First
No abstract AI theater. The sprint ends with a concrete build plan and fixed-fee scope.
Best First Workflows
The fastest path is not "AI everywhere." It is one expensive operational queue.
Records Retrieval Intake And Chase
Classify new requests, extract required fields, flag missing authorizations or provider details, draft chase messages, and surface aging requests before clients ask.
Deposition Scheduling And Transcript Ops
Prepare scheduler follow-up, identify missing logistics, track transcript or exhibit status, and give managers a cleaner view of stalled items.
Settlement And Claims Exceptions
Classify deficiencies, draft notices, route escalations, summarize aging cohorts, and help leadership see where the claims queue is backing up.
MSP And MSA Referral Packets
Review referral completeness, identify missing medical or settlement documentation, prepare internal summaries, and maintain compliance-status visibility.
The Offer
Legal Ops Workflow Sprint
In 7 business days, Campbell Automations maps one high-friction workflow, identifies the automation and AI review points, and delivers a fixed-fee implementation plan your operations team can approve without buying a generic platform.
Sprint Deliverables
- Current-state workflow map for one operational queue
- Missing information, exception, and aging-work analysis
- AI-assist opportunities with human-review gates
- System inventory and integration assumptions
- Fixed-fee implementation plan and executive readout
Not Included
- No autonomous legal or claims decision-making
- No PHI, PII, or confidential case ingestion until handling rules are approved
- No broad transformation roadmap before one workflow earns it
- No generic chatbot pitched as an operations system
Why Now
Legal ops teams are being asked to adopt AI, but the bottleneck is workflow design.
Most litigation-support work is not waiting for a magic model. It is waiting for better intake, cleaner queues, better drafting support, and safer review points around the systems the team already uses.
Fewer
Stuck requests, missing-info loops, and invisible aging items.
Faster
Coordinator prep, internal routing, client updates, and manager review.
Safer
AI assistance with human approval, auditability, and workflow guardrails.
Pricing
Premium workflow implementation, sold one operational wedge at a time.
Entry Point
Workflow Fit Call
Free
15 minutes to see whether there is a workflow worth inspecting.
Paid Diagnostic
Legal Ops Workflow Sprint
$15,000
7 business days. One workflow. Credited toward implementation if signed within 30 days.
Buildout
Workflow Buildout - Wave 1
$55k-$85k
4-6 weeks to implement the first production workflow with review gates and reporting.
Ongoing
Managed Workflow Optimization
$12.5k-$25k/mo
Monitoring, tuning, new automations, reporting, and monthly workflow review.
Who This Is For
Best fit firms have enough volume, complexity, and trust requirements to justify custom work.
Litigation Support And Records Retrieval
Teams handling repeated request intake, authorizations, provider follow-up, document packets, and status updates.
Deposition And Court Reporting Operations
Teams coordinating scheduling, transcript logistics, exhibits, videography, remote proceedings, and client status.
Claims, Settlement, And MSP Administration
Teams managing claims forms, deficiencies, notices, referral packets, compliance documentation, and exception queues.
FAQ
Common buyer questions
Do you replace our case-management or records platform?
No. The usual starting point is improving the workflow around the systems you already use: inboxes, portals, case tools, spreadsheets, forms, and document repositories.
Can you work around sensitive data?
Yes, but the sprint defines data boundaries first. Sensitive data handling, PHI/PII access, retention, and review rules are established before production implementation.
What does AI actually do?
AI can help classify requests, extract key fields, summarize packets, draft follow-up, prepare internal notes, and surface exceptions. Human review remains central.
Why start with a paid sprint?
Because the implementation should be based on the real workflow, edge cases, review points, and system constraints. The sprint prevents vague AI projects and creates a buildable scope.
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