How we helped Yaniv & Associates onboard 30 clients/month without adding staff.
The Problem
Yaniv & Associates was handling 30+ new clients monthly, manual intake was causing chaos.
- Manual email and DocuSign workflows
- Chasing payments and copying data across systems
Why AI Automation Is a Perfect Fit for Legal Operations
Most law firms spend hundreds of hours each year on repetitive admin work. With AI-powered systems, you streamline operations without adding overhead.
Reduce legal admin time
Automate client onboarding
Eliminate human error
Scale caseload with fewer staff
Our Automated Solution
We built an all-in-one intake system using Clio, Typeform, PandaDoc, SMS, Box, and their payment tool.
- Instant onboarding emails & DocuSign
Auto-invoice sending + reminders
SMS/email updates throughout
Secure, state-based document storage
All Your Tools, Now Working Together
We didn’t change their software, we made it smarter. The intake system connects tools like:
Clio Manage
PandaDoc
Typeform
Box Cloud Storage
SMS Gateway
Cardknox
Results
- 90% admin time cut (~780 hrs/year)
- 25% more cases—no new hires
- Faster payments, fewer delays
- Smoother client communication
“Integrating AI allowed every step of our client intake-from initial inquiry to final payment to be seamlessly automated.”
Daniel Yaniv, Esq.
Managing Partner @ Yaniv & Associates
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