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Agentic Legal Ops That Scale Caseload Not Headcount

A personal injury defense firm running litigation across six disconnected systems transformed its case lifecycle from six legal assistants juggling manual work into a single agentic system recovering $330K/yr.

Client
Gobel Flakes
Industry
Headline result
$330,000/yr
$330,000/yr
Annual Cost Savings
6 → 1
Reduction in Headcount
95%+
Deadline Compliance
24/7
Case Management
The Problem

A litigation operation held together by human memory across six disconnected systems.

The firm was managing active personal injury caseloads across multiple Florida jurisdictions with legal assistants juggling a disparate technology stack. Every step of the litigation lifecycle — intake, discovery tracking, hearing scheduling, deadline management, billing — lived in human memory and got passed between tools by hand. Industry-wide, ~40% of litigation firm time burns on this non-billable support work, and the cost compounded here: high-churn legal assistant roles at ~$66K each, missed deadlines, and compliance gaps from workflows no one could execute consistently at volume.

The Solution

A full agentic system operating the entire case lifecycle, end to end, inside the firm's existing stack.

CustomAI Studio built a full agentic system that operates the entire case lifecycle end-to-end, built inside the firm's existing stack. It watches Outlook for inbound case events — new matters, opposing counsel correspondence, scheduling requests, court notices — classifies them, and routes them through layered workflows: deterministic logic for jurisdiction-specific response windows, agentic reasoning for multi-stakeholder scheduling and discovery follow-through, and human-in-the-loop approval where attorney judgment is required.

Multi-step workflows — meet-and-confer scheduling, subpoena tracking, expert disclosure coordination, CMO compliance — run start to finish without human handoff. Every case, every day.

The Result

An 83% reduction in support cost, $330K/yr recovered, and 95%+ deadline compliance — with caseload that scales without headcount.

Work that previously required six legal assistants is now handled by one high-value assistant and the agentic operating system — an 83% reduction in support cost, recovering ~$330K/yr in labor and software cost. Deadline compliance went to 95%+: no missed responses, no compliance gaps, no human-memory failures across jurisdictions.

Attorneys redirected supervision time into billable case strategy and client work. The firm now scales caseload without scaling headcount — the operational unlock high-volume litigation practices have been waiting for.

Under the hood.

The entity-relationship architecture behind the Gobel Flakes agentic system — fourteen entities organized into five layers (tenant, identity & auth, the operational hub of master_matters, workstreams & artifacts, and events & access) — that lets a single agentic layer run intake, discovery, scheduling, deadlines, and billing as one coherent operating system.

01 · Tenant 02 · Identity & auth 03 · Operational hub 04 · Workstreams & artifacts 05 · Events · access · feed org_id client_id lead_lawyer_id triggered_by actor_person_id matter_id matter_id matter_id matter_id matter_id matter_id matter_id assigned_to_id sender_id person_id organizer_id uploaded_by_id granted_to created_by_id event_id document_id related_document_id parent_folder_id parent_folder_id linked_entity_id Tenant root pk · id master_organizations slug · plan · region Auth pk · id master_users email · pw_hash · mfa Identity hub pk · id master_people name · role · org_id Defensibility pk · id master_audit_log action · target · ts Operational hub pk · id master_matters title · status · client_id Workstreams pk · id master_tasks due · status · priority Email · letters pk · id master_communications channel · subject · body Time · invoices pk · id master_billing hours · rate · invoice_id Deadlines pk · id master_calendar_entries due_at · jurisdiction Files pk · id master_documents title · mime · version Hierarchy pk · id master_folders name · path · parent Court · meetings pk · id master_events starts_at · location Access control pk · id master_permissions scope · grant · expires Activity feed pk · id master_activities verb · linked · ts

Results.

  • $330,000/yr — Recovered in labor and software cost
  • 6 → 1 — Legal assistants required to run the operation
  • 95%+ — Deadline compliance across jurisdictions
  • 83% — Reduction in support cost
  • 24/7 — Case management coverage with no human-memory failures

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