Conti Moore is the owner of Conti Moore Law, a 25-person family law firm based in Orlando, Florida, specializing exclusively in family law across several Central Florida counties. Known for her forward-thinking approach, Conti has embraced AI and LegalMate’s integrations to enhance her firm’s operations, improve client service, and scale her practice efficiently.
Challenges Conti Was Facing:
- Time-Consuming Administrative Tasks: Drafting emails, tracking time entries, and organizing call notes were taking up valuable time for her attorneys, reducing efficiency and slowing case management.
- Client and Team Oversight: As her firm grew, maintaining a high standard of client care and ensuring team accountability became increasingly challenging.
- Scalability of Operations: Expanding the firm while maintaining personalized client service and consistent internal processes required innovative solutions.
Solutions Implemented: Conti’s firm adopted LegalMate’s integration with Dialpad and Clio to streamline various processes and incorporate AI for daily operations. Key implementations included:
- Automated Call Management:
- LegalMate’s integration automatically logs calls, matches them with Clio contacts, and provides full call transcripts.
- AI-generated summaries and structured notes are created for each call, saving time and ensuring no detail is missed.
- AI-Driven Email Drafting:
- Using AI prompts, LegalMate generates concise, professional email drafts directly from call transcripts and summaries. This eliminates the need to start emails from scratch, saving significant time and effort.
- Time Tracking Automation:
- Automated time entries with AI-generated descriptions ensure accurate billing and prevent missed time entries, even during back-to-back calls.
- Internal Operations and Client Care:
- The firm uses AI to monitor calls for quality assurance, ensuring empathy and professionalism in client interactions.
- Structured notes and transcripts within Clio make case reviews and audits faster and more organized.
Once Conti Moore integrated with our Dialpad to Clio solution, her firm was able to see results like:
- Efficiency Gains:
- Time spent on drafting emails, tracking time, and taking notes has been drastically reduced. For example, Conti reported that AI tools like LegalMate save her team from starting emails or tasks from scratch, giving them a significant head start on every task.
- Improved Client Service:
- The integration allows the team to focus more on client care by reducing administrative burdens. Conti emphasized that client care and empathy remain top priorities, and these tools enable her team to be more responsive and attentive.
- Enhanced Team Oversight:
- Conti uses LegalMate to review staff calls for quality assurance, ensuring team members maintain the firm’s high standards of client interaction. Additionally, the system helps identify and address client or opposing counsel behavior that may negatively impact her team.
- Scalability:
- The automation and AI tools provided by LegalMate have allowed Conti to scale her firm while maintaining consistent service quality. The streamlined processes empower her team to handle more cases and help more clients effectively.
"Client care is really important. I want people to show empathy... It shouldn't be so transactional. LegalMate and its integration with Dialpad and Clio have made it easier for my team to focus on our clients while streamlining our operations. The time savings and efficiency gains are invaluable, especially as we continue to grow."
By adopting LegalMate’s innovative AI tools and integrations, Conti Moore’s law firm has transformed its operations, improving efficiency, client care, and scalability. LegalMate’s solutions empower her team to focus on what matters most: delivering exceptional service to clients while running a thriving, modern law practice.
