Automated legal intake, qualified, enriched, conflict-checked

For a law firm, every new lead is also a risk decision: is it qualified, is the contact data real, and does it conflict with an existing client? Doing that by hand across court filings and referral lists is slow and error-prone, and a missed conflict check is a serious problem. The firm asked Periscope to automate intake end to end, without losing accuracy or control.

The Challenge

Intake was a manual pipeline that couldn't keep up with lead volume, and each manual step carried its own risk:

1. 01

   Manual extraction and qualification. Defendant details, case numbers, filing dates, organizations, were pulled from filings by hand, then qualified with inconsistent judgement.

2. 02

   Incomplete, unverified contact data. Leads arrived without reliable email or contact information, and there was no fast way to enrich and validate it.

3. 03

   Risky, manual conflict checks. Checking each lead against existing clients by hand was slow and error-prone, and a missed conflict is a professional-responsibility problem, not just an inconvenience.

The firm didn't want AI making the call on who to represent, they wanted it to do the reading, enrichment and checking, and hand a clean, conflict-cleared shortlist to a person. The engagement brief

The Solution

Periscope built an automated lead-management system that ingests leads, extracts and qualifies them, enriches and verifies contact data, and runs a Salesforce conflict check before anything reaches an attorney, with a person in control at every decision point.

Automated ingestion. Users upload CSV or Excel lead files with the required columns, and the system takes it from there.

Extraction & qualification. Defendant details, case numbers, filing dates, organizations, are extracted, and "contains / does not contain" keyword filters plus smart keyword extraction tag each lead Qualified or Unqualified.

AI enrichment & email verification. Clay AI enriches leads with additional contact detail, and integrated email validation confirms the addresses are real, so attorneys work from accurate data.

Salesforce conflict checks. Lead and party objects sync to Salesforce, and every lead is checked for conflicts against existing clients before it enters the pipeline, then pushed to the CRM.

Controlled & visible. Azure AD SSO, a notification system for long-running steps, a linear progress bar, and file management for status and exports, a person stays in control throughout.

The Results

Automating the reading, enrichment and checking, while leaving the representation decision to people, turned intake from a manual bottleneck into a fast, accurate, auditable pipeline.

Less manual effort. Data ingestion, filtering and enrichment are automated, freeing the team from repetitive intake work.

Better qualification. Keyword filtering and smart extraction made lead qualification more consistent and accurate.

Higher data accuracy. Email verification and automated conflict checks reduced errors and the risk of a missed conflict.

Scale. Bulk processing lets the firm handle far larger lead datasets than manual intake ever could.

From filings to a clean, conflict-cleared shortlist, automated ingestion, AI enrichment, verified contacts and a Salesforce conflict check, with a person on every call. Outcome summary