Case Study

Document Classification System

Full SaaS platform for legal intake. Shipped in 48 hours.

Built under contract with IGRISS

48hrs

From zero to production

3-5min → sec

Per document

70-85%

Auto-processed without human intervention

$750/mo

Sold as SaaS product

$ cat problem.txt

Bankruptcy law firms drowning in document chaos

Every day, staff received hundreds of client documents — tax returns, pay stubs, IDs, bank statements — that each needed to be manually identified, named following court conventions, matched to the right client matter in Clio, and uploaded correctly.

3-5 min

Per document manually

100s

Of documents per day

Hours

Of billable time lost

$ cat solution.txt

Six-stage AI processing pipeline

1. Upload — Staff drag-and-drop documents in any format — PDF, Word, images.

2. Convert — Non-PDFs automatically converted to PDF via Gotenberg.

3. Extract — AI-powered OCR pulls text from every document using Gemini.

4. Classify — Claude AI identifies document type, names, dates, and metadata.

5. Match — System searches Clio for the correct client matter — supports joint filings.

6. File — Auto-uploaded to Clio with clean filenames following legal conventions.

$ cat supported-documents.txt

Tax ReturnsPay StubsDriver LicenseBank StatementsW-2 FormsCredit ReportsSocial Security CardsCourt OrdersMedical BillsUtility BillsLease Agreements1099 Forms

$ cat features.txt

• Multi-Tenant — Each law firm gets their own isolated Clio connection and data.

• AI Disambiguation — When multiple matters match, AI analyzes context and picks the right one.

• Joint Filing Detection — Matches spouse names via related contacts in Clio.

• Smart Naming — Auto-generates filenames like "John Smith - Driver License.pdf".

• Human Review Queue — Low-confidence documents flagged with AI reasoning for quick manual review.

• Full Audit Trail — Every processing decision logged with AI confidence and reasoning.

$ cat tech-stack.txt

→ Next.js — Frontend & API

→ Trigger.dev — Background Jobs

→ Supabase — Database & Storage

→ Claude Opus 4 — Document Analysis

→ Gemini 2.0 — OCR Extraction

→ Clio API — Legal CRM

→ Gotenberg — PDF Conversion

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