Client Questionnaire Intake & Translation for Legal Billing Coordinators with LEDES
The Problem
Matter Billing intake questionnaires come back incomplete, in three languages, with mismatched dates and missing employer details — the paralegal spends the day cleaning them up.
What We Build in LEDES
AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into Elite 3E. Purpose-built for teams running LEDES — uses the native API or agent integration so nothing leaves the system of record.
LEDES Integration Approach
Audit your LEDES configuration
We map the specific LEDES objects, custom fields, and workflows the automation needs to touch for your matter billing practice.
Build on the LEDES API or agent
Integration happens inside LEDES — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in LEDES with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your LEDES instance
30-minute call. We'll look at your actual LEDES setup and show exactly how this workflow fits.