A Montana plaintiffs law firm was functioning but far from optimally — buried in busy work, stressed, and operating as individuals rather than a coordinated team. They knew AI could help but were barely using it. We conducted in-depth interviews, data collection, and analysis, then delivered a 55-pa
Results at a glance
paralegal capacity / attorney capacity - Phase 1
additional paralegal capacity / attorney capacity - Phase 2
The firm was overwhelmed. Day-to-day work was dominated by busy work, people were stressed, and the team was operating as a collection of individuals rather than a coordinated whole. The firm was functioning — but in a state of chaos that capped both capacity and quality.
They had heard about AI and sensed the opportunity, but adoption was minimal and unstructured. Without a clear picture of where their time was actually going or which bottlenecks mattered most, any attempt to "add AI" risked being scattered, superficial, and ineffective. They needed clarity before they needed tools.
We went into the firm and did the diagnostic work first. Through thorough interviews, data collection, and analysis, we built a complete picture of how the firm actually operated — and where it broke down.
The roadmap was structured in two phases:
We left the firm with an actionable plan to implement, backed by ongoing technical and business support from DigiDaaS to help along the way.
The assessment turned an overwhelmed, chaotic operation into a firm with a clear, quantified path forward. Each recommendation was tied to a documented capacity gain, so leadership could see exactly what each phase would return — and in what order to pursue it.
Book a 30-minute assessment—we'll map the bottleneck and the fastest path past it. No slide decks, no obligation.
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