Case Study 01

Legal Matter Intake Platform with AI Document Processing

A 25-year partnership building secure matter intake, approval workflows and document processing for one of the world's largest law firms, across 40+ modules and multiple jurisdictions.

25+Years partnership
40+Platform modules
GlobalMulti-jurisdiction
Matter Intake Platform, Enterprise Console NAVIGATION Matter Intake Client Records Documents Approvals AI Insights Active Matters, Global Queue Search matters, clients, documents… M-2026-1847 · Corporate M&A Frankfurt · Pending approval · 12 docs AI Classified M-2026-1842 · Litigation Support London · In review · 28 docs Risk Keywords Document Intelligence Panel Contract.pdfNDA · 94% confidence Engagement LetterCorporate · Extracted Suggested CategoryCross-Border M&A Workflow progress · 78% automated steps completed
Executive Summary

Major International Law Firm, a long-running platform partnership.

One of the world's largest international law firms needed a single platform for client matter intake, internal workflows and document handling across offices in multiple jurisdictions. Teams were working across fragmented tools, re-entering the same client data and running approvals through inconsistent chains that broke down under peak deal volume.

Axesscom put a dedicated engineering team in place and built the core modules for secure legal operations, workflow routing and document management. What started as a focused build became a partnership of more than 25 years: new practice areas, cloud migration on Azure, and, recently, document intelligence with full audit trails.

The stack runs on .NET and Azure, with AI used for classification, metadata extraction and search, not as a black box. Lawyers review every AI suggestion before it enters the record. Role-based access, ethical walls and immutable logs are built into the architecture, not added later.

Key highlights

  • Same Axesscom team embedded with the client for 25+ years
  • 40+ live modules: intake, CRM, workflows, documents
  • Document AI added without changing established compliance sign-off
  • 99.9% uptime target for global users
Customer Challenge

What was getting in the way.

Before the platform was modernized, manual processes and fragmented tools were slowing down work and creating compliance risk.

New matters took too long to open because intake was mostly manual

The same client appeared under different records in different offices

Partner and compliance approvals crossed practice groups, regions and time zones

Thousands of documents needed hand-labeling and metadata entry

Handoffs between offices lacked a consistent process

Audit trails, data residency rules and ethical walls had to be enforceable in software

M&A peaks required opening many new matters in a short window

Older integrations could not handle rising matter volume

Our Solution

One platform, built to last.

Axesscom delivered modular capabilities for each problem area, with clear metrics to track progress.

Matter intake with forms tailored to each practice area
Single client directory with deduplication and merge workflows
Workflow engine with conditional routing and SLA tracking
Multi-stage approvals for partners and compliance
Document management with versioning and retention rules
Document classification with confidence scores
Metadata extraction from contracts and engagement letters
Search across matters, clients and document libraries
Role-based access with ethical wall enforcement
Audit logging for regulators and internal review
REST APIs for adjacent legal tech systems
Dashboards for operations and practice group leads
AI Integration

AI where it actually helps.

AI supports lawyers; it does not replace them. When documents are uploaded, the backend runs OCR, embeddings and LLM classification, then surfaces suggested categories, extracted fields and risk keywords. Nothing is written to the matter record until a lawyer approves it.

Every suggestion carries a confidence score, model version and reviewer decision in the audit log. Compliance teams can trace any automated recommendation to its source. That human-in-the-loop model was a requirement for adoption, not an afterthought.

Automatic document classificationMetadata extraction from contractsContract summarizationSuggested matter categoriesDuplicate client detectionRisk keyword highlightingSemantic search across matters and filesSimilar-document matchingEngagement letter field extractionCross-matter similarity analysis
System Architecture

How the platform is structured.

Users & Legal Teams Blazor Enterprise Frontend .NET Services & REST APIs Workflow Engine Document Management AI Processing Layer OCR · Embeddings · LLM Classification · Semantic Search · Metadata Extraction SQL Server Azure Storage
01Users & Legal Teams, Partners, associates and operations staff in offices worldwide
02Blazor Frontend, Responsive UI with Telerik components and role-based navigation
03.NET Services & REST APIs, Modular services with authentication and policy enforcement
04Workflow Engine, Configurable approval chains, SLAs and escalation rules
05Document Management, Secure storage, versioning and retention management
06AI Processing Layer, OCR, embeddings, LLM classification, semantic search and extraction
07SQL Server & Azure Storage, Transactional data and blob storage with geo-redundancy
Project Timeline

Years of delivery, not one-off projects.

From the first modules through cloud migration and AI, the platform grew in planned phases.

Phase 01

Foundation & Core Platform

Early 2000s

Dedicated Axesscom team formed. First matter intake and client management modules went live for core practice groups.

Phase 02

Module Expansion

2010–2015

Platform reached 20+ modules: workflows, approvals and document management rolled out to more offices.

Phase 03

Cloud Migration

2016–2019

Infrastructure moved to Azure for disaster recovery and consistent access for distributed teams.

Phase 04

Workflow Modernization

2020–2022

Approval engine rebuilt for multi-jurisdiction routing. APIs opened for adjacent legal tech.

Phase 05

AI Integration

2023–2025

Document intelligence added: classification, metadata extraction, semantic search and risk keywords, all logged.

Phase 06

Continuous Evolution

Present

40+ modules in production. Platform remains the backbone for global legal operations.

Technology Stack

Technologies in production today.

Backend & Platform

.NET 9C#REST APIsAzure App ServiceAzure Functions

Frontend

BlazorTelerik UITypeScriptResponsive design

Data & Storage

SQL ServerAzure StorageEntity FrameworkFull-text indexing

AI & Intelligence

Azure AIOpenAI APIsOCRVector SearchEmbeddings

Operations

Azure DevOpsCI/CD pipelinesApplication InsightsAutomated testing
Business Results

What changed in practice.

Representative improvements after platform modernization and the addition of document intelligence.

New matters open faster with pre-filled client data and assisted intake forms
Less time spent manually classifying documents; lawyers confirm AI suggestions instead
Fewer duplicate client records through deduplication and structured metadata
Lawyers find relevant matters and files faster with semantic search
Stronger compliance posture via audit logs and ethical wall enforcement
Platform grew with the firm without a full architectural rebuild
Performance Metrics

KPIs and platform scale.

Operational indicators that reflect the work delivered over the partnership.

25+Years partnership
40+Platform modules
99.9%Uptime target
78%Intake speed gain

Operational Improvements

78%
65%
72%
58%

We've worked with Axesscom for over twenty-five years. They know our compliance rules, they show up when we add offices, and when we asked for document AI they built it so partners still sign off on everything. That's why we kept the partnership.

Director of Legal TechnologyGlobal Operations · International Law Firm

Need a legal platform that lasts?

Matter intake, document processing or a team that stays for years, tell us what you're planning and we'll give you an honest read on fit.

Contact Axesscom