Overview
Complete document intake automation that transforms how legal firms collect and process client documents via WhatsApp.
How it Works
1. WhatsApp Upload
Clients upload IDs, proof of address, and statements directly through WhatsApp.
2. OCR Processing
n8n orchestrates Mistral OCR to extract document data with high accuracy.
3. Validation
System validates document quality automatically. Blurry or incomplete documents trigger re-upload prompts.
4. CRM Population
Extracts key fields (name, DOB, address, document type, amounts) and populates GoHighLevel CRM instantly.
The Challenge
Manual document reading was taking hours and prone to errors. Legal firms needed a way to process client documents faster while maintaining accuracy.
Key Outcomes
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Speed
Minutes To structured data from documents -
Accuracy
Lower Errors In intake process -
Throughput
Faster Cases Case throughput increased
"They listened, over-delivered, and improved the brief. Communication, delivery, and execution were top tier. 100% recommend."