Legal Advisory
Legal advisory firm multiplies qualified leads 3-5x and unlocks $7.5M-16M annual revenue upside with an AI sales intelligence agent
A single AI agent scans federal regulatory filings every 5 minutes, scores, enriches, and delivers complete call packs with an AI assistant for discussing data and extracting insights. Replaces 1 to 2 full-time researchers. 3-5x more leads with the same sales team.
How the system works
Overview
A labor relations advisory firm closing six-figure engagements ($25,000 to $75,000 per client) was bottlenecked on lead research. One person manually checked federal filing sites once or twice per day, spending 2 to 3.5 hours researching each lead. A sales intelligence agent now monitors federal regulatory filings every 5 minutes, classifies every filing by urgency, enriches leads with contacts and company intel, and delivers complete call packs within 5 to 10 minutes. Each pack includes an AI research assistant the team can query for deeper insights. The result: 3 to 5x more leads with the same sales team, and $7.5M to $16M in annual revenue upside.
The problem
What was capping the business.
A labor relations advisory firm closing six-figure union election engagements ($25,000 to $75,000 per client) was bottlenecked on prospecting. One person manually checked federal regulatory filing sites once or twice per day, spending 2 to 3.5 hours researching each lead: company background, decision-maker contacts, the right outreach angle. Most leads went stale before they were ever touched. The firm's competitive advantage, early access to regulatory filing data and deep industry expertise, was wasted because research could not keep pace with opportunity.
The firm's audit and assessment practice also had no outbound system, generating revenue entirely through word of mouth. Audit reports were built manually in Excel.
What we ship
What we built.
A complete AI sales intelligence agent was built, running on dedicated hardware the firm owns and controls.
Regulatory Filing Monitoring & Lead Scoring
The system monitors federal regulatory filings every 5 minutes (288 checks per day vs. the previous 1 to 2 manual checks). Every new filing is classified by urgency and routed to the appropriate workflow.
AI Enrichment Engine
For every above-threshold lead, the AI identifies the company, maps the parent and HQ structure, and discovers decision-makers (CEO, general counsel, director of HR) with verified email and phone contact information. It generates a personalized outreach angle based on the filing details and the company's specific situation.
Call Pack Delivery
Within 5 to 10 minutes of a filing going live, the complete call pack lands in Slack: company intelligence briefing, verified contacts with phone numbers, role-based email drafts, and a recommended outreach angle. Each pack includes an AI research assistant the team can query to discuss the data and extract additional insights. The closer walks into every call fully prepared.
Lifecycle Automation
The system runs triggers across the full client lifecycle: 14-day follow-ups if no response, day-after election result monitoring for new outreach opportunities, 11-month decertification windows, and contract expirations. Stale and returning leads surface automatically.
Lead Management Dashboard
A centralized dashboard shows all enriched prospects across priority tiers with pipeline status, filtering, and KPI tracking.
Human-in-the-loop on all outbound: nothing sends without review.
Results
The numbers.
| Metric | Before | After |
|---|---|---|
| Filing checks | 1 to 2 manual checks/day | 288 automated checks/day (every 5 min) |
| Research time per lead | 2 to 3.5 hours manual | 5 to 10 min from filing to Slack call pack |
| Leads processed | Capped by 1 researcher | 12 to 18 qualified leads/day (77 in 12 days) |
| Volume multiplier | Baseline | 3 to 5x more leads, same team |
| Hours saved/day | 0 | 30 to 60 hrs (1 to 2 full-time researchers replaced) |
| Annual revenue upside | Baseline | $7.5M to $16M (conservative to moderate) |
Not all revenue upside is attributable to the system: the firm would capture some portion of these deals through existing relationships and word of mouth. The 3 to 5x volume multiplier directly tracks to the removal of the manual research bottleneck.
Areas of expertise
Explore the building blocks of this engagement.
More results
Other outcomes we've shipped.
What would this look like for your operation?
30 minutes. We map your highest-leverage workflow and give you a written roadmap. Free whether or not we work together.