How a boutique San Francisco PI firm scaled intake 3x without adding headcount — using LexiFlow's Reasoning AI and MeritScan.
A growth dilemma solved with AI — more cases, same team.
Smith LaCien LLP, a boutique San Francisco PI firm, faced a classic growth dilemma: more demand meant more leads to screen, but each new hire added significant fixed costs. With 6-8 hour response times, zero after-hours capture, $1,200-2,000 per case in medical record review costs, and only 2 full-time intake staff, they were leaving money on the table — but couldn't justify expanding headcount.
Smith LaCien deployed LexiFlow's AI intake suite with MeritScan integration: custom-branded web intake, 24/7 AI voice receptionist with California law awareness, and automated medical merit review that reduced per-case review costs from $1,500 to $75 — a 95% savings. Implementation took 5 days with zero disruption to existing workflows.
Within 60 days, case screening capacity grew from 15 to 50+ cases per month — a 3.3x increase. Response time dropped from 6-8 hours to under 30 seconds (720x faster). Retained cases tripled without adding a single staff member. The firm reduced intake staffing from 2 FTEs to 0.5 FTE, saving $90,000 annually in salary alone.
The combined annual impact exceeded $347,000: $90,000 in intake staffing reduction, $17,100 in medical record review savings, and $240,000+ in incremental revenue from additional retained cases. MeritScan alone paid for the entire LexiFlow subscription. The firm's cost-per-case dropped by more than 60% while case volume tripled.
60-day impact: faster response, higher volume, lower cost.
| Metric | Before LexiFlow | After LexiFlow | Improvement |
|---|---|---|---|
| Response time | 6-8 hours | < 30 seconds | 720x faster |
| Case screening capacity | 15/month | 50+/month | 3.3x |
| Med mal review cost | $1,500/case | $75/case | 95% savings |
| Retained cases | Baseline | +200% | 3x growth |
| Intake staff needed | 2 FTE | 0.5 FTE | 75% reduction |
$347,000+ in combined annual savings and revenue impact.
From intake to deposition — a fully integrated workflow.
Smith LaCien tripled case volume with the same team. See what LexiFlow can do for your practice.