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UK Legal Firm
The Situation
A large UK-based legal firm managing a complex portfolio of client matter systems and large physical and digital document repositories, including wills and legal contracts. The firm recognized significant commercial value was locked in these unstructured assets but had no internal AI or data engineering capability to extract it.
No internal resource existed with the skills to evaluate AI document intelligence tools, build proof-of-concepts, or design a credible modernization roadmap. A credible business case was needed before full-scale investment could be approved.
What We Did
One Primero placed a specialist team of AI and data engineers with specific experience in document intelligence and legal technology directly into the client's environment.
The team ran a rapid proof-of-concept to digitize sample will documents, integrating data from third-party sources, applying data cleansing and quality controls, and building a custom data model for will documents. The work demonstrated a unified client view across the fragmented legacy estate. It then delivered a modernization roadmap with a clear, risk-mitigated path to investment approval.
What Followed
The firm accessed specialist AI capability on-demand without a permanent hire. Leadership was equipped with a credible, evidence-backed business case built in weeks. The projected marketing database was estimated to generate millions of pounds in new probate income. Additional millions in estate execution revenue were identified through the digitized document asset.
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