Case study · AI · Legal tech

From scanned lien documents to a draft case for a US legal-tech SaaS

Law firms on the platform were retyping case details from contracts, invoices and scanned forms. We revamped the AI that reads those uploads, so they now become a draft case with every value traced back to its source.

industry
Legal tech
client
US construction-lien SaaS
engagement
Dedicated team
01 · the challenge

The challenge

The platform helps law firms and lien-service companies manage construction-lien cases, from intake to sending statutory notices. Every new case started with someone reading a stack of documents (contracts, invoices, change orders, often scanned) and typing parties, addresses, amounts and work dates into the system. The client wanted AI to prepare that first draft, without ever letting it invent facts in a legal case.

02 · what we built

What we built

Users upload up to 10 files (PDF, Word, Excel, images) or paste notes. Text is read directly from digital PDFs, and scans go through OCR. Rule-based extractors fill the fields they can; an AI model is called only for what the rules cannot settle, such as contract terms and unpaid work months, and every quote it returns is checked against the source text. The result is a draft case: a review screen shows each value with its confidence, source page and quote, and nothing goes live until a person confirms it. Deadlines are calculated by the application, never by the AI.

Start from a sentence or a contract. The dashboard asks what you are working on. Type the job in plain words, or drop in the contract, invoices and change orders.
step 01

Start from a sentence or a contract

The dashboard asks what you are working on. Type the job in plain words, or drop in the contract, invoices and change orders.

Open this screen full size ↗

Real screens from the product. Client branding and every case detail are replaced with sample data.

03 · how we worked

How we worked

We worked on both the extraction engine and the review screens. The original extraction ran as a separate Python service; behind a stable interface we replaced it with an in-process Java engine, without changing the screens users already knew. We also set up the platform’s AWS deployment with HTTPS across multiple domains.

04 · results

Results

$0.006AI cost per 3-page document, measured during development
1 callat most per upload, and none when rules fill every required field
10 filesper upload, including scanned PDFs, Word, Excel and images
05 · technology
Java 21Spring Boot 3.5React 19MySQLTesseract OCRLLM APIGemini embeddingsAWS

More of our work

Marine

Marina and fuel-delivery platform: 4 web portals, 2 mobile apps

Modernization

Supervision portal rebuilt in React 19

Assistant

A rule-based assistant supervision officers can trust

Building something similar?

Tell us about it. The developers who worked on projects like this one can work on yours.

Book a call