From drafting assistant to orchestrated workflow: How J&Y Law re-engineered the case pipeline
When Rothbaum arrived at J&Y Law, she quickly realized the firm’s rapid growth in personal-injury cases demanded a more intelligent and consistent process. With a headcount of around 100 and the ambition to scale, the firm needed a way to manage high case volumes without sacrificing accuracy or human oversight. Her background in business growth and IT leadership helped her see an architecture forming across the firm’s systems.
According to Rothbaum, the personal-injury case workflow is a sequence of tightly connected phases: marketing, intake, pre-litigation, demand, settlement, negotiation, and — if needed — litigation. Each step generates critical data that must be captured, structured, and then reused downstream. To support that flow, legal operations platform Litify functions as the base CRM and “helps connect the dots for the case pipeline.”
On top of Litify, the firm layers specialized AI tools. Agentic AI and bots assist during intake, listening to conversations, reviewing written and oral communications, and flagging early “nuggets” of information that may influence liability or case strength later. Another AI platform, Foundation AI, ingests documents and files them in the CRM.
