x
cover-image

About the Client

One of the largest personal injury law firms in the United States operates across multiple offices with hundreds of staff and over 80 attorneys handling a continuous, high-volume flow of cases spanning car accidents, medical malpractice, wrongful death, and catastrophic injury. At that scale, intake speed and assignment consistency directly impact client outcomes. As volumes grew, the firm needed an operational foundation that could keep pace.

Intake and assignment processes had grown organically over time, creating undocumented decision logic, manual handoffs, and workflow inconsistencies that posed real operational risk at scale.
  • Assignment logic lived as institutional knowledge with no documented routing criteria.
  • Workflow variations by case type created inconsistency and increased error risk.
  • Manual handoffs limited end-to-end visibility and introduced delays.
  • Fragmented documentation made it difficult to identify bottlenecks or plan for capacity.
  • The firm needed a technology-enabled model that could scale without compounding these gaps.

Charter Global deployed an Impact Pod: a compact, cross-functional team that brought legal operations, Orcaworks platform expertise, and process design into one unit, running discovery, workflow design, and platform alignment in parallel rather than sequence, with every decision tied to a measurable operational outcome, fast.
  • Discovery and Workflow Analysis
  • Cross-Functional Delivery
  • Future-State Design
  • Platform Alignment and Roadmap
Download Case Study
Charter Global

Charter Global is a digital solution engineering company specializing in data, agentic AI automation, and end-to-end cloud transformation.

Contact Us