CASE STUDY
How a National Personal Injury Law Firm Scaled Referral Fee Processing and Document Review
One of the largest personal injury law firms in the U.S. engaged AIS as referral fee volumes and related document review became harder to manage through manual processes alone. Incomplete payment details, inconsistent identifiers, and growing volumes of checks, closing statements, and turn-down letters made it difficult to reconcile payments, track exceptions, and keep deposits moving.
AIS was selected to provide dedicated back-office support focused on document review, validation, reconciliation, and exception tracking. The engagement helped the firm clear longstanding backlogs, improve payment accuracy, and put a more organized process in place as volumes increased.
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Key Takeaways
- Cleared a 10-month backlog within four months
- Supported average monthly referral fee volume of $3.8M and about 850 checks per month
- Improved payment reconciliation, discrepancy identification, and day-to-day processing consistency
What You'll Learn
- What made referral fee payments and supporting documents difficult to track at scale
- Where AIS helped bring more structure to check processing, closing statement review, and turn-down letter verification
- How a dedicated support model helped the firm handle higher volumes with better organization and follow-through