Case study · AI Agents · Legal marketing
Broughton Partners
How a process-heavy legal marketing operation put 15+ AI agents to work.
AI Agents · Legal marketing
15+ agents across intake and audit — and a team that moves faster than ever.
Broughton PartnersLegal marketing2025AI Agents
1 / The problem
Where it started
A high-volume legal marketing operation was drowning in repeatable manual work. Intake and audit ran on human hours that didn't scale, and growth was capped by headcount rather than demand.
2 / Our approach
How we worked
We ran a discovery sprint to map the operation end to end, then designed and built production agents inside their Salesforce and Claude environments — starting with the highest-volume, highest-friction workflows.
3 / What we delivered
The deliverables
- 15+ production agents across intake & audit
- Salesforce-native automation in their CRM
- Claude-powered drafting and review
- Playbooks and team training for adoption
4 / Outcomes
The impact
The numbers that mattered — and a partnership the team would run again.
15+
Agents in production
2
Core workflows automated
Weeks
To first live agent
“They didn't just hand us tools — they reshaped how our whole intake operation runs.”
David Brennan
Operations lead, Broughton Partners
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