CV

Carter & Vance Solicitors

Law Firms

Returned ~9 billable hours a week per fee-earner.

Senior solicitor reviewing case documents at a mahogany desk in a traditional British law office

The full story

Where it started

Carter & Vance is a mid-sized firm with a healthy flow of enquiries — conveyancing, family, private client. The problem wasn't demand; it was where the demand landed. First-line intake calls, consultation scheduling and document chasing all flowed straight to fee-earners, the most expensive people in the building. Hours that should have been billed were spent playing telephone tag and sending 'gentle reminder' emails.

The breaking point

Practice Manager Priya Sharma ran a simple time audit across the fee-earners: nearly a full working day per person, per week, was going on administrative intake and chasing. At charge-out rates, the number was painful to look at. Meanwhile, enquiries that arrived after 5:30pm — often the most valuable, from people who had spent the day deciding to act — sat unanswered overnight, and a measurable share never called back.

The Agent Audit

The audit mapped intake from first contact to opened matter: what information each matter type needed, which questions qualified an enquiry in or out, where documents stalled, and where fee-earner time was leaking. We designed the deployment around the firm's own criteria and matter types — and around a hard rule from the partners: the firm keeps full oversight of every client communication.

What we built

We deployed a set of agents around the firm's existing systems. Intake is captured and qualified 24/7 against the firm's criteria, with conflict-check information gathered up front. Consultations are booked directly around each fee-earner's availability. Outstanding documents are chased on a polite, persistent schedule that never forgets and never sounds irritated. Every interaction is logged for review, and anything unusual escalates to a human.

The first weeks live

The document-chasing agent earned its keep first — matters that had been stalled for weeks on a missing form started moving within days. Intake followed, and the quality surprised the sceptics: fee-earners began receiving enquiries as clean, pre-qualified summaries rather than cold calls mid-drafting. The 9am scramble through the overnight enquiry inbox disappeared, because the overnight enquiries had already been handled.

Where they are now

Each fee-earner has recovered roughly nine billable hours a week — close to a full working day returned to actual legal work. After-hours enquiries are captured instead of lost, and intake runs to the firm's standards around the clock. The agents didn't replace anyone; they took back the time the admin had been stealing.

The results

9 hrs/wk

Billable time recovered per fee-earner

24/7

Intake capture and qualification

0

After-hours enquiries lost

Our fee-earners were doing admin we couldn’t bill for. The agents took intake, scheduling and chasing off their desks entirely — and gave us back the better part of a day each, every week.

Priya Sharma, Practice Manager, Carter & Vance Solicitors

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