Case Intake and Registration

Looplex’s Case Intake and Registration solution automates the full intake cycle for new judicial and administrative matters, from monitoring new case filings to structured registration in the client’s systems.

Designed especially for high-volume litigation operations, such as legal departments of financial institutions, insurers, telecom companies, airlines, and large employers, the solution enables teams to handle large volumes of new cases with traceability and speed.

By combining automated monitoring, intelligent document reading, and AI-powered semantic classification, Looplex turns case intake into a structured, integrated workflow ready for downstream execution, including defense strategy, provisioning, and strategic analysis.

How it works

The solution operates as a continuous pipeline for ingesting and structuring procedural data:

1. Monitoring new filings
   Automated tracking of new cases filed before courts and tribunals, identifying matters relevant to the client.

2. Downloading and organizing case records
   Automatic capture of procedural documents and structured storage in Looplex Content.

3. AI-powered analysis and classification
   Reading of case records by intelligent agents, with extraction of parties, case type, claims, allegations forming the cause of action, amounts, and relevant dates.

4. Pre-registration and validation when needed
   Interface for human validation or completion of data not automatically captured.

5. Structured case registration
   Creation or update of the matter in Looplex Cases, including case header data, initial timeline, linked documents, and legal classification.

6. Integration with client systems
   Synchronization with legacy systems through native connectors, APIs, and RPA when required.

Key capabilities

• Automated intake of cases at scale

• Semantic classification of allegations and claims

• Structured extraction of procedural data

• Assisted validation with human-in-the-loop controls

• Integration with multiple corporate systems

Intelligent orchestration of tasks and agents

The solution uses a multi-agent AI architecture that enables automated execution of reading, classification, and registration tasks; conditional decisions, such as when human validation is required; and activation of downstream workflows based on extracted data.

This orchestration ensures that each new case is not only registered, but also prepared for the next stages of the legal lifecycle, such as evidence gathering, drafting, and strategic monitoring.

Solution flow

The solution automates all or nearly all legal operations and legal controllership tasks related to:

• Monitoring new case filings

• Downloading case records

• AI classification

• Validation when needed

• Registration in Looplex Cases

• Synchronization with the client’s case management systems

Integration with the Looplex platform

• Looplex Content → storage and organization of case records

• Looplex Cases → structured case management

• Looplex Dashboards → data analysis and operational indicators

• Looplex Copilot / Autopilot → execution and orchestration of intelligent tasks

Use cases

• High-volume litigation in financial institutions

• Labor litigation management for large employers

• Legal operations in insurers and telecom companies

• Law firms specializing in mass litigation

Benefits

Increase the productivity of your legal and operations teams with a significant reduction in manual case intake work, standardization and quality control of legal data, faster start of defense strategy and evidence gathering, integration with existing technology ecosystems, and a structured data foundation for automating downstream workflows.