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When the legal sector takes a strategic turn toward data and AI.

Case study

2026.01.01
Finance & Insurance

A Quebec-based law firm with more than 300 professionals and collaborators across several offices throughout Quebec. The firm provides comprehensive legal services to businesses, public institutions, and organizations across various industries. It stands out through its proximity, agility, and strong understanding of business realities.

Industry
Legal
Company size
+350 employees
Localisation
Quebec
Expertises
  • Artificial intelligence (AI)
  • Data value creation and governance
  • Intelligent automation
  • AI and analytics maturity assessment
  • Digital transformation strategy and roadmap
  • Change management and team training 
Technologies
  • Microsoft Azure (Cloud Functions, Logic Apps)
  • Serverless automation and system integrations
  • Process automation tools (RPA)
  • Cloud databases and data integration
  • Similarity algorithms and text data processing
  • Integration with internal data sources and external registries (e.g., REQ) 
Key facts
  • 50% reduction in file opening time (from 2h45 to 1h30 on average)
  • 1h30 saved per file, up to 45 hours gained when onboarding a new lawyer (20 to 30 files)
  • 15 administrative employees positively impacted through reduced manual tasks and a stronger focus on higher-value activities 
Lawyers walking and discussing data valorization and artificial intelligence in the legal sector.

A key player in the legal sector sought to better leverage the strategic potential of its data. Faced with a growing volume of unstructured information and challenges related to decision-making performance, the organization aimed to structure, analyze, and enhance the value of its information assets. 

Videns, powered by COFOMO, supported this transformation by implementing artificial intelligence approaches tailored to the legal environment. This enabled the organization to move from traditional document management to structured, analytics-driven value creation. 

The result: a law firm positioned as a pioneer in AI within the legal sector, with automated, reliable, and scalable processes. 

Context and challenges

Manual processes under pressure from growth. 

This key player in the legal sector manages large volumes of data generated from case files, contracts, case law, and internal communications. However, this information was often dispersed, inconsistently structured, and difficult to leverage effectively.

The main challenges included:

  • Lack of standardized data structuring
  • Difficulty quickly extracting relevant information
  • Limited visibility into trends and performance
  • Manual and time-consuming analytical processes
  • Need to improve strategic decision-making.

Solution

From strategic vision to concrete use cases.

The project explored high-potential use cases. Two initiatives were analyzed in depth to demonstrate how AI could impact legal operations:

  • Conflict-of-interest searches
  • Automation of the client file opening process

These activities, previously manual and time-consuming, showed potential to reduce administrative time by approximately 50%. These initiatives grounded the strategic reflection in tangible examples while highlighting key success factors for future implementation. A tailored training program was also designed to strengthen internal capabilities and support AI adoption across the firm.

Videns, powered by COFOMO, acted as both strategic and technology partner. The team supported the client in defining its AI vision, strengthening data governance, and prioritizing high-value use cases.

A multidisciplinary team (data strategy, data engineering, delivery) collaborated closely with internal stakeholders through workshops, process analysis, and continuous validation.

The approach included:

  • AI and analytics maturity assessment
  • Prioritized roadmap
  • Progressive and secure integration aligned with legal sector requirements

Outcome: A clear and structured roadmap for data and AI value creation, with concrete high-value use cases delivering:

  • Approximately 50% in efficiency gains
  • Reduced risk of human error
  • A solid foundation for sustainable and responsible digital transformation

Results

Measurable gains and sustainable foundations for AI 

The organization was able to:

  • Reduce file opening time by approximately 50% through automation
  • Accelerate validations and conflict-of-interest detection by connecting multiple data sources
  • Decrease repetitive manual tasks and reduce risk of human error
  • Improve administrative team productivity and workflow fluidity
  • Strengthen data governance and establish solid AI-ready foundations

Strategically, the initiative embedded AI into tangible use cases, aligned teams around a shared vision, and positioned the client for responsible, secure, and sustainable digital transformation.

A sustainable transformation driving efficiency and innovation. 

The project enabled them to modernize key processes while ensuring alignment between technological, organizational, and legal requirements. By combining a clear roadmap, concrete use cases, and change management, the firm now has strong foundations to integrate AI progressively, securely, and sustainably, in line with its compliance standards and business reality.

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FAQ

How can AI support processes in a demanding legal environment? 
AI can automate the analysis of information from multiple sources, detect similarities between entities, and accelerate complex validations while meeting strict confidentiality and compliance requirements. 

Which legal processes are best suited for intelligent automation? 
Structured, repetitive processes such as file opening, conflict-of-interest searches, client data validation, and internal database updates are well suited for automation due to their data-intensive and manual nature. 

What are the tangible benefits of AI for a law firm? 
AI reduces administrative workload, improves validation accuracy, lowers the risk of human error, and frees teams to focus on higher-value activities, while creating long-term foundations for innovation.