Alejo and Paige Pijuan
Realization Partners case studies

Our results

Alejo Pijuan · Chief AI Officer
Paige Pijuan · Chief Operations Officer

2 of the firms we have worked inside: a 100+ attorney personal injury firm and a 6-attorney Chicago family-law firm (anonymized).

Case study 1 · A 100+ attorney personal injury firm

$3.5M of profit added per year, and 11 receptionists moved onto billable work.

$3.5M of profit added to the firm's bottom line, per year, against $105,000 invested. A 33x return.
42,000callsa month, by AI
11receptionistsmoved to billable work
58%lower CAC$338 to $142 per client
The problem
  • 16 receptionists on 1,800 calls a day. Calls missed, abandoned in queues, or arriving after hours, while $200,000 a month of marketing kept the phones ringing.
  • Staff on hold with insurance carriers for every claim, working phone menus by hand.
  • A marketing team at capacity, with creative and content as the bottleneck.
What we built
  • AI intake that answers the firm's calls end to end, across 15+ routing paths.
  • An outbound claims agent that phones insurance carriers, works their phone menus alone, and comes back with the adjuster and claim number. Every call rewrites its own instructions, so no carrier menu is ever hand-coded.
  • A 3-month AI plan for the marketing department.

The math

The calls
LineBeforeAfter
Calls a day handled by people1,800400
Fewer calls needing a person1 − 400 ÷ 1,80078%
Calls a month fully handled by AI(1,800 − 400) × 30 days042,000
Reception headcountNobody let go; 11 moved to billable roles165

Source: the firm's October 2025 operations data for headcount and call volume (1,600 to 2,000 calls a day; 1,800 is the midpoint), stated by Alejo Pijuan 3 September 2026. The monthly figure is arithmetic on those two numbers.

Where the $3.5M sits
ComponentPer yearShare
IntakeMissed, abandoned and after-hours calls became signed cases; every lead called back within minutes$1,468,00042%
Staffing$86,000 a month of reception payroll and offshore call handling, redirected to billable work$1,032,00029%
Marketing3 hires the team no longer needed once Claude carried creative and content$520,00015%
TechVendors replaced by their own build on Claude, net of the new AI spend$480,00014%
Total$3,500,000100%
Return on $105,000 invested$3,500,000 ÷ $105,00033xper year

Source: the engagement's figures, reconciled with the firm. Staffing is the $86,000 a month below, times 12. Tech is $140,000 a month of vendors cut (demand-generation and document-ingest platforms) less the firm's own AI spend, which rose by about $100,000 a month, per the firm's Director of Operations, August 2026.

Cost per signed client
StageBeforeAfter
Marketing spend, per month~$200,000unchanged
Cost per lead, held constant$27$27
Lead reaches a consultation17%33%
Lead becomes a signed client8%19%
Cost per signed client$27 ÷ 0.08 and $27 ÷ 0.19$338$142
Signed clients per 1,000 leads80190

Spend didn't move; the gain is all after the lead arrives. Signing 19% of leads instead of 8% is 2.4x the clients on the same marketing.

Source: the engagement's funnel figures, as shared by Alejo Pijuan on the BE THAT LAWYER podcast, August 2026.

Staffing: $86,000 a month of reception payroll, redirected
LinePer monthHow it's built
11 receptionists at about $7,000 fully loadedSalary plus payroll taxes and benefits; retrained into paralegal and higher-skilled roles$77,00011 × $7,000
Offshore call handling, $15,000 down to $6,000 of AI cost$9,000$15,000 − $6,000
Total, per month$86,000$77,000 + $9,000
Per year$1,032,000$86,000 × 12

$77,000 stayed on the payroll and changed job. $9,000 is a hard saving. Not part of the $3.5M. We don't add them.

Source: headcount from the firm's October 2025 operations data; $7,000 fully loaded per receptionist and the $15,000 to $6,000 offshore line from the engagement.

Case study 2 · A 6-attorney Chicago family-law firm

336 intake appointments booked by AI in 9 months, and 65% of the calls came in after hours.

336 consultations booked by the AI agents in their first 9 months, from 1,794 calls they handled. 65% of inbound calls arrived outside office hours.
6 in 10callsafter hours
1 in 4callersbooked a consultation
46consultationsin August alone
The problem
  • 118 of roughly 180 monthly calls went unanswered, most of them evenings and weekends, while Google Ads kept the phone ringing. Family-law callers rarely leave voicemail; they call the next firm.
  • Web-form leads waited for a callback during office hours, and many had hired someone else by then.
  • No one chased the callers who couldn't be reached, or the consultations that were booked and missed.
What we built
  • An inbound AI receptionist, 24 hours a day, that checks county and fee fit, books the intake call straight into the calendar, and transfers live when the office is open.
  • An outbound agent that calls every web-form lead back within minutes, qualifies, and books.
  • A callback agent and a missed-appointment agent behind them.

The math

What the agents handled in 9 months
LineInboundWeb leads called backTotal
Calls handled by the AI6371,1571,794
People reachedDistinct callers; distinct leads worked4697921,261
Consultations booked on the call109227336
Booking rateBooked ÷ people reached23%29%27%
Also: booking link sent or callback scheduled692897
Transferred live to the firm12514139

Source: the firm's call log in our database (the inbound, after-hours, callback and outbound agents). Every row is a real call with a recording.

After hours, measured
Inbound calls, Chicago timeCountShare
Arrived outside Monday to Friday, 9 to 5411 of 63765%
Consultations booked outside those hours65 of 10960%

Source: the same call log, Chicago time. Before the agents, the firm estimated 40% after hours.

What the bookings are worth
LineFigureHow it's built
Consultations booked by the agents336counted in the call log
Clients retainedAt the firm's own January rate, 5 retained of 51 booked33336 × 5 ÷ 51
Retainer to start, most cases$2,500the firm's standard retainer
Retainers from those clients$82,50033 × $2,500
Then billed hourly, on top of the retainer$350 to $500an hour

Source: the firm's partner on the retainer and hourly rates (November 2025); the January retained rate from the firm's marketing consultant (February 2026); bookings from the call log.

You can stop here. The numbers are the point
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alejo@realizationpartners.aiProfitability specialists for law firms