AI case study

Broughton PartnersCase verification

2,500 cases backlogged, audit data scattered across four systems. Eighteen agents now run checks on arrival; specialists own the exceptions.

Published

Key results

Daily Audit Work Reduction
60%
More Cases Verified
70%
Reduction in Drop-off
10%

Result highlights

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The story

Context

A tech-first legal services firm that sources, vets, and delivers qualified claimants to mass tort litigating firms, with a five-person Claimant Services team responsible for auditing every case against more than 20 checkpoints within a 72-hour delivery window.

Challenge

Case volume surges unpredictably, but expanding headcount to cover peaks would create fixed costs that couldn't flex when volume dropped. By early...

Solution
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Scope & timeline

  • 18 Agentforce agents deployed in under 6 months

Quotes

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The company

Broughton Partners logo

Broughton Partners

broughtonpartners.com

Connects qualified claimants with plaintiff's lawyers and top litigators for mass torts.

IndustryProfessional Services
LocationKansas City, MO, USA
Employees251-1K
Founded2008

The implementation partner

SaaSWorx.ai logo

SaaSWorx.ai

saasworx.ai
Role in this case study

Designed and built the agentic system framework on Salesforce for Broughton Partners

IndustryProfessional Services
LocationDallas, TX, USA
Employees51-250
Founded2017

The vendor

AI-powered CRM platform for sales, service, marketing, and commerce teams.

IndustrySoftware & Platforms
LocationSan Francisco, CA, USA
Employees50K-100K
Founded1999

Use case

Broughton Partners's Case verification is part of this use case:

Compliance Review
65 case studies(+36% YoY)
Proven impact?
Average
2.8Typical
2.8Typicalwithin Professional Services
2.8Typicalwithin Legal & Compliance

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