AI compatibility

AI can do the heavy lifting on this intake migration, but a human needs to check the deduplication.

Possible with caveats

Workable, but read the conditions.

Average across 1 submission.

avg / 100

The honest read

AI can handle the OCR, field extraction, and CSV normalization reliably for well-formatted inputs, but deduplication across years and formats requires judgment calls that will produce errors without human review. The task is automatable as a first pass, but a human must audit the output before CRM import — especially given the legal context where a merged or missed client record has real consequences.

Aggregated across 1 submission.

The five dimensions

Repeatability

Medium

The extraction logic is structurally consistent across records, but three different source formats (Google Forms exports, PDF attachments, JPG scans) each require different handling pipelines. Scan quality and form layout variation across two years adds meaningful inconsistency.

Ambiguity Tolerance

Medium

Target fields are well-defined, but deduplication criteria are not — it's unclear whether 'same client' means same name, same contact info, same matter, or some combination. Without explicit merge rules, the agent will make assumptions that may be wrong.

Data & Tool Availability

Medium

OCR tools (e.g., Tesseract, AWS Textract, Google Document AI) and CSV processing are readily available, but the agent needs direct access to all 340 source files across three formats. Google Forms data may require export steps, and file access must be provisioned explicitly.

Error Cost

High

Merging two different clients into one record, or losing a record entirely, could corrupt the CRM from day one of migration. In a legal context, a missing or misattributed client record could have compliance and malpractice implications — errors here are not trivially reversible.

Human Judgment Required

Medium

Most field extraction is mechanical, but deduplication edge cases — same client with a name change, a spouse listed as primary on one form and secondary on another, or a matter code that changed — require a human to decide. The agent can flag these; it shouldn't resolve them alone.

What an agent would need

Access to all 340 source files: Google Forms CSV export, PDF attachments, and JPG scans in a shared folder or storage bucket
OCR pipeline capable of handling both native PDFs and low-resolution JPG scans with acceptable accuracy (e.g., AWS Textract or Google Document AI)
Explicit deduplication rules defined by the firm: what fields constitute a match, and what the merge priority is when records conflict
A defined canonical schema for the output CSV that maps to the target CRM's field names and accepted formats
A human review step before CRM import, ideally with a flagged 'low-confidence' column the agent populates for ambiguous extractions or potential duplicates

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