Schulz & Partner Rechtsanwaltskanzlei u. Unternehmensberater

Schulz & Partner, a German boutique law firm specializing in professional debt counseling, faced rising volumes of creditor data checks and proof-of-income evaluations. Staff manually extracted creditor details from unstructured PDFs and cross-checked them against internal databases, a process slowed by inconsistent naming conventions and missing entries. This manual, document-heavy workflow created slow cycle times and compliance risk in a highly regulated financial process.

In partnership with cronos automation, the firm combined UiPath Document Understanding with AI agents and human oversight. Robots now ingest documents and extract structured data automatically, while AI agents built with Agent Builder in UiPath Studio validate extracted information against the firm's master data, suggest corrections for discrepancies, and flag uncertain cases for review in UiPath Action Center. A parallel agentic automation evaluates proof-of-income documents for eligibility checks that previously required manual intervention.

Verification cycles that used to take an average of 15 minutes per case now take just 60 seconds, a 90%+ reduction in processing time. The firm now runs two live agentic automation projects, having moved from pilot to live production in 3-4 months, with improved accuracy, consistency, and compliance safeguards in creditor and income evaluations.

• Pairing Document Understanding with AI agents and human-in-the-loop review can cut document-heavy verification workflows from minutes to seconds while preserving audit trails.
• Agentic automation projects can move from pilot to live production in as little as 3-4 months.
• A working automation framework for one document-review workflow creates a foundation to scale to other legal workflows.