How Schulz & Partner modernized complex, document-heavy legal reviews

90%+

decrease in processing time per case

2

live agentic automation projects currently running

3-4

months from pilot to live production

Client Overview

Schulz & Partner Rechtsanwaltskanzlei u. Unternehmensberater (Schulz & Partner) is a German boutique law firm specializing in professional debt counseling, known for guiding clients through highly regulated financial processes with precision. The firm combines deep legal expertise with operational innovation, advancing modern, forward-looking process improvements. Faced with increasing volumes of creditor data checks and proof-of-income evaluations, Schulz & Partner set out to overcome the inefficiencies of traditional, document-heavy legal workflows—where manual data extraction and verification slowed cycle times and introduced compliance risks. To improve speed, consistency, and reliability while maintaining rigorous audit trails, the firm aimed to reduce manual burden and establish a new benchmark for accuracy in financial assessments.

AI streamlines financial eligibility checks in a highly regulated sector

Schulz & Partner, in partnership with cronos automation, reimagined its verification workflows by combining UiPath Document Understanding™ with AI agents and human oversight. Previously, staff manually extracted creditor details from unstructured PDFs and cross-checked them against internal databases, often slowed by inconsistent naming conventions or missing entries. Now, robots ingest documents, extract structured data, and update records automatically. 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, handling eligibility checks that once required manual intervention.

These integrated solutions have streamlined case handling, reduced verification cycles from an average 15 minutes to 60 seconds, increased accuracy, and helped safeguard compliance. By embedding an agentic automation framework, Schulz & Partner is optimizing internal operations while setting the stage to scale similar innovations across the legal services sector.

Agentic automation has transformed our verification workflows—what used to take 15 minutes per case now takes just 60 seconds, giving our team more time for meaningful legal analysis.

Volkhard Korth · Partner at Schulz & Partner Rechtsanwaltskanzlei u. Unternehmensberater

Outcomes:

Accelerated case handling: Verification cycles now take just 60 seconds per case, freeing teams to focus on higher-value legal analysis
Reliable, consistent assessments: AI-driven data extraction and validation ensure trustworthy creditor and income evaluations
Scalable automation framework: Live agentic automations for data and proof-of-income checks provide a foundation to expand across other workflows

Additional resources:

Schulz & Partner is a 2025 UiPath AI25 Award winner. Meet all the 2025 award winners and see how these leading companies are using the UiPath Platform™ to drive innovation, boost efficiency, and redefine success.