Case Studies

The Agentic Playbook: How Attorney Share and Finch Help Simon Law Group Serve Clients in Need

How Simon Law Group paired Attorney Share's MCP server with Finch's pre-litigation team to work thousands of referral cases and serve clients in need.

The Problem

Personal injury referral marketplaces are full of good cases. Motor vehicle accidents, premises liability claims, clients with real injuries who found a firm that couldn't take them and got passed along. Those cases end up on platforms like Attorney Share, and most of them sit there longer than they should.

It's not that firms don't want to work them. It's that acting on a referral marketplace can be operationally expensive. Someone has to watch the feed, screen the cases, call the client, run the intake, get the retainer signed, open the claim, chase the records. For most firms, that's too much lift for cases that aren't already in the door.

So the cases pile up. Clients who needed help don't get it.

Simon Law Group, Attorney Share, and Finch decided to fix that.

The Platform

Attorney Share has spent years building one of the largest legal referral marketplaces in the country. The supply of cases was never the issue. What was missing was a way for firms to act on that supply without building a whole internal operation around it.

That changed when Attorney Share released its MCP server. An MCP server is what lets an AI agent connect to an outside system and operate it directly. In this case the system is the Attorney Share marketplace. A firm's agent connects, reads the feed, screens every case against the firm's criteria, submits proposals, and triggers intake. It runs on its own. No one watching the feed.

“We built an MCP server so an AI agent can work the marketplace on its own. Agentic AI isn't a demo for us. It's real cases getting to real firms, fast. What Finch built on top of it is exactly what we envisioned.” — George Durzi, CEO, Attorney Share

The Engine

Finch is a pre-litigation team for plaintiff personal injury firms. Not software. A team: bilingual paralegals, case managers, legal ops staff who embed with a firm and handle the full case lifecycle from intake through demand.

On top of Attorney Share's MCP server, Finch built a pipeline for Simon Law Group that runs without anyone manually touching the feed. Cases that match SLG's criteria get proposals submitted the same day they're posted. When a proposal is accepted, Finch's intake team picks up the call, qualifies the client, and gets the retainer signed. From there the case runs: claims opened, letters of representation out, police reports pulled, medical records requested and chased, client check-ins on schedule, liens tracked, and a demand package assembled and transmitted when the time comes.

SLG attorneys receive polished demand packages on cases that have been properly worked from day one.

“Before this, reviewing the Attorney Share feed and actually doing something with it required more bandwidth than we had. Now proposals go out the same day, and by the time a case lands with our attorneys it's already been worked up properly. It changed what we can actually take on.” — Eric Heath, Head of Pre-Litigation and Intake, Simon Law Group

The Results

Since deploying this workflow, Simon Law Group has reviewed thousands of cases on the Attorney Share platform and signed clients who would otherwise have gone unserved.

  • Thousands of cases reviewed across CA, AZ, and TX that were passed on by other firms.
  • 100% client retention after signing, with cases managed by Finch.
  • $1M+ in anticipated additional revenue for Simon Law Group.

The retention number is the one worth sitting with. Every client who signed stayed. Not because of contracts or lock-in, but because the case was worked right and the client felt it.

SLG is now extending the model into additional states.

“This is what access to justice looks like when you stop waiting for it to happen and build the infrastructure to make it happen.” — Robert Simon, Founder, Simon Law Group

What It Means for the Industry

A lot of firms are watching the referral marketplace and doing nothing with it because the operational cost is too high. This model changes that math. A second case pipeline, running in parallel to main inbound, with no new internal headcount and no new offices. The infrastructure handles the volume. The attorneys handle the law.

For Attorney Share, it validates what an open platform can do: more cases worked, more clients served, better outcomes for the referring firms that post there.

For everyone else, the takeaway is straightforward. Agentic legal ops is not something coming down the road. It is already running.

“We built Finch because the best plaintiff firms in the country were leaving cases on the table not because they didn't want them, but because the operation couldn't keep up. What makes Bob and the Simon Law Group team different is they actually decided to do something about it. Most firms see that gap and accept it as a fact of life. SLG built a pipeline instead.” — Viraj Bindra, CEO, Finch

About the Partners

Attorney Share is a national legal referral marketplace connecting referring firms with qualified co-counsel across practice areas and geographies. Its MCP server enables legal ops platforms to build automated workflows directly on top of the platform.

Finch is a pre-litigation team for growing plaintiff personal injury firms, handling intake through demand so attorneys can focus on winning cases.

Simon Law Group is a plaintiff personal injury firm headquartered in Los Angeles, CA, known for taking on complex cases and fighting for clients who need real representation.