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Transforming technology into results
Transforming technology into results
Convert leads into clients instantly. An adaptive intake system that qualifies claims, captures evidence, and populates case files automatically.
In high-volume personal injury or mass tort law, "Speed to Retainer" is everything. Potential clients shopping for a lawyer will sign with the first firm that answers and makes them feel heard. Static web forms are daunting, and phone queues cause drop-offs. Firms were losing viable cases simply because their intake process was stuck in the analog age.
We built a Dynamic Intake Experience that adapts in real-time to the client's story.
Adaptive Branching Logic
Unlike static forms, the AI asks follow-up questions based on previous answers.
* *User*: "I was in a car accident."
* *AI*: "I'm sorry to hear that. Were you the driver or a passenger?"
* *AI*: "Was there a police report filed?"
Evidence Capture & Analysis
Users can upload photos of the accident or insurance cards directly from their phone. The AI extracts the data (OCR) and assesses claim viability instantly.
Instant Retainer Generation
For qualified cases, the system generates a custom retainer agreement on the spot, sends it for e-signature, and opens a new matter in the Case Management System (Clio/Filevine)—all before a human paralegal even logs in.
Schedule a free consultation to verify how this specific architecture applies to your workflow.
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