Industries/Personal injury law
Personal injury law AI intake

Injured people don’t leave voicemails. They call the next firm.

Personal injury law AI intake that answers every call on the first ring, screens for case fit, collects the details, and books the consult — before the caller dials the next name on the list.

A week with the agent on

Sat 9:40pmRear-end collision call answered on the first ring, screened against your case criteria, consult booked for Monday
Mon 10:00amRetainer and intake packet sent for e-signature the moment the consult ends; signed by noon
Wed 2:30pmRecords request follow-up goes to the provider automatically — the third nudge nobody on staff had to remember
Fri 11:00amTreatment check-in texts go to active clients; two respond with updates that land in the case file
What we take over

Personal injury intake automation — and the follow-through after the signature

Every PI firm knows intake math: cases are won or lost in the first phone call. But the operational bleed doesn’t stop at signing — records requests, treatment updates, and client communication eat paralegal hours for the life of every case.

01

Every call answered on the first ring.

24/7, including the Saturday-night collision call — screened against your case criteria (liability, injury, treatment, statute), details collected, consult booked before the caller hangs up.

02

Signed before the momentum fades.

Retainers and intake packets sent for e-signature the moment a consult qualifies — with automatic follow-up until they’re back. Qualified callers stop evaporating between ‘yes’ and paperwork.

03

Records and providers, chased automatically.

Medical records requests tracked and nudged on schedule — the follow-up work that silently adds months to case timelines, done without a paralegal’s Friday afternoon.

04

Clients kept close.

Treatment check-ins and status updates on a cadence, so clients feel represented — and the ‘what’s happening with my case’ calls stop stacking up.

Where to start

Intake, automated. One flat fee.

The most expensive leak in a PI practice, closed: from “phone rings” to “retainer signed” — every call, every hour, screened your way. Flat fee, live in about 30 days, month-to-month after.

Intake is where we start in PI law — one piece of how an AI operations partner for service businesses runs the whole practice.

Flat fee — no meters, no per-call billing
Live and working in about 30 days
Wired into your case management platform
Maintained by us afterward — month-to-month, no lock-in
Personal injury intake automation, defined

Personal injury intake automation answers every inbound call immediately, screens callers against the firm’s case-acceptance criteria, collects incident and treatment details, books the consultation, and routes retainer paperwork for e-signature — then continues post-signing with automated records-request follow-up and client treatment check-ins.

Common questions

Asked by managing partners, answered straight

More answers on the full FAQ page →

Yes — it runs your criteria, not generic ones: accident type, liability indicators, injury severity, treatment status, statute window. Marginal calls route to a human reviewer with the full transcript attached.
The system is built around your jurisdiction’s advertising and communication rules, with your review of every script before go-live — and attorney review steps wherever you require them.
We build inside your existing stack — Clio, Filevine, Litify, MyCase, and similar — so intakes, documents, and updates land in the case file automatically.
One flat fee for the build, one flat monthly retainer to run and improve it — no per-intake charges. Exact numbers after a short call about your call volume.

What did the last missed Saturday call cost you?

Fifteen minutes, and it’s your phone that answers.

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