Inbound & Outbound Intake
Unified intake for calls to your law firm or outbound intake as they are added to your legal CRM. The system automatically qualifies leads based on your criteria.
One system to run every step from intake through resolution. Automate your personal injury practice with the first true legal OS.
Stop juggling multiple tools. Centralize your entire legal workflow in one powerful operating system.
Unified intake for calls to your law firm or outbound intake as they are added to your legal CRM. The system automatically qualifies leads based on your criteria.
Send and track client signatures and HIPAA authorizations. Streamline the initial paperwork process effortlessly.
Collect police reports and provider records/bills with follow-up and retry handling. Never chase fax machines again.
Hi John, just checking in on your recovery.
Feeling better, thanks! PT is going well.
Automated check-ins (SMS/email/phone), with voice follow-up when needed. Keep clients informed and happy without manual work.
Living Demand Letter Generation re-generates letters as new facts come in.
Demand Quality Controls score drafts for fact coverage and narrative quality before attorney review.
Stop starting from scratch. As you work your case, Call To Case builds your demand letter in the background, sourcing facts directly from the records you collect.
New medical bill added? The damages section updates instantly.
Built-in logic checks ensure your narrative matches the timeline.
Based on the new MRI report from 10/12, we've updated the "Injuries" section to include "L4-L5 Herniation".
Invite your team, import active matters, and run intake-to-settlement operations in one accountable workflow.