Personal injury
Personal injury intake software that qualifies every case
Capture liability, treatment, and insurance details from the first interaction, automatically and consistently
The problems in personal injury
A missed lead could represent a million dollar case slipping away
Small intake breakdowns become major case risks.
Most issues come from volume and inconsistency. Calls, forms, and follow ups happen across many potential cases at once, which makes it easy for important steps to be missed.
Leads are not contacted fast enough
High value prospects often lose interest within hours when callbacks and follow ups are delayed or missed.
Information is spread across channels
Important details live in call notes, emails, and intake forms instead of one reliable system.
No visibility into where leads drop off
Firms often discover lost opportunities after the lead has already gone cold.
What modern PI intake requires
Modern personal injury intake requires four things at the same time
If any one of these are missing, cases are lost.
Immediate response
Consistent qualification
Constant availability
Retainer signed early
Existing solutions
Existing solutions fall short
Firms try to solve intake by hiring more staff or outsourcing to answering services. Each approach may improve coverage, but tradeoffs can be costly.
Inhouse Intake Specialist
- No round-the-clock coverage
- Expensive to hire and maintain
- High training and onboarding cost
- Inconsistent across team members
- Hard to scale with case volume
Answering Service
- Gets expensive as call volume grows
- Variable call quality
- Not tailored to your firm
- Inconsistent case qualification
- Limited follow-up capability
The solution
Personal injury AI receptionist
Strengthen your intake process with an AI intake receptionist that is available around the clock
Personal injury intake software
Intake software built around how personal injury cases qualify
General intake tools take a name and a number. Personal injury intake software has to capture liability, treatment and insurance on the first call, at any hour, and put it where your case team works.
PI-specific qualification
Asks how the accident happened, who was at fault, what injuries and treatment followed, which insurers are involved and when it happened, then applies your firm’s rules to decide whether the case qualifies.
After-hours calls
Accident victims call at night and on weekends. Every call is answered with the same intake as business hours, and qualified callers are booked or live-transferred to your on-call team.
Synced to your CMS
The intake, transcript and summary are written into Filevine, Lead Docket, Clio and the other systems PI firms run, so case managers start from a complete record with no manual entry.
How it works
Personal injury intake done correctly
The steps needed to run an elite intake operation for PI
Step 01
Immediate contact
Any website form or ad submission triggers immediate outreach from your AI assistant, engaging prospective clients right away and reducing drop-off before attorney review.
Step 02
Outbound follow-up
Prospective clients are contacted consistently across voice, text, and email until documentation or next steps are secured.
Step 03
Treatment tracking
Clients are followed to ensure treatment begins and continues, helping protect the value of viable cases.
Step 04
Call routing & live transfer
Calls and inquiries are directed to the appropriate case manager or team member automatically, reducing friction and response time.
Stop missing out on PI cases
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