Defense Firms · Subrogation
AI intake and reception built for subrogation firms
Recovery files come in volume and move on paperwork and phone calls. Reflekt Legal takes new referrals from your carrier clients, answers adverse carriers and tortfeasors around the clock, and puts every call into the right file.
The Problem
Recovery is a volume business run over the phone
A subrogation practice lives on many small and mid-sized files from a few carrier clients. The margin is in handling each one efficiently, and the phone is where efficiency is lost.
Referrals arrive in batches
Carrier subrogation units send files as they close the first-party claim, sometimes dozens at once. Each needs the same facts captured the same way before it can be worked.
Adverse carriers and tortfeasors call about many files
An adverse adjuster returning a call on a demand, an unrepresented driver who received a letter, a body shop asking about a lien: every call must be matched to the right file quickly or it becomes a message someone chases.
Carrier clients measure recovery per file, including your time
The client sees the net. Attorney and paralegal time spent taking routine calls comes out of the same recovery the client is paying you to maximize.
Captured at Intake
What's captured on a new recovery referral
The AI receptionist follows your firm's referral script and records the facts a recovery attorney needs to evaluate and open the file.
Client carrier and referral
Carrier, subrogation adjuster and contact, claim number, the insured, and the line of coverage under which the loss was paid.
The loss and the tortfeasor
Date and type of loss (auto, property, product, workers' compensation lien), the responsible party, and the adverse carrier and claim number if known.
Amounts and deadlines
Amount paid and reserved, deductible to be recovered, whether a demand has already been sent, and the limitations date the client has calculated.
Parties for the conflict check
The tortfeasor, adverse carrier, insured, and any co-defendants, so a conflict check can run before the file is accepted.
How It Works
How a subrogation firm's calls are handled
Carrier clients, adverse carriers, tortfeasors, and repair shops each get the treatment your firm defines. The receptionist identifies the caller, finds the file, and follows the path.
Step 1
Answer every caller, matched to the file
Adverse adjusters, tortfeasors, repair shops, and carrier clients reach a professional answer at any hour, and the receptionist collects the claim or file number so the call lands in the right matter.
See After-Hours AnsweringStep 2
Screen conflicts on every referral
The tortfeasor, adverse carrier, and insured are checked against your conflict rules before the file opens. In a practice that represents several carriers, this is where a problem surfaces.
See Conflict & Jurisdiction ScreeningStep 3
Route to the handling attorney
Adverse carriers go to the negotiator on the file. Unrepresented tortfeasors are handled the way your firm instructs. Carrier clients reach their relationship contact.
See Call Routing & Live TransferStep 4
Write the summary into the matter
Every call ends as a structured summary in your case management system, keyed to the file, so the negotiator sees the adverse adjuster's position without a voicemail.
See Call Summaries & CRM SyncMore Defense Practices
The same call discipline across every defense practice
Every defense practice shares the same needs: acknowledge the assignment, screen the conflict, reach the handling attorney, and record the call in the file.
Subrogation reception and intake questions, answered
Can it take a batch of new referrals from a carrier?
How does it handle an unrepresented tortfeasor who received a demand letter?
Does it help with follow-up on open recovery files?
Which case management systems does it write into?
Looking at the bigger picture? See every practice area Reflekt Legal supports.
Every referral captured the same way. Every adverse call in the right file.
Book a Demo© 2026 Reflekt Legal. All rights reserved.