Purpose-built AI intake automation for personal injury firms. Screen, qualify, and schedule PI leads instantly — with workflows trained on the exact qualification logic your best intake team uses.
Personal injury intake isn't like other legal intake. You need liability assessment — who was at fault, what evidence exists, what police reports say. You need medical history — current injuries, treatment received, pre-existing conditions, future care projections. You need insurance details — coverage types, policy limits, multiple carriers. You need SOL verification across every jurisdiction. And you need it all documented, organized, and qualified before an attorney spends a minute on it.
Most PI intake teams miss critical information in 20–30% of intake calls. They forget to ask about health insurance liens. They don't verify SOL for contributory negligence jurisdictions. They fail to capture all insurance policies. Every missed detail is either a case you shouldn't have signed — or a case you should have signed but will lose value on.
Liability, medical history, insurance, SOL — the complexity is why AI intake automation outperforms human intake for PI.
Not a generic chatbot with a legal skin. Our AI is purpose-trained on real PI intake conversations — understanding liability, medical context, insurance structures, and qualification logic.
Custom-built intake flows that mirror how your best intake specialists qualify cases — liability questions, injury assessment, damages evaluation, and SOL verification in the right sequence.
Automatically organizes injury details, treatment timeline, provider information, and future care projections into a structured chronology your attorneys can review in seconds.
Intelligently identifies and extracts insurance information — carrier, policy type, coverage limits, and policy numbers — across multiple policies and parties.
Evaluates liability clarity, contributing factors, evidence availability, and comparative/contributory negligence jurisdiction rules — flagging cases for attorney review.
Automatic statute of limitation checks across all applicable jurisdictions — with priority alerts for cases approaching deadlines.
Real-time visibility into intake volume, qualification rates, lead sources, conversion metrics, and revenue pipeline — all connected to your CRM.
Here's how our PI intake automation bridges every gap between first contact and signed case.
First Contact
Lead reaches out via web, phone, or SMS — AI responds instantly
Intake Screening
AI collects liability, injury, insurance, and SOL data
Qualification
AI applies your firm's criteria — thresholds, jurisdictions, case types
Consultation
Auto-scheduled with complete intake summary sent to attorney
Signed Retainer
Attorney walks in prepared — higher sign rate, faster cycle
Personal injury intake is uniquely complex because it requires gathering detailed information across multiple domains simultaneously: liability assessment, medical history and current injuries, insurance coverage details from multiple parties, statute of limitations deadlines, damage calculations, and pre-existing condition screening. Missing any of these elements can result in signing a case with poor recovery potential or rejecting a strong case. AI intake automation ensures every critical data point is captured consistently.
Our AI is trained specifically on PI qualification criteria including liability clarity, insurance coverage availability, injury severity indicators, statute of limitations compliance, and damages potential. It asks intelligent follow-up questions based on initial responses and presents qualified leads with a complete intake summary, reducing attorney review time from 15–20 minutes to under 2 minutes per lead.
Yes. When a lead provides insurance information, the system automatically identifies the carrier, policy type, and coverage limits. For medical information, the AI organizes injury details, treatment history, and provider information into a structured medical chronology. This eliminates manual data entry and ensures consistency across every intake.
Most PI firms go live within 7–10 days: analysis of your current intake workflow (1 day), configuration of PI-specific qualification flows (2–3 days), CRM and calendar integration (2–3 days), and testing with real PI intake scenarios (2–3 days). Expedited deployment is available for firms with urgent needs.
PI firms typically see immediate ROI. The average PI firm loses 25–35% of leads to intake failures. Our automation recovers 80%+ of those lost leads. For a firm handling 100 leads/month with $35K average case value and 25% sign rate, that's $175K–$245K in additional annual case value. The system pays for itself within 30 days.
Absolutely. We have specialized workflows for mass tort and complex PI cases. The system handles high-volume claimant intake, automatically screens against mass tort criteria, collects required documentation, and organizes claimant data for MDL filings. We've built systems for firms handling thousands of claimants across major mass tort litigations.
SOL screening is built into every PI intake flow. The AI captures the date of incident, identifies the applicable jurisdiction and its SOL rules, and flags cases approaching or past the deadline. Cases within safe timeframes are prioritized based on SOL urgency. Edge cases are immediately alerted to your team for human judgment.
Yes. During onboarding we work with your team to define your exact criteria: minimum damages, acceptable liability scenarios, insurance requirements, geographic limits, and case types to accept or reject. The AI is trained to apply your specific criteria to every lead — not generic PI templates.
See exactly how our PI intake automation would work for your firm — with your qualification criteria, your workflows, and your practice areas. 30 minutes could transform your intake process.