The most complex intake in legal — now fully automated. Our AI screens liability, extracts insurance data, builds medical chronologies, checks statutes of limitations, and routes qualified PI leads to the right attorney in under 60 seconds.
Personal injury intake isn't just answering a phone. It requires screening across liability, medical history, insurance coverage, and jurisdiction — and getting any of it wrong means signing a case you can't win. Here's why PI firms need specialized intake automation.
Liability isn't always obvious. A car accident might look like a clear rear-end collision — until you learn the client was partially in an intersection on a yellow light. PI intake must screen liability across dozens of accident types: auto, trucking, slip and fall, premises, workplace, product liability, and medical malpractice. Each requires different questions and different liability frameworks. Missing a liability red flag at intake means investing months in a case you'll ultimately drop — or worse, lose at trial.
Medical chronology is the foundation of case value. PI case value hinges on medical damages — but building a medical chronology is tedious, time-consuming work. Your intake team needs to capture: date of first treatment, all treating providers, diagnoses, procedures, current treatment status, pre-existing conditions, and any treatment gaps. Missing a key medical detail at intake means undervaluing the case at settlement or surprising your attorney at deposition when prior injuries surface.
Insurance data extraction is a puzzle. PI intake requires capturing multiple layers of insurance: the at-fault party's liability coverage, their own UM/UIM coverage, PIP or MedPay, health insurance with subrogation potential, and sometimes multiple policies across multiple parties. Every missed policy is money left on the table. And every intake coordinator interprets insurance information differently — creating inconsistency in how cases are evaluated.
Statute of limitations errors destroy case value. Personal injury SOLs vary by state, claim type, and against whom the claim is filed (government entity SOLs are often shorter). A PI intake coordinator who doesn't flag a claim 30 days from SOL expiration just cost your firm a case. And in the rush of high-volume intake, these checks get missed — with catastrophic consequences when they do.
Not a generic legal intake tool adapted for PI. Our AI was built from the ground up for the complexity of personal injury screening — trained on thousands of real PI intake interactions across every case type.
Every PI case type gets its own intake flow. Car accident flows ask about police reports, fault determination, injury severity, vehicle damage, and insurance exchange. Slip and fall flows screen for notice, dangerous condition, and comparative negligence. Medical malpractice flows ask about the procedure, complication, subsequent treatment, and expert review status. The AI dynamically adapts questions based on the accident type — never asking irrelevant questions that frustrate potential clients.
The AI systematically captures all relevant insurance data: at-fault carrier, policy limits (when known), claim number, adjuster contact, client's PIP/MedPay coverage, UM/UIM limits, health insurance with subrogation flags, and additional applicable policies. It structures this data in your CRM for immediate attorney review and can automatically flag policy limit issues — like minimum-limits policies on catastrophic injury cases — that require early strategic decisions.
The AI systematically captures treatment timeline data during intake: date and type of first medical attention, all treating providers and facilities, diagnoses received, treatments undergone (ER, hospitalization, surgery, physical therapy, chiropractic, specialist consults), current treatment status, future treatment plans, and any treatment gaps. This creates a structured preliminary medical chronology that your paralegals can review and expand — saving 3–5 hours of manual chronology building per case file and ensuring consistency across every intake.
The AI applies your firm's liability criteria to every PI lead. For auto accidents: fault determination, police citations, witness availability, and accident reconstruction indicators. For premises cases: notice, dangerous condition, invitee/licensee/trespasser status, and incident report availability. The AI doesn't make legal conclusions — it highlights the facts your attorneys need to evaluate liability, flags potential problem cases early, and scores leads so senior attorneys review the most promising cases first.
Every intake automatically checks the injury date against the applicable SOL for the claim type and jurisdiction. Cases approaching SOL deadlines are immediately flagged and escalated to attorney review. For multi-state firms, the system applies the correct state-specific SOL based on where the incident occurred. This alone has prevented dozens of SOL losses at firms where manual intake previously missed approaching deadlines.
Every feature is designed around the unique demands of personal injury intake. No generic templates, no one-size-fits-all forms.
Custom intake flows for every PI case type — auto accidents, slip and fall, medical malpractice, product liability, wrongful death, and more. Each flow asks the right questions in the right order, capturing everything your attorneys need to evaluate case quality before the first consultation.
Structured capture of treatment timeline — first visit, all providers, diagnoses, procedures, current status, future plans, and gaps. Creates a preliminary chronology your paralegals review instead of building from scratch. Consistent across every intake, every time.
Systematic capture of all insurance layers — liability, UM/UIM, PIP, MedPay, health with subrogation. Flags policy limit issues and missing coverage. Structures data for immediate attorney review and damages calculation.
Applies your firm's liability criteria to every lead. Screens for fault, comparative negligence, notice, and dangerous condition. Scores cases so attorneys prioritize the strongest claims first. Flags potential problem cases before you invest in them.
Automatic statute of limitations checking during intake. Applies correct state-specific SOLs based on incident location. Immediate escalation for cases approaching deadlines. Zero SOL losses due to intake oversight.
Integrates with medical record retrieval services and can flag discrepancies between client-reported treatment and documented records. Structured data export for demand package preparation and settlement evaluation.
Car, truck, motorcycle, pedestrian, bicycle — each with specific liability, insurance, and damage assessment flows. Police report capture, fault determination, injury documentation, and multi-vehicle complexity handling. Our AI has processed over 15,000 motor vehicle accident intakes and knows exactly what information drives case value.
Notice requirements, dangerous condition documentation, incident report capture, invitee/licensee/trespasser status screening, and property owner identification. The AI automatically adjusts questions based on accident location — grocery store, apartment complex, workplace, public sidewalk — because premises liability law varies dramatically by location type.
Procedure type and date, complication description, subsequent treatment, second opinions, and expert review requirements. The AI screens for the complex causation questions that distinguish viable med mal claims from bad outcomes — saving your attorneys from reviewing cases that won't survive summary judgment.
Workers' compensation claim status, employer reporting, third-party liability potential, and subrogation considerations. The AI identifies when a workplace injury may involve a viable third-party claim beyond workers' comp — cases that manual intake screens frequently miss.
Automated medical chronology, insurance data extraction, and liability screening save 3–5 hours of paralegal and intake coordinator time per case file. At 50 new PI cases per month, that's 150–250 hours recovered — the equivalent of a full-time employee.
By capturing and responding to every PI inquiry within 60 seconds — including after-hours and weekend calls — our clients see an average 40% increase in qualified PI leads entering their pipeline. More leads captured means more cases signed.
Automatic SOL checking on every intake eliminates the risk of signing a case that's already time-barred or about to expire. For firms handling 500+ PI intakes per month, this alone prevents catastrophic case losses that manual screening inevitably misses.
Our PI intake automation uses structured questioning to assess liability. The AI asks about accident type, fault determination, police report availability, witness information, and whether the other party was cited. For auto accidents, it determines if this is a clear-liability case or if comparative negligence may apply. This initial liability screen helps your attorneys prioritize high-value, clear-liability cases while flagging complex liability scenarios for senior review. The AI doesn't make legal determinations — it applies the screening criteria your firm has established.
Yes. The AI is trained to capture and structure insurance information during intake: at-fault party's carrier, policy limits (if known), claim number, adjuster contact, client's PIP/MedPay coverage, UM/UIM, and health insurance with subrogation flags. It can also extract relevant data from uploaded insurance documents, police reports, and medical records using OCR and NLP technology, automatically populating the intake record in your CRM.
The AI systematically collects: date of first treatment, treating providers and facilities, diagnoses, treatment types, current treatment status, and any gaps. This creates a preliminary medical chronology that your paralegals can build upon — saving 3–5 hours per case file. The system can also integrate with medical record retrieval services and flag discrepancies between client-reported and documented records.
Yes. The system captures the date of injury and automatically checks it against the applicable statute of limitations for the jurisdiction and claim type. If the SOL is approaching or has passed, the system immediately flags the case and alerts the assigned attorney. For multi-jurisdiction firms, the system applies the correct state-specific SOL based on where the accident occurred.
PI intake is significantly more complex than general legal intake. Our system handles liability assessment across multiple accident types, multi-layer insurance data extraction, medical treatment chronology, SOL tracking, liens and subrogation identification, and pre-existing condition screening. A general intake system doesn't systematically extract the structured data PI attorneys need to evaluate case value and make retention decisions. Our PI intake automation was built specifically for personal injury workflows.
Motor vehicle accidents (car, truck, motorcycle, pedestrian, bicycle), slip and fall / premises liability, workplace injuries, medical malpractice, product liability, wrongful death, nursing home abuse, and dog bites. Each case type has its own configured intake flow with type-specific questions and liability frameworks.
See how our PI-specific AI screens liability, extracts insurance data, builds medical chronologies, and routes qualified leads to the right attorney — in under 60 seconds, 24/7.
Tell us about your PI practice and we'll configure a custom demo with intake flows matched to your case types.
