How We Handle Your Intake

Three ways to never miss another lead. Choose the plan that fits your firm.

Pay a refundable deposit, then only pay for what you use.

Human Agents

Live intake specialists, always available

Our trained team answers every call, qualifies leads, and signs retainers on your behalf. Real people who know your practice areas, available around the clock.

Usage Rate

$2.00 – $2.75/min

Retainer Fee

$249 – $299/retainer

Refundable Deposit

$500 – $5,000

Features

24/7

Round-the-clock availability

Never miss a lead, day or night

Team

Dedicated intake team

Agents trained specifically on your firm

Sign

Retainer signing

We sign retainers on your behalf during the call

ES/EN

Bilingual agents

English and Spanish-speaking agents available

Lead qualification

Screen out non-cases before they reach your desk

CRM

CRM integration

Leads pushed directly to your case management system

How It Works

Choose your tier and complete onboarding in under 10 minutes

We Train

Our team studies your practice areas, intake criteria, and scripts

Forward Calls

Route your intake line to us — we handle every call as your firm

Get Cases

Qualified leads and signed retainers delivered to your dashboard

View detailed pricing →

AI Agents

Always on. Never misses a call.

A dedicated AI intake agent trained on your firm answers every call, qualifies leads, and sends retainers for e-signature. Provisioned instantly with a dedicated 800 number.

Usage Rate

$0.59 – $0.99/min

Retainer Fee

$75 – $125/retainer

Refundable Deposit

$500 – $5,000

Features

Dedicated AI agent

Custom-trained voice agent for your firm

800

Dedicated 800 number

Your own phone number, provisioned instantly

24/7

Always available

Handles calls 24/7/365 with zero wait time

E-Sign

Retainer e-signing

Sends retainers via text/email during the call

Voice

Custom personality

Tune the agent's voice, tone, and conversation style

Lang

Multilingual

Handles calls in multiple languages automatically

How It Works

Create your account and choose AI Agent plan

Configure

We scan your website and configure your AI agent automatically

Get Your Number

Receive a dedicated 800 number in minutes

Go Live

Your AI agent starts handling calls immediately

View detailed pricing →

Hybrid

AI first, human backup — the best of both

AI handles routine intake calls at AI rates. Complex or high-value cases automatically transfer to a live human agent who closes the retainer. One bill, maximum coverage.

Usage Rate

From $0.59/min (AI) + $2.00/min (Human)

Retainer Fee

From $75/retainer

Refundable Deposit

$500 – $5,000

Features

AI+H

Best of both worlds

AI speed with human judgment when it matters

Hand

Seamless handoff

Callers don't notice the transition from AI to human

Bill

Single billing

One consolidated invoice — AI rates for AI, human rates for escalation

Save

Cost optimized

Most calls resolved by AI at lower rates

Route

Smart routing

Route by case type, time of day, or source

Scale

Infinite scale

AI handles volume spikes, humans handle complexity

How It Works

Choose Hybrid and set your escalation preferences

Configure Rules

Define when AI should handle vs. escalate to human

Go Live

AI answers every call, escalates per your rules

Optimize

Review analytics and refine your escalation rules over time

View detailed pricing →

More Tools for Your Firm

Add-on products that extend your intake platform with case management and AI-powered insights.

Case AI

Coming Soon

AI-powered case management

Track every case from intake to resolution. Auto-import contacts from HubSpot, monitor lifecycle progress, and give injured parties their own portal to check status and upload documents. Built for firms that want full visibility without manual data entry.

Track

Case lifecycle tracking

See every case's status from intake through resolution

Sync

HubSpot auto-import

Contacts and case data sync automatically from HubSpot

Portal

Injured party portal

Clients check their own case status and upload documents

AI-powered insights

Severity classification, timeline predictions, and risk flags

Notify

Smart notifications

Get alerted when cases stall, deadlines approach, or status changes

Docs

Document management

Centralized storage for retainers, medical records, and correspondence

Case AI Pro — Plaintiff Litigation Suite

Coming Soon

Draft demands, chronologies, discovery, and motions in minutes

Purpose-built drafting + analysis tools for plaintiff firms. Generate medical chronologies, demand letters, discovery, and motion responses from your case files — all in your firm's voice. Ships as expansions to Case AI; no additional onboarding required.

Med

Medical Chronology

Upload records → structured timeline of providers, diagnoses, treatment, and billed damages

Dem

Demand Letter Studio

Firm-style drafts built from intake + chronology; attorney reviews, edits, sends

Aud

Case Auditor

Nightly scan of every open file for TBI language, mass-tort eligibility, missed bills, SOL risk

Disc

Discovery Studio

Auto-generate Rogs + RFPs by case type; parse opposing discovery into objections + responses

Depo

Deposition Intelligence

Transcript in → summary, key admissions, inconsistencies, impeachment quotes out

Mot

Motion Drafts

Opposing motion + docket in → first-pass response brief with citations, ready for attorney edit

Style

Firm Style Training

AI learns your attorneys' voice from prior drafts — every output sounds like your firm

Sec

Firm-isolated data

Never used to train shared models; SOC2 + HIPAA roadmap

Client Slack Bot

Coming Soon

Your firm's AI assistant, right in Slack

An AI assistant that lives in your firm's Slack workspace. Ask about lead counts, billing status, case progress, and more — scoped to your firm's data only. No logins, no dashboards, just answers.

Chat

Natural language queries

Ask questions in plain English, get instant answers

Scope

Firm-scoped data

Only sees your firm's leads, cases, and billing — fully isolated

Leads

Lead counts on demand

"How many leads came in today?" — answered instantly

Bill

Billing status

Check your balance, retainer usage, and recent charges

Cases

Case status queries

Look up any case by name, status, or date range

Alert

Proactive alerts

Get notified in Slack when important events happen

No monthly platform fees · Refundable deposit · Pay only for usage · 30-day cancellation notice

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