PROCESS
What We Do
We Audit Everything
We find where your cases stall: intake, treatment follow-up, document collection, CMS updates.
We Build Your AI Agents
Automations that handle status updates, record requests, scheduling, case monitoring, follow-ups.
We Run It. You See Results.
Your team stops doing manual admin. You see faster signed retainers and happier clients.
CAPABILITIES
Proven Automations for PI Firms
No new software required.
Intake & Lead Follow-Up
Instant SMS replies, automatic case evaluation, smart scheduling, and e-sign integration. Move leads from inquiry to signed retainer in minutes.
Client Status Updates
Automated responses to “what’s happening with my case?” Clients get instant status updates pulled from your case management system—without your team lifting a finger.
Document Collection & Follow-Up
Automated requests for medical records, police reports, insurance coverage, and authorizations. Smart reminders until received. Your team only steps in when something’s truly stuck.
Active Treatment Monitoring
Scheduled text check-ins asking if clients are still treating, which providers they’re seeing, and if they’ve added new doctors. Responses auto-update your system and flag cases ready for demand.
At-Risk Client Detection
AI monitors client communications for frustration signals—missed calls, repeated inquiries, negative tone. Get alerts when clients show dissatisfaction before they find another attorney.
Internal Data Syncing
Stop manually copying data between systems. Client info, case updates, and documents flow automatically between your CRM, case management, phone system, and communication tools.