Personal injury intake for plaintiff firms
Personal injury intake software for a plaintiff firm has to do more than take a message. AutoCounsel answers the PI call, qualifies the matter against the firm’s checklist, and can start the file in your CMS before the caller hangs up.
Point tools make a first draft faster. They do not open the claim, chase the clinic, watch PIP, or remember that this caller already signed last Tuesday.
AutoCounsel covers the work that consumes a PI desk: the first conversation, claims and letters, records chase, treatment picture, and the demand the firm is willing to put its name on. That “someone” can be a person, an agent, or both.
The same framework can run at 0% automation (the file, tasks, and people only) or at 70% or more, with agents carrying the desk and people signing off where it matters. The file stays one file. The attorney stays in control.
- Answers, qualifies, and can send a retainer before the caller hangs up
- Opens PIP and BI, sends letters of representation, and confirms coverage
- Chases medical records by portal, fax, email, and phone until they arrive
- Turns the file into chronology, damages, exhibits, and an attorney-ready demand
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