Not all leads are equal, and the Triage App helps your firm focus on the ones that matter most. This tool collects key client data through short forms and uses automated scoring to categorize leads into low, medium, or high priority, ensuring your team focuses on the most promising cases first.

• Automated Lead Scoring: Prioritizes leads based on case potential.
• Website Integration: Embed directly into your firm’s website for easy client access.
• Scheduling Integration: Connects with tools like Calendly to allow clients to self-schedule consultations.

A law firm’s intake process sets the foundation for a successful case. Our Intake Software offers a highly customizable system that makes lead tracking, data collection, and case management more efficient.

• Custom Question Sets: Tailor intake forms with conditional logic to gather key details.
• Lead Dashboard: Manage, assign, and track cases with an intuitive interface.
• Automated Messaging: Send and receive texts and emails directly within the platform.
• Document Management: Easily upload and store attachments in each lead’s file.
• Referral Tracking: Seamlessly refer and track leads sent to other law firms.

Finding the right clients is essential for case success. People Locator allows law firms to identify and connect with potential plaintiffs, witnesses, or clients based on employer, job title, industry, and location.

• Search by Employer: Locate employees of specific companies for class action cases.
• Custom Filters: Include or exclude job titles, refine by state, and require specific data points (email, address, etc.).
• Contact Information Lookup: Quickly find phone numbers, emails, and addresses.
• Easy Data Export: Export results into CSV files for seamless outreach.

Leverage AI-powered analytics to gain real-time legal insights and improve case strategy. Predictive Analytics uses legal data to evaluate case value, predict outcomes, and provide strategic recommendations.

• Case Valuation: Assess expected case value based on intake data.
• Judge Insights: Track judicial tendencies and motion success rates.
• Legal Trend Analysis: Gain insights into case outcomes based on jurisdiction and case type.