personal injury

Personal Injury Pack

Intake-heavy automation for PI firms: inbound lead triage, conflict checks, retainer conversion, and follow-up. Tuned for high-volume contingency practices.

What you'll get

Inbound lead triage with auto-qualification
Live conflict check before any retainer
Outbound follow-up cadence on cold leads
5x faster lead-to-retainer conversion

Included agents (7)

Lead Intake Agent

Automatically captures and qualifies new leads from your intake forms, gathering essential case details and routing them appropriately.

Lead Response Agent

Responds to new leads within minutes with personalized, practice-area-specific messages that qualify interest and schedule consultations.

Qualification Screener

Pre-qualifies leads based on practice area criteria, conflict checks, and case viability assessment before consultation.

Conflict Check Assistant

Performs preliminary conflict checks against firm database and flags potential issues for attorney review.

Retainer Sender Agent

Generates and sends engagement letters and retainer agreements after consultation with electronic signature integration.

Retainer Follow-up Agent

Follows up on unsigned retainer agreements with gentle reminders and addresses common concerns.

No-Show Recovery Agent

Automatically reaches out to clients who miss consultations with empathetic messaging and easy rescheduling options.

Recommended integrations

twilio
Inbound + outbound voice for new-claimant calls.
Required
google-calendar
Sync intake consultations.
Optional
stripe
Retainer collection.
Required

ABA rule overrides

On install, these defaults are applied to your account -- but only for rules you haven't customized yourself. We never clobber explicit attorney configuration.

Rule 1.6default
PI clients share medical and financial PII -- keep Rule 1.6 at default block severity.
Rule 7.3default
Live solicitation rules apply to PI; do not relax.

Install this pack

Install in dashboard