Stop losing signed cases to missed calls
Every call that hits voicemail is a case your competitor signs. CaseFlow AI answers, qualifies, and moves every lead toward a signed retainer — 24/7, in English and Spanish.
Live in under a week · No long-term contracts · Bilingual out of the box
Every missed call is a signed case walking away
Injury victims call the first three firms they find — and sign with the one that answers. If intake runs on voicemail, sticky notes, and paper forms, you're paying for leads your competitors sign.
Life without CaseFlow
- After-hours calls go to voicemail — and the caller dials the next firm on the list
- Spanish-speaking victims hang up when no one can take their intake
- Leads live in sticky notes, inboxes, and three different spreadsheets
- Retainers sit unsigned for days while the client goes shopping
- You have no idea which ad spend actually produces signed cases
Life with CaseFlow AI
- Every call answered instantly, 24/7 — captured, scored, and routed as a lead
- Full intake in English or Spanish, with bilingual follow-ups drafted automatically
- One pipeline where every lead, document, and deadline lives in plain sight
- E-sign retainers go out the same day and get chased until the ink is dry
- Source-level ROI reporting shows exactly where signed clients come from
From first call to case-ready in three steps
Your team stays in control while the system does the busywork.
Lead Arrives
A call, text, or web form lands in one inbox — captured, scored, and routed the moment it comes in.
Drake Builds the File
Your AI assistant runs the intake, drafts bilingual messages, and assembles the document checklist automatically.
Case Ready
A clean, litigation-ready file lands on the attorney's desk — retainer signed and nothing missing.
The numbers your bottom line will notice
Firms don't buy software — they buy signed cases. Here's what intake teams report after switching to CaseFlow AI.
Nights, weekends, holidays — the AI voice agent answers when your office can't.
Same-day e-sign retainers instead of days of phone tag and paper shuffling.
Fewer leads lost to voicemail, language gaps, and slow follow-up.
Every caller gets a full intake in English or Spanish — instantly.
Figures reflect results reported by early-access intake teams; individual firm results vary.
Six ways CaseFlow turns leads into signed clients
Not a grab bag of features — one system where every capability exists to get a retainer signed.
AI Case Builder
Drake runs the intake conversation, scores the lead, and drafts the file so your team reviews instead of retypes.
Bilingual by Default
Every intake, message, and confirmation works in English and Spanish — no translation step, no dropped clients.
Document Checklist
Case-type-specific checklists track police reports, medical records, and IDs so nothing is missing at signing.
Attorney Review Queue
Qualified leads route straight to an attorney for a clear accept, reject, or refer-out decision.
Retainers & E-Sign
Send, track, and follow up on retainer agreements through their full lifecycle until the ink is dry.
Reports & ROI
See conversion, speed-to-lead, and source ROI so you know exactly where your signed clients come from.
Every call answered. Every word captured.
From the first ring to a live handoff, here's what happens when someone calls your firm.
- 01
AI answers instantly, 24/7
No voicemail, no hold music. An AI voice agent greets the caller in English or Spanish and gathers the essentials — what happened, when, and how to reach them.
- 02
The conversation is transcribed in real time
Every word is captured as it's spoken, and the key facts — case type, injuries, insurance — are pulled out as structured data.
- 03
Everything lands in your CRM automatically
A lead is created, the full transcript is saved to the call log, and an AI summary and lead score are attached — before your team even picks up.
- 04
Qualified calls transfer to a live human
Real potential cases are warm-transferred to your in-house intake team, with the lead already on screen — so callers never repeat themselves.
Firms that stopped losing cases to voicemail
From managing partners to intake managers, here's what teams say after making the switch.
"We used to find out on Monday how many weekend callers we'd lost. Now every one of them is in the pipeline with a transcript and a score before I've had coffee. We signed 11 more cases in our first quarter — same ad spend."
"My reps used to spend half the day retyping notes and chasing paper retainers. CaseFlow does the busywork, so they spend the day talking to clients. Our speed-to-lead went from hours to minutes."
"Half our callers prefer Spanish. Before CaseFlow, those intakes depended on who happened to be in the office. Now every caller gets a full intake in their language, day or night — and it shows in our sign-up rate."
Built for firms that can't afford to get it wrong
English and Spanish on every call, form, and follow-up — no translation vendors, no dropped clients.
Role-based permissions, full audit trails, and encrypted client data on every case file.
Case-type intake forms, lien-network directories, and attorney review queues — not a generic CRM with a legal skin.
“What about…” — we've heard them all
The questions every firm owner asks before booking a demo.
How long does setup take?
Most firms are live in under a week. We import your existing leads, configure your case types and pipeline, and train your team — no IT project, no downtime.
Will it work with how we already run intake?
Yes. CaseFlow adapts to your pipeline and roles — reps, managers, attorneys, and case managers each get their own queue. Your process stays; the sticky notes go.
What about our Spanish-speaking clients?
They're first-class citizens. Every call, intake form, message, and follow-up works in Spanish out of the box — no bilingual staffing bottleneck.
What does it cost?
Plans are priced by monthly lead volume, not per seat, so your whole firm can log in without penalty. No setup fees, no long-term contracts — see the pricing page or ask us on the demo.
