The complete intake platform for injury firms
From the first phone call to a signed retainer, every step of intake is covered — and supercharged with AI.
A 9-stage pipeline that never loses a lead
Every prospect flows through a clear, consistent pipeline from first contact to signed client. See exactly where each case stands, who owns it, and what happens next.
- Priority, source, and assigned rep on every lead
- AI lead scoring to focus on the strongest cases
- Full status history and audit trail
Purpose-built intake for 7 case types
Stop forcing every matter into a generic form. CaseFlow AI adapts intake to the specifics of each case type so your team captures exactly what attorneys need.
- Tailored fields for each practice area
- Save as draft and complete over multiple calls
- Structured data that powers AI summaries
A dedicated review queue with clear decisions
Qualified leads land in an attorney review queue with everything needed to decide. Attorneys record a decision in one click — no email threads, no lost context.
- Complete case context in a single view
- Structured decisions with optional notes
- Automatic routing back to the intake team
Track retainers through their full lifecycle
Send retainer agreements, know the moment they're viewed and signed, and follow up automatically on the ones that stall — so more leads become clients.
- Status tracking from sent to signed
- Follow-up tasks for stalled retainers
- Handle corrections and declines gracefully
Every document, organized by category
Collect and organize the paperwork each case needs. From driver's licenses to medical records, everything lives on the lead — categorized and easy to find.
- Categorized document storage per case
- Quickly spot what's still missing
- Ready for a clean attorney handoff
Every call and text on the record
Log inbound and outbound calls and SMS directly on the lead, with outcomes, duration, and notes. Your team always knows the last touch and the next step.
- Inbound and outbound call logging with outcomes
- SMS history tied to each lead
- Response-time visibility across the team
Follow-ups that never fall through the cracks
Turn every promise into a task. Assign follow-ups, schedule consultations, and request documents with due dates and priorities the whole team can see.
- Assign and prioritize tasks across the team
- Due dates that keep leads moving
- Task types for calls, docs, and consultations
AI that does the busywork of intake
CaseFlow AI's assistant handles the writing, summarizing, and scoring so your team can focus on the human side of intake — talking to clients and signing cases.
- Summarize a case in seconds from all intake data
- Generate polished intake notes from raw details
- Translate intake conversations into the client's language
- Draft personalized follow-up messages that get replies
- Find missing documents needed to move a case forward
- Produce a concise attorney-review summary for fast decisions
- Create a clean case-handoff summary for case managers
- Score each lead so your team works the best cases first
Multi-tenant with role-based access control
Every firm's data is fully isolated, and role-based permissions ensure each team member sees exactly what they should — from intake reps to firm admins.
- Complete data isolation between firms
- Six built-in roles with scoped permissions
- Platform-level oversight for owners
See it on your own leads
Book a walkthrough and we'll show you how CaseFlow AI fits your firm's intake process.