Changing
- The product name: Case Compass → IntakeOS
- Page titles, docs, and in-app branding
- How we talk about the platform in market
A NOTE ON OUR NAME
Same platform.
Sharper name.
Case Compass' intake platform is now IntakeOS. Same product, same team, same login. What changed is the name on the door — and what that name makes room for.
WHAT'S CHANGING
What's changing.
What isn't.
Not changing
- Your login, your data, your workflows
- Your integrations and Clio sync
- Your pricing and your contract
- Your point of contact, your implementation team
- Case Compass. Still the company. Still here.
You don't need to do anything.
WHY INTAKEOS
The name was already
in the product.
For the last two years our own pages described the platform as your firm's Intake OS — the layer between marketing and case management. Customers repeated it back to us that way on calls. Prospects searched for it that way.
At some point the description was doing more work than the name. So we made it the name.
“Case Compass” told you we were in legal. It didn't tell you what the software actually does. IntakeOS does: it's the system your firm's front door runs on — intelligent intake across web, SMS and voice; Waypoint AI scoring; live transfer; e-signatures; referral tracking; MDL portfolio dashboards; attribution that closes the loop back to spend.
Not a chatbot. Not a form. An operating system for intake.
THE COMPANY
One company.
Three practices.
The other half of the reason: we stopped being one product.
Case Compass — the company behind all three.
Plaintiff firmsIntakeOS
Intake, qualification and conversion for high-volume plaintiff firms. Mass torts, MDL, class actions, workers' comp, consumer litigation.
Explore IntakeOS →HealthcareTorvanaBuilt for medical specialty practices.
Explore Torvana →Landlord-tenantDwellexCase management for landlord-tenant and eviction practices.
Explore Dwellex →When everything carried the same name, it wasn't obvious where intake ended and a practice-specific product began. Now it is. Each product is named for the firm it serves, and Case Compass is free to be what it actually is — the company behind all three.
FOR EVALUATORS
What this means if
you're evaluating us.
If you're a plaintiff firm, IntakeOS is the product. It sits between your marketing spend and your case management system, and it doesn't replace either one.
No rip and replace. Ever. Your CRM stays. Your case management stays. IntakeOS captures, qualifies and converts every lead before it reaches your team — then hands it off, scored, with the full transcript attached.
- 75% chat-to-client conversionStern & Cohen
- 70% increase in conversionsMcCune Law Group
- 90% reduction in case acquisition costsNationwide mass tort firm
FAQ
Quick answers.
No surprises.
Do I need to do anything?
No. No migration, no re-onboarding, no new login.
Is my pricing or contract changing?
No. Your agreement with Case Compass is unaffected — the entity you contracted with hasn't changed.
Is Case Compass going away?
No. Case Compass is the company. IntakeOS is its intake platform for plaintiff firms.
Does this affect Torvana or Dwellex?
No. Both are unchanged, and both continue under Case Compass.