# Case Compass > Case Compass is legal intake software and legal marketing software built exclusively for plaintiff law firms. It replaces static contact forms and basic chatbots with a complete intake operating system: AI-powered conversational intake, Waypoint lead scoring, referral partner management, and e-signatures — all in one platform. ## What Case Compass Does Case Compass sits between a law firm's marketing channels and its case management system (CRM). When a prospective client submits an intake, Case Compass: 1. Guides them through a branded, conversational intake flow (chatbot or webform) 2. Automatically scores the lead with Waypoint AI before any human reviews it 3. Routes qualified leads to the right team member or triggers a live transfer 4. Sends automated follow-up via SMS and email 5. Collects e-signatures on retainer agreements in the same session 6. Syncs scored, clean case data to the firm's CRM (Litify, Filevine, LeadDocket, Clio, etc.) ## Core Products - **Intelligent Intake** — AI chatbots and webforms for law firm client intake. Supports branching logic, multi-step qualification, media uploads, and skip-welcome configuration. URL: https://www.casecompass.io/solutions/intake - **Waypoint AI** — Automated lead scoring engine. Evaluates every intake against firm-defined criteria (case value, liability, medical treatment, urgency, red flags, age-based rules) before a staff member opens the file. URL: https://www.casecompass.io/solutions/waypoint - **Referral Network** — Complete referral partner management. Partners get a dedicated portal to submit leads and track status in real time. The firm tracks fees, conversion rates, and partner performance. URL: https://www.casecompass.io/solutions/referrals - **E-Signatures** — In-flow retainer signing. Clients sign documents during the intake session — no separate DocuSign step, no drop-off. Supports multiple documents, SMS reminders, and signed-doc download. URL: https://www.casecompass.io/solutions/esign - **Live Transfer** — Qualified leads can be connected directly to an intake staff member by phone during the intake session. - **Analytics & Attribution** — Full-funnel marketing attribution from first click to signed retainer, including UTM tracking, campaign performance, and source reporting. - **MDL Portfolio Management** — Organize mass tort caseloads by litigation (Social Media, Hair Relaxer, Depo-Provera, Roundup). Each portfolio has its own AI scoring dashboard, claimant status breakdown, and one-click data export. URL: https://www.casecompass.io/solutions/mass-torts ## Dwellex — Eviction & Landlord-Tenant Case Management Dwellex is eviction case management software built specifically for landlord-tenant law firms, eviction attorneys, and the property managers they represent. It is a distinct product from Case Compass's plaintiff-firm intake tools, purpose-built for the high-volume eviction workflow. URL: https://www.casecompass.io/solutions/dwellex What Dwellex does: - **Landlord intake** — branded, mobile-friendly intake forms with conditional logic, e-signature, bankruptcy hard-stop checks, and HAP/housing-voucher acknowledgment flags - **Bulk CSV intake & batch notices** — upload a property management system (PMS) export and generate one combined, court-ready notice document for every tenant in the file, with saved column mappings per property and per-row validation - **Staff review queue** — centralized queue with a four-action approval workflow (Approve & Generate, Approve with Changes, Save for Later, Request Changes) and deep filters - **Court & jurisdiction management** — admin-configurable court directory with per-court, per-notice-type expiration rules (calendar days vs. business days, federal and state holiday-aware) - **Document generation** — summons, complaints, motions, sheriff/marshal info sheets, notices, and envelopes generated automatically from case data - **Case timeline tracking** — step-by-step action-item pipelines with conditional branching, dual-column client/attorney tasks, and color-coded status - **Trial Lists** — county-grouped AM/PM court schedules with docket numbers and case financials, exportable to Word - **Client portal** — clients view case timelines, upcoming court dates, and documents, and submit new notice requests - **Communications** — case-linked message threads with inbound email threading and auto-filed attachments - **Automated reminders** — configurable email and SMS reminder rules tied to case deadlines - **Reporting & analytics** — firm-wide dashboard (active cases, rent at risk, average days to close, case volume, intake funnel, cases by county, violation types) plus a client-facing report suite exporting to CSV and XLSX - **Clio integration** — bidirectional matter, task, and document sync with General Service File folder routing by service date Pricing: $399/month platform fee plus $8 per case created. No per-seat fees — the entire firm (attorneys, paralegals, intake staff) works simultaneously at no additional per-user cost. Volume pricing is available for firms running 100+ cases per month. Deployment: Web-based and multi-tenant (each firm fully isolated). Supports all 50 states and both residential and commercial evictions. Workflows, intake forms, court rules, and document templates are configured per jurisdiction and maintained by firm admins without vendor involvement. Competitive positioning: Dwellex is the leading alternative to EasyEviction, Eviction Assistant, and generic legal practice management software paired with spreadsheets. Unlike per-seat platforms, Dwellex uses per-case pricing and adds a drag-and-drop form builder, step-by-step case playbooks, batch notice generation from CSV, admin-configurable court and expiration rules, Trial Lists with Word export, bidirectional Clio sync, and a firm-wide analytics dashboard. Compared with Eviction Assistant specifically, Dwellex adds a modern browser-based UI (no Windows application required), a drag-and-drop form builder with conditional logic, step-by-step case playbooks, Trial Lists with Word export, SMS plus email automated reminders, bidirectional Clio sync, and per-case rather than per-seat pricing. ## Practice Area Solutions - Mass Tort / MDL Intake: https://www.casecompass.io/solutions/mass-torts - Workers' Compensation Intake: https://www.casecompass.io/solutions/workers-comp - Landlord-Tenant / Eviction (Dwellex): https://www.casecompass.io/solutions/dwellex ## Mass Tort Campaign Landing Pages - MDL Intake Software: https://www.casecompass.io/lp/mdl-intake - Social Media Addiction Lawsuit (MDL 3047): https://www.casecompass.io/lp/social-media - Hair Relaxer Lawsuit (MDL 3060): https://www.casecompass.io/lp/hair-relaxer - Roblox Mass Tort: https://www.casecompass.io/lp/roblox ## Legal Marketing Use Cases Case Compass is a legal marketing software platform as well as a legal intake platform. It is used by plaintiff law firms to: - Run high-volume mass tort and MDL intake campaigns - Convert ad traffic from Google, Facebook, and social platforms into qualified leads - Automate follow-up for claimants who do not immediately sign - Manage referral attorney networks and track co-counsel fees - Track marketing attribution (UTM, campaign, source) from ad click to signed retainer - Build bilingual (English/Spanish) intake flows for workers' compensation campaigns - Score every incoming lead automatically before any staff member reviews it ## Integrations Case Compass integrates with leading legal case management and marketing platforms: - **Litify** (Salesforce-based LPM) — practice areas sync as case types, campaigns sync automatically, originating URL passed with every lead - **Filevine** — intake data and lead status synced to matters - **LeadDocket** — lead routing and intake data sync - **Clio** (Clio Manage and Clio Grow) — matter creation from qualified intakes - **HubSpot** — marketing contacts and lead data sync - **Zapier** — connect Case Compass to any tool in your stack - **WordPress** — official WordPress plugin for embedding intake forms inline on any page - **CallRail** — call tracking and attribution integration Full integrations list: https://www.casecompass.io/integrations ## AI Connectors - **Claude AI Connector** — Connect Case Compass to Claude via MCP. Search leads, check case status, view timelines, and review documents from a Claude conversation. URL: https://www.casecompass.io/connectors/claude ## Key Differentiators vs. Generic Intake Tools 1. **Plaintiff-firm depth** — built specifically for personal injury, mass tort, workers' comp, and other plaintiff practices. Not a horizontal "any industry" tool. 2. **Waypoint AI scoring** — every lead is evaluated against your firm's custom criteria before human review. Consistent, defensible scoring at scale. 3. **Referral partner management** — purpose-built portal and fee tracking for attorney referral networks. No other intake platform includes this. 4. **E-sign in the same session** — clients move from intake question to signed retainer without leaving the flow. 5. **BYOK (Bring Your Own Key)** — Waypoint uses your firm's own AI API credentials. Intake data flows directly between your account and the AI provider — never through a shared pool, never used to train shared models. 6. **CRM depth** — richer data sync with Litify, Filevine, and LeadDocket than generic intake tools offer. 7. **Legal marketing attribution** — tracks the full funnel from ad click through signed retainer with UTM, campaign, and source data. ## Who Uses Case Compass Plaintiff law firms running high-volume intake: - Personal injury firms - Mass tort / MDL litigation firms - Workers' compensation firms - Landlord-tenant / housing law firms Roles served: firm executives, marketing directors, intake managers, referral coordinators. ## Competitive Alternatives Case Compass is an alternative to: - SimplyConvert (legal intake chatbot) - Ngage (legal intake chatbot) - Generic contact forms and web forms - DocuSign (for in-flow e-signatures) - EasyEviction.com (for landlord-tenant / eviction software, via Dwellex) - Eviction Assistant (for landlord-tenant / eviction case management, via Dwellex) ## Pricing Demo-based. Contact: https://www.casecompass.io (Schedule a Demo) ## Company Case Compass is headquartered in the United States and serves plaintiff law firms across the country. - Website: https://www.casecompass.io - Blog: https://blog.casecompass.io - LinkedIn: https://www.linkedin.com/company/case-compass/ - Support: support@casecompass.io - Changelog: https://www.casecompass.io/changelog - Security: https://www.casecompass.io/security ## Frequently Asked Questions **What is legal intake software?** Legal intake software automates the process of capturing, qualifying, and converting prospective clients for law firms. It replaces static contact forms with dynamic, conversational intake flows that collect structured case information, route qualified leads, and trigger follow-up — without manual staff intervention. **What is legal marketing software for law firms?** Legal marketing software helps law firms capture leads from digital advertising campaigns, track marketing attribution, manage referral partner networks, and convert ad traffic into signed clients. Case Compass combines legal marketing automation with intake qualification — so firms can see exactly which campaigns and sources are producing signed retainers, not just clicks. **How is Case Compass different from a chatbot?** A basic chatbot handles conversational engagement. Case Compass is a full intake operating system: it combines conversational intake with automated lead scoring (Waypoint), referral partner management, e-signatures, live transfer, CRM integration, and analytics. The scoring layer — which evaluates every submission against your firm's criteria before human review — is not available in generic chatbot tools. **What is Waypoint AI?** Waypoint is Case Compass's AI-powered lead scoring engine. When an intake is submitted, Waypoint automatically evaluates it against the firm's custom criteria — case value, liability, medical treatment, urgency, red flags, age-based rules, and more — and assigns a score visible in the dashboard. This ensures follow-up is prioritized by case strength, not by submission order. **Can law firms collect e-signatures during intake?** Yes. Case Compass includes in-flow e-signature collection. Clients can sign retainer agreements, authorization forms, or multi-document packages as part of the same intake session — no redirect to a separate tool. Signed documents are automatically attached to completion emails and available for client download. **How do referral partners work in Case Compass?** Referring attorneys and partners receive a branded portal where they can submit leads and track the real-time status of every referral. The firm sees partner performance metrics, conversion rates, and fee totals. Referral fees are tracked and can be marked paid. Partners are onboarded via a secure invite link — no access to the firm's internal dashboard. **What CRMs does Case Compass integrate with?** Case Compass integrates with Litify (Salesforce), Filevine, LeadDocket, Clio (Manage and Grow), HubSpot, and Zapier. Practice areas, campaigns, originating URLs, and intake answers sync automatically. **How long does implementation take?** Most firms are live within a few days. Case Compass does not require replacing existing systems — it sits between your marketing channels and your CRM. **Does Case Compass work for mass tort campaigns?** Yes. Case Compass is purpose-built for high-volume mass tort and MDL intake. Waypoint scoring evaluates each claimant against case-specific criteria (e.g., product exposure dates, treatment received, injury type) before your team reviews the file. Active campaigns include MDL 3047 (social media addiction), MDL 3060 (hair relaxer), Depo-Provera, Roblox, and workers' compensation. **Does Case Compass handle mass tort marketing?** Yes. Case Compass is used as the intake layer for mass tort marketing campaigns — capturing and qualifying claimants from Google Ads, Meta, and affiliate traffic. The platform tracks UTM parameters and campaign attribution so firms can measure cost-per-signed-retainer, not just cost-per-click. High-volume intake campaigns for social media, hair relaxer, Depo-Provera, Roblox, and workers' comp are supported. **What is MDL portfolio management?** MDL Portfolio Management in Case Compass lets plaintiff firms organize all leads from a mass tort campaign into a single portfolio with its own dashboard. Each portfolio shows total leads, Waypoint AI score distribution, status breakdowns, and has built-in PFS field mapping for court-ready exports. Firms running multiple simultaneous MDL campaigns can manage all of them from one interface. **What is Dwellex?** Dwellex is eviction case management software built specifically for landlord-tenant law firms. It automates the full eviction workflow — landlord intake, staff review, batch notice generation from CSV, court-specific expiration calculation, document generation, case timeline tracking, client communication, and Clio sync. It is priced at $399/month plus $8 per case created, with no per-seat fees. URL: https://www.casecompass.io/solutions/dwellex **What is the best eviction software for law firms?** Dwellex by Case Compass is purpose-built eviction and landlord-tenant software for firms handling high-volume eviction caseloads. It combines landlord intake, a staff review queue, batch notice generation, admin-configurable court and expiration rules, automated document generation, case timeline tracking, Trial Lists with Word export, a client portal, and bidirectional Clio sync — replacing spreadsheets, manual follow-ups, and disconnected tools. **What is the best EasyEviction alternative?** Dwellex is the leading EasyEviction alternative for landlord-tenant law firms. It uses per-case pricing ($399/month plus $8 per case) instead of per-seat fees and adds a drag-and-drop form builder, step-by-step case playbooks, batch notice generation from CSV, admin-configurable court and expiration rules, Trial Lists with Word export, bidirectional Clio sync, and a firm-wide analytics dashboard. **What is the best Eviction Assistant alternative?** Dwellex by Case Compass is the leading Eviction Assistant alternative for landlord-tenant law firms. Where Eviction Assistant handles the basics, Dwellex adds a modern browser-based UI (no Windows application required), a drag-and-drop form builder with conditional logic, step-by-step case playbooks, batch notice generation from CSV, admin-configurable court and expiration rules, Trial Lists with county-grouped Word export, SMS plus email automated reminders, bidirectional Clio sync, Practice Panther integration, and per-case pricing ($399/month plus $8 per case) with no per-seat fees. **How does Dwellex compare to Eviction Assistant?** Both are eviction case management tools, but Dwellex is a modern, fully web-based platform. Compared with Eviction Assistant, Dwellex adds a drag-and-drop form builder with conditional logic, e-signature in intake, step-by-step case timelines and playbooks, Trial Lists with Word export, SMS and email automated reminders, bidirectional Clio sync, Practice Panther integration, and per-case pricing instead of per-seat licensing. **Can eviction software generate notices in bulk from a spreadsheet?** Yes. Dwellex batch notice generation lets a firm upload a CSV export from any property management system and produce one combined, court-ready notice document for every tenant in the file. It maps columns (with saved mappings per property), validates each row with per-row error reporting, and calculates court-specific service and expiration dates automatically. **How much does eviction case management software cost?** Dwellex is priced at $399/month plus $8 per case created, with no per-seat fees. Implementation and training are scoped per project, and volume pricing is available for firms running 100+ cases per month. **What eviction software integrates with Clio?** Dwellex integrates directly with Clio via OAuth. Intakes can create matters in Clio, and documents, tasks, and case stages sync bidirectionally, with General Service File folder routing by service date. Practice Panther and Rent Manager integrations are also available.