From first click to signed retainer
Six automated steps that turn a website visitor into a signed client — with your team only touching the cases that matter most.
Visitor Arrives
A potential client lands on your website, responds to an ad, or clicks a link. Case Compass engages them immediately — 24/7, no staff required.
Chatbot, embedded webform, or landing page — deploy whichever channel fits your firm.
Intake Begins
A conversational bot or custom webform walks them through a personalized intake — asking the right questions for your specific practice area and case type.
Branching logic means no wasted questions. Every path leads somewhere meaningful.
Waypoint Scores the Lead
The moment intake is submitted, Waypoint AI instantly evaluates the case against your firm's criteria — statute of limitations, injury severity, liability exposure, and more.
Your team sees the score before they open the file. Spend time on your best cases.
Instant Action Triggered
Qualified leads get a live transfer to your intake team while intent is high. Others enter automated SMS and email nurture sequences — staying warm until they're ready.
Speed-to-lead measured in seconds, not hours.
Retainer Signed
Qualified clients receive their retainer agreement in the same session — pre-filled from intake data. E-signature built in. Close cases while clients are still engaged.
No DocuSign juggling. No printing. The entire flow lives inside Case Compass.
Case Synced to Your CMS
The signed case pushes directly into Filevine, Clio, LeadDocket, Litify — or your existing system. Your team starts working the case the same day.
No double entry. No manual handoffs. Zero gaps between intake and case management.
See it in action
Real screens from the Case Compass platform — built for how plaintiff law firms actually work.
Build any intake form — visually, in minutes
No developers needed. Drag and drop question types — contact info, yes/no, multiple choice, file uploads, e-sign disclaimers — and wire them together with branching logic specific to your case type.
- Contact, date, and address fields built in
- Branching logic per case type
- Message & disclaimer nodes for HIPAA / attorney-client
- File and document upload support
Automate what happens after intake — every time
Build visual workflows that trigger automatically when a lead completes intake. Route qualified leads to e-sign, send to case management, fire off document requests — all without staff intervention.
- Visual drag-and-drop workflow builder
- E-sign, document, and message ending pages
- Direct sync to Litify, Filevine, Clio, LeadDocket
- Conditional routing based on form answers
Warm handoffs at the moment of peak intent
When a lead qualifies above your threshold, Case Compass routes them to your intake team in real time — with a full call script, intake summary, and case context already on screen. No cold calls. No callbacks. A live agent picks up exactly where the bot left off.
- Configurable call scripts surfaced to agents on transfer
- Full intake transcript visible before the agent speaks
- Incoming request queue with agent assignment
- Handoff directly to e-sign — close the retainer on the call
- Transfer status tracking: incoming, in progress, completed
Define exactly what makes a case worth taking
Waypoint Criteria are your firm's SOPs — translated into AI scoring rules. Add criteria for case value, medical evidence, legal pathway, urgency flags, and red flags. Waypoint applies them to every single intake, automatically.
- Category-based criteria: evidence, case value, eligibility, red flags
- Applies to all intakes or specific case types
- Full prompt preview before going live
- Update criteria anytime — scores recalculate instantly
Every lead scored the moment it comes in
The moment intake is submitted, Waypoint evaluates the case across six dimensions — overall score, severity, urgency, case value, completeness, and AI confidence. Your team sees a full breakdown before they open the file.
- Overall, severity, urgency, and case value scores
- HIGH-VALUE CASE flag for priority leads
- Clarification tasks auto-generated for your intake team
- Full intake transcript alongside the score
Everything in one intake platform
No patchwork of tools. No manual handoffs between systems. One platform that handles the full intake lifecycle.
Conversational Intake Bots
Deploy chatbots that engage visitors around the clock. Personalized conversation flows adjust based on answers — qualifying more deeply without overwhelming prospects. Every session is logged and scored automatically.
Custom Webforms
Build structured intake forms for any case type with full branching logic. Embed directly on your website, paid landing pages, or referral partner portals. Every submission flows directly into Case Compass — no copy-paste required.
Live Transfer Routing
When a lead qualifies above your threshold, route them to your intake team in real time. No callback queue, no drop-off. A warm handoff at the exact moment of peak intent — when they're most likely to sign.
Waypoint AI Scoring
Every lead is automatically evaluated the moment it's submitted — scored on your firm's exact criteria. Statute windows, liability flags, injury severity, employment status. Your team sees the score first, opens the strongest cases first.
E-Signatures in Flow
Retainer agreements are pre-filled from intake data and sent for signature in the same session. No DocuSign juggling. No interruption. Clients sign while they're still engaged — cutting your average time-to-retainer by days.
Automated Nurture Sequences
Leads who don't convert immediately aren't lost. Automated SMS and email sequences re-engage them on a schedule you control. Appointment reminders, follow-up prompts, and re-engagement messages — all on autopilot.
Speed-to-Lead Automation
The first firm to respond wins. Case Compass triggers outreach in seconds — automated text, email, and call routing the moment a form is submitted. Dramatically outpace firms still relying on manual callbacks.
Attribution & Analytics
Track every intake back to its source — ad campaign, referral partner, SEO keyword, or direct traffic. Full-funnel visibility from first click to signed retainer. Know exactly where your marketing dollars are working.
CMS Integration
Signed cases sync directly into Filevine, Clio, LeadDocket, Litify, and more. No double entry, no manual handoffs. Your team starts working the case the same day it's signed — with all intake data pre-populated.
Built specifically for plaintiff law firms
Generic intake tools weren't designed for the complexity of legal qualification. Case Compass was.
Your Criteria, Not Ours
Waypoint scores every lead against rules your team defines — case type, geography, injury thresholds, statute windows. No generic algorithm. Your firm's judgment, automated.
Built for Volume
Whether you're running 50 intakes a month or 5,000, the system scales without adding headcount. Mass tort campaigns, referral networks, paid media — all funnel into one system.
Live in Days, Not Months
We build your intake bot, configure Waypoint for your practice area, and deploy your first flow. Most firms are live within a week. Onboarding is included — no setup fees.
Frequently asked questions
What intake channels does Case Compass support?
Case Compass supports conversational intake bots, custom webforms, live transfer queues, and embedded intake widgets. Each channel can be deployed independently or together, depending on your firm's workflow.
How does Case Compass handle live transfers?
Live Transfer routes qualified leads directly to available staff via an intelligent queue. When a prospect scores above your threshold, they're connected in real time. If no one is available, the system captures their information, sends an e-sign retainer, and schedules a callback.
Does Case Compass integrate with Clio, Filevine, or other case management software?
Yes. Case Compass integrates with Clio, Filevine, Litify, SmartAdvocate, LeadDocket, MyCase, and more. Signed cases are automatically pushed to your case management system with no manual data entry.
What's the difference between Case Compass and a basic chatbot?
A basic chatbot collects information. Case Compass qualifies, scores, routes, and converts leads — all in one automated flow. It includes Waypoint AI scoring, e-signature collection, live transfer, and CMS integration. It's a full intake platform, not just a chat widget.
How quickly can we go live with Case Compass?
Most firms are live within one week. Onboarding is included — Case Compass builds your intake bot, configures Waypoint scoring for your practice area, and deploys your first automated flow.
Is Case Compass HIPAA compliant?
Case Compass is hosted on AWS infrastructure with encryption at rest and TLS 1.2+ in transit. The platform is designed with legal data privacy requirements in mind. Contact us for details on BAA availability.
Stop leaving qualified
leads on the table
We'll build your intake bot, configure Waypoint for your practice area, and deploy your first automated flow. Most firms are live within a week. Onboarding is included.