Depo-Provera
Meningioma diagnosis, duration of use, and treatment history.
Capture high-volume tort campaigns in IntakeOS, score every submission with Waypoint, and organize the caseload into MDL Portfolios — before your team opens a single file.
From click to retainer ↓
ACTIVE TORTS
Start from tort-specific rubrics — or build your own for any emerging litigation in minutes.
Meningioma diagnosis, duration of use, and treatment history.
NHL diagnosis, occupational exposure, product use timeline, and medical docs.
Uterine cancer / fibroids screening with NIH benchmarks and brand matching.
Child and adult injury criteria across emotional harm, physical injury, and more.
Personal injury campaigns stay always-on — fully configurable criteria for liability, severity, SOL, and more.
FROM FIRST CLICK
Every channel feeds one pipeline. Waypoint ranks. Your team works the best cases first.
Chatbot, webform, or live transfer — captured 24/7 into the same pipeline.
Tort-specific criteria applied the moment intake is complete.
Scores, summaries, and flags surface. Others enter nurture flows.
Qualified claimants sign digitally. Data syncs to your CMS.
AT CAMPAIGN SCALE
Waypoint, MDL Portfolios, referrals, and scoring — in one IntakeOS practice.
Define what a qualified claimant looks like for each active tort — diagnosis, exposure windows, statutes, product use. Waypoint applies it instantly.
Waypoint — tort-specific rubrics
EVERYTHING INCLUDED
Scoring, portfolios, partners, and CMS sync — without bolting tools together.
Custom criteria for diagnosis, exposure, statutes, and product use — applied to every intake automatically.
Parallel scoring at campaign volume. Qualified leads surface first; others enter nurture.
Named portfolios per litigation with counts, scores, high-value flags, and status breakdowns.
Co-counsel and marketing partners track leads, status, and fees without email ping-pong.
Qualified claimants sign retainers before they leave the intake flow — pre-filled from data.
Waypoint uses your own AI API key. Client data never trains a shared model.
Start faster with Depo-Provera, Roundup, Hair Relaxer, Social Media, and more.
Push signed clients to Filevine, Clio, LeadDocket, Litify, and more — no re-keying.
Export leads with AI scores and intake node responses as columns anytime.
BEFORE YOU LAUNCH
Case Compass handles intake at any volume — chatbots, webforms, and live transfer channels all feed directly into the same pipeline. The moment a claimant submits, Waypoint AI scores the intake against your tort-specific criteria. Your team sees scores and summaries without manually reviewing every submission.
Yes. Waypoint criteria are fully customizable per form and case type. You define what a qualified claimant looks like for your specific tort — exposure duration, diagnosis, statute of limitations, product use dates, and more. Pre-built criteria sets are available for Depo-Provera, Roundup (Glyphosate), and other active mass torts.
Case Compass includes a dedicated Referral Partner Portal where co-counsel, referring attorneys, and marketing partners can log in to track the status of every lead they have referred. Fee tracking, lead attribution, and reporting are all built in.
Case Compass is currently used for Depo-Provera, Roundup (Glyphosate), and personal injury mass tort campaigns. Because Waypoint criteria are fully custom, firms can build intake scoring for any active or emerging tort in minutes.
Yes. Case Compass integrates with Filevine, Clio, LeadDocket, Litify, and other case management systems. Signed clients push automatically so your team can start working the case without manual data entry.
MDL Portfolios let you group all leads related to a specific litigation — by intake form, marketing campaign, or both — into a named portfolio (e.g. "Hair Relaxer MDL 3060"). Each portfolio shows a live dashboard with total leads, AI-scored leads, high-value counts, average scores, a score distribution chart, and a full status breakdown. You can export all portfolio leads to CSV at any time, including AI scores and specific intake node responses as additional columns.
RUNNING AN ACTIVE TORT?
We'll walk through tort-specific criteria and the full intake-to-retainer flow for the litigations you're running.