Waypoint: tort-specific scoring criteria
Define exactly what a qualified claimant looks like for your active tort. Waypoint evaluates every intake against these criteria in seconds.
From first click to signed retainer
Claimant submits intake
Via chatbot, webform, or live transfer. Case Compass captures the full submission 24/7.
Waypoint scores instantly
Your tort-specific criteria are applied the moment intake is complete — before anyone opens the file.
Team works best cases first
Your team sees scores, summaries, and flags. Qualified leads get priority. Others enter nurture flows.
Retainer signed in-session
Qualified claimants sign digitally before they leave. Data syncs to Filevine, Clio, or your CMS.
A structured score on every intake — not just gut instinct
Waypoint evaluates each claimant across multiple dimensions: case value, liability exposure, evidence quality, urgency, and every custom criterion you define for your tort.
- Overall score with written AI summary
- Category-level breakdowns (severity, liability, evidence)
- Red flag detection and SOL warnings
- Consistent — no variance between staff or time of day
Your co-counsel and referral network — in one place
Mass tort campaigns run on referral relationships. Case Compass gives your partner network a dedicated portal to track every lead they've referred, see real-time status updates, and monitor referral fees — without clogging your inbox.
- Dedicated partner login — no shared credentials
- Lead status visible in real time (submitted, qualified, signed)
- Referral fee tracking with paid / outstanding status
- Partners can submit new leads directly through the portal
Manage your entire MDL caseload — by litigation
Group every lead tied to a specific MDL into a named portfolio. Get a live dashboard showing AI score distribution, status breakdowns, and high-value counts — without digging through your inbox.
A dashboard for every active tort — not just a filtered inbox
Each portfolio aggregates all the data that matters for that litigation in one place. See your total leads, how many have been AI scored, what percentage are high-value, and how your caseload breaks down by claimant status.
- Link any intake form or marketing campaign to a portfolio
- Live stats: total leads, AI scored, high-value, avg overall score
- Score distribution bar chart (0–24, 25–49, 50–74, 75–100)
- Full status breakdown ranked by volume
- One-click export to CSV — optionally include all AI score columns
- Jump directly into a filtered Inbox view for that MDL
Everything you need to run mass tort at scale
Waypoint scoring per tort
Define custom criteria for each active tort — diagnosis requirements, exposure windows, statute deadlines, product use. Waypoint applies them to every intake, automatically.
Score thousands, not dozens
Mass tort intake is a numbers game. Waypoint processes every submission in parallel, instantly surfacing which cases meet your thresholds — at any volume.
Referral partner portal
Give co-counsel and marketing partners their own portal to track leads, see statuses, and monitor referral fees. No back-and-forth emails.
Instant lead qualification
The moment intake is submitted, your team sees a structured score, written summary, and any red flags. No file-by-file manual review.
E-signature in the same session
Qualified claimants can sign their retainer before they leave the intake flow. Pre-filled from intake data, no DocuSign juggling required.
BYOK — your data stays yours
Waypoint uses your own AI API key. Client data never touches a shared model and is never used to train anyone else's AI.
Referral fee tracking
Track outstanding, paid, and waived referral fees across your entire partner network. Built-in reporting with filtering by partner, case type, and status.
Pre-built criteria for active torts
Get started faster with pre-built Waypoint criteria sets for Depo-Provera, Roundup, and more. Customize to match your exact standards.
MDL Portfolio dashboards
Group all leads for a specific litigation into a named portfolio. Track lead counts, AI scores, high-value flags, and status breakdowns — all in one view.
Frequently asked questions
How does Case Compass handle high-volume mass tort intake?
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.
Can Waypoint score criteria specific to a particular mass tort?
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.
How does Case Compass support referral partner networks for 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.
Which active mass torts does Case Compass support?
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.
Does Case Compass integrate with legal CMS platforms used in mass tort?
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.
What is MDL Portfolio Management in Case Compass?
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.
Related Solutions
Running an active tort campaign?
We'll walk you through how Waypoint criteria work for your specific tort and show you the full intake-to-retainer flow live.
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