BUILT FOR PLAINTIFF LAWTurn interest into qualified cases. Bring intake, scoring, live conversations and signed retainers into one connected flow.
From first click to signed client ↓Case type: MVA · Form path branched
Transcript and answers stay with the lead from the first message.
EVERY HANDOFF HAS A NEXT STEP
Your intake team gets the context to act. Your prospective clients get a clear path forward.
Engage visitors through conversational chat or embedded forms, with questions tailored to the case type.
Waypoint evaluates submissions against the rules your firm defines, helping your team prioritize its review.
Route qualified leads to available intake staff. Keep the transcript and case context with the conversation.
Collect a pre-filled retainer signature, then send the case and intake details to your case management system.
INSIDE INTAKEOS
From the questions you ask
to the leads your team opens first.
Build an intake that follows the answers. Visual branching lets each case type take its own path.
AGENT WORKFORCE
Live transfer inbox, RingCentral browser softphone or RingOut, Agent SOPs, speed-to-lead dashboards, and outbound callback queues — so agents pick up with context, hit SLAs, and keep every call on the lead record.
THE SPACE BETWEEN INTEREST AND ENGAGEMENT
Build the next action into the flow, whether that's a conversation now, a retainer to sign, or a follow-up when the time is right.
Live transfer brings qualified prospects to available staff with the intake context already captured.
Pre-fill the retainer from submitted information and collect an e-signature in the same session.
Schedule SMS and email nurture for prospects who need more time, with timing your firm controls.
PROGRESS YOU CAN MEASURE
Chat-to-client conversion
Increase in conversions
Reduction in acquisition costs
Reported results from Case Compass legal-intake programs. Outcomes vary by implementation.
Connect intake to its marketing source and follow the funnel through to engagement. Give your next campaign decision more than a lead count.
BEFORE YOUR FIRST FLOW
Agent Workforce is the intake team layer inside IntakeOS — live transfer inbox, RingCentral softphone or RingOut, Agent SOPs, speed-to-lead dashboards, outbound callback queues, and call recording with optional Whisper transcription for AI QA.
Yes. Deploy conversational intake, webforms or embedded widgets independently or together. The intake can be tailored to your practice areas and case types.
Your firm defines the criteria. Waypoint applies them to incoming submissions and presents the results to support your team's review and prioritization.
The platform can capture the prospect's information, send an e-sign retainer and schedule a callback. Your configured workflow determines the next action.
IntakeOS integrates with tools including Filevine, Clio, Litify and LeadDocket. Your setup connects the signed case and captured intake information to the system your team uses.
Start with a walkthrough of your intake process. The Case Compass team helps configure the intake flow and Waypoint criteria for your practice, then deploys your first workflow.
THE NEXT CASE STARTS WITH A CONVERSATION
Let's build a better intake journey for your firm.