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WaypointINTAKEOS

AI scoring that tells you
which cases to take.

Stop relying on gut instinct to prioritize your pipeline. Waypoint evaluates every submitted intake against a fully customizable scoring rubric — and surfaces a score before your team opens the file.

How it works ↓
app.casecompass.io/waypoint
Waypoint criteria management interface

FROM RUBRIC TO SCORE

How Waypoint works.
Three steps.

Define the standard once. Every intake gets the same evaluation — instantly.

  1. 01 / DEFINE

    Define your criteria

    Add scoring dimensions for your practice area. Set weights, priority order, and red-flag thresholds.

  2. 02 / INTAKE

    Intake is submitted

    A claimant completes your IntakeOS form or chatbot. The full submission is sent to Waypoint.

  3. 03 / SCORE

    Score appears instantly

    Numeric score, category breakdowns, written summary, and flags — before anyone opens the lead.

INSIDE WAYPOINT

Built around the score.
Right down to the criteria.

Real product views.
One consistent evaluation standard.

Define what a strong
case looks like.

Build scoring rubrics per practice area — weights, red flags, and priority order in plain language.

  • Natural-language criteria editor
  • Separate rubrics for mass tort, WC, PI, and more
  • Pre-built sets for active torts

Criteria library — practice-area rubrics

EVERYTHING INCLUDED

Everything Waypoint
can do.

Custom rubrics, instant scores, and BYOK privacy — wired into IntakeOS.

Custom criteria per practice area

Define what a strong case looks like for mass tort, workers' comp, personal injury, and more.

Multi-dimensional scoring

Scores on case value, liability, evidence quality, urgency, red flags, and every custom dimension you define.

Consistent evaluation

No variance between staff. Every claimant gets the same documented, defensible standard.

BYOK — your data stays yours

Uses your own OpenAI API key. Data never touches a shared model or trains anyone else's AI.

Scores before file open

The moment intake is complete, Waypoint returns a score so your team prioritizes with confidence.

Built for mass torts & beyond

Pre-built criteria for active torts. Build custom rubrics for any case type in minutes.

BEFORE YOU SCORE

Good questions.
Clear answers.

How does Waypoint score leads?

Waypoint uses your firm's custom criteria to evaluate each intake submission across multiple dimensions: case value, liability strength, evidence quality, urgency, and any red flags you define. It returns a structured score the moment intake is complete — before your team opens the file.

Can I customize Waypoint's scoring criteria for my practice area?

Yes. Waypoint is fully customizable per practice area. You define what a strong case looks like for mass tort, workers' comp, personal injury, or any other area. Pre-built criteria sets are also available for Depo-Provera, Roblox, and other active mass torts.

How does Waypoint compare to manual intake review?

Manual intake review introduces variance — different staff members evaluate cases differently, leading to inconsistent decisions. Waypoint applies the same documented, defensible evaluation standard to every intake, every time. It also scales infinitely: it evaluates as many intakes simultaneously as your firm receives, with zero delay.

Does Waypoint store my client data or use it to train AI models?

No. Waypoint uses a Bring Your Own Key (BYOK) model — it operates using your firm's own OpenAI API key. Your data never touches a shared model and is never used to train anyone else's AI. Your client information stays yours.

What practice areas does Waypoint support?

Waypoint supports any plaintiff practice area. It is currently used for mass tort, workers' compensation, personal injury, and landlord-tenant law. Custom criteria can be built for any case type in minutes.

EVERY INTAKE. ONE STANDARD.

Ready to score every
intake automatically?

Book a walkthrough and we'll show you Waypoint live against your practice-area criteria.