How Waypoint works
Define your criteria
Use the natural language editor to add scoring dimensions specific to your practice area. Set weights, priority order, and red-flag thresholds.
Intake is submitted
A claimant completes your Case Compass intake form or chatbot. The full submission is packaged and sent to Waypoint.
Score appears instantly
Waypoint returns a numeric score, category breakdowns, a written summary, and any flags — before your team opens the lead.
Everything Waypoint can do
Custom criteria per practice area
Define what a strong case looks like for mass tort, workers' comp, personal injury, and more. Waypoint adapts to your firm's standards.
Multi-dimensional scoring
Scores on case value, liability, evidence quality, urgency, red flags, and every custom dimension you define.
Consistent evaluation on every intake
No variance between staff. Every claimant gets the same documented, defensible evaluation standard.
BYOK — your data stays yours
Waypoint uses your own OpenAI API key. Your data never touches a shared model or trains anyone else's AI.
Scores before your team opens the file
The moment intake is complete, Waypoint returns a score. Your team prioritizes with confidence from day one.
Built for IEEPA, mass torts & beyond
Pre-built Waypoint criteria sets available for IEEPA tariff claims, Depo-Provera, Roblox, and more.
Frequently asked questions
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 IEEPA tariff claims, 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, IEEPA tariff claims, and landlord-tenant law. Custom criteria can be built for any case type in minutes.
Ready to score every intake automatically?
Book a walkthrough and we'll show you Waypoint live in your account.