Intake chaos
Missed calls, scattered notes, and no way to know which injured workers are actually qualified.
Workers' CompINTAKEOS
Sign more cases.
Work fewer hours.
IntakeOS for workers' compensation firms — AI qualification, speed-to-lead outreach, bilingual intake, and document generation so your team spends time on cases worth signing.
From contact to retainer ↓
SOUND FAMILIAR?
The problems slowing
your firm down.
High-volume WC practices lose cases to chaos, delay, and paperwork — not to better competitors.
Slow follow-up
Every hour you don't respond, your odds of signing drop. Manual processes can't keep up.
Document overload
Medical records, incident reports, employer forms — staff buried before discovery starts.
No pipeline visibility
You don't know which cases are stalled or which referral sources are converting.
THE WORKFLOW
From first contact
to signed retainer.
Every channel in. Qualified cases out. Paperwork that builds itself.
- 01 / REACH
Injured worker reaches out
Web form, phone, or referral — every channel captured in one place.
- 02 / SCORE
AI qualifies the lead
Waypoint scores injury type, date, employer, and coverage in seconds.
- 03 / OUTREACH
Instant outreach fires
SMS and email sequences launch; live transfer for hot leads.
- 04 / SIGN
Retainer signed
Auto-generated agreement sent for e-signature — less staff time per file.
- 05 / BUILD
Case file built
Medical requests, employer forms, and timeline initialized automatically.
- 06 / LOOP
Client kept in the loop
Automated updates at every milestone; portal access for status checks.
BUILT FOR HIGH-VOLUME WC
The work that used to
bury your staff.
Qualification, outreach, documents, and referrals — in IntakeOS.
Know if it's a case
worth taking.
AI-powered intake captures injury details, employment status, and incident timing — then scores each lead against your acceptance criteria.
- Branching logic for WC scenarios
- Waypoint scores before file open
- Staff only work qualified leads
Qualification — Waypoint on every WC intake
EVERYTHING INCLUDED
Workers' comp intake.
Fully wired.
Qualification, speed-to-lead, documents, bilingual flows, and referral analytics in IntakeOS.
Intelligent intake qualification
Capture injury, employer, and incident details — then score each lead against your firm's criteria with Waypoint.
Instant speed-to-lead
SMS, email, and live transfer fire the moment a qualified injured worker submits.
Automated document generation
Retainers, medical requests, and employer letters from intake data — e-sign built in.
Client timeline & portal
Injured workers check status 24/7. Automated updates cut "where's my case?" calls.
Referral source analytics
Attribution from partner to signed retainer — know which sources convert.
Bilingual intake
Spanish and multi-language bots and webforms for the communities you serve.
BEFORE YOU AUTOMATE
Good questions.
Clear answers.
What makes workers' comp intake different from other practice areas?
Workers' comp intake requires capturing precise injury details, employer information, date of incident, and medical treatment history upfront. Case Compass uses branching logic to collect the right information for every workers' comp intake scenario, reducing back-and-forth with potential clients and ensuring your team has everything needed to evaluate the case immediately.
Does Case Compass handle Spanish-language intake for workers' comp?
Yes. Case Compass supports multi-language intake flows, including Spanish. Workers' comp firms serving Spanish-speaking communities can deploy fully bilingual intake bots and webforms, ensuring every potential client can complete the intake process in their preferred language.
How does Case Compass speed up the workers' comp retainer process?
Case Compass qualifies leads automatically through Waypoint AI scoring, then routes high-value claimants directly to live transfer or sends an automated e-sign retainer. This reduces the average time to a signed retainer from days to hours, without requiring additional staff.
Can Case Compass handle high-volume workers' comp lead generation?
Yes. Case Compass is designed for high-volume intake. It handles unlimited simultaneous intake conversations, qualifies leads 24/7, and automatically filters out non-qualified claimants — so your staff only spends time on cases worth pursuing.
How does Case Compass integrate with workers' comp case management systems?
Case Compass integrates with Clio, Filevine, SmartAdvocate, and other major case management platforms. Once a workers' comp claimant signs a retainer, their case data is automatically pushed to your system — no manual entry, no lost paperwork.
MORE CASES. LESS CHAOS.
Ready to transform
your WC intake?
We'll walk through qualification, speed-to-lead, and retainer flow for a high-volume workers' compensation practice.