When every lead needs fast intake, clean records, and relentless follow-up, the work piles up fast. Forms get half-finished, documents come in scattered, and staff spend hours chasing the same missing details over and over. AI agents help your team move more claims forward without adding more intake staff.
Mass tort firms live and die by speed, consistency, and follow-through. Here is what changes when the repetitive work is handled for you.
No engineering team required. Go from idea to running agent in minutes.
Tell the agent what it should do — in plain language. Or choose from a library of ready-made agent templates built for your industry. No code, no configuration files.
Link your email, CRM, spreadsheets, Slack, or any other tool with one click. The agent reads, writes, and acts across all your connected apps automatically.
Hit start. Your agent runs 24/7 and sends you a clear summary of everything it did — what it found, what it acted on, and what needs your attention.
A realistic 5-step workflow that matches how mass tort firms already work today.
The AI agent captures the basic details, checks for missing fields, and creates a clean intake record right away.
The AI agent reviews the answers against your screening rules and marks the file as likely fit, needs review, or not a fit.
The AI agent sends the right request to the client, follows up when nothing comes back, and keeps the request list current.
The AI agent compiles the intake notes, documents received, and open items into a simple summary for the attorney or case manager.
The AI agent sends plain-language updates so clients know what is happening and what they need to do next.
These agents focus on the work that slows high-volume plaintiff firms down: intake, screening, follow-up, document collection, and case prep.
Takes new lead details from web forms, calls, and referrals and turns them into a clean intake record as soon as the lead arrives.
Reviews intake answers against your screening checklist and flags likely fits, likely rejects, and files that need attorney review when the basic facts are in.
Sends document requests, reminders, and status checks for medical records, authorizations, and supporting paperwork when a file is waiting on client materials.
Pulls together intake notes, records received, and open issues into a simple case summary when the file is ready for attorney or paralegal review.
Sends plain-language updates about where the case stands and what the client needs to do next when the file changes stage or sits waiting.
Checks open tasks, missing signatures, and approaching dates in active files and alerts the team when something needs attention.
See how we stack up against manual work and every other automation tool on the market.
One-click connections. No API keys, no developer setup required.
Use AI agents to handle intake, follow-up, document collection, case status updates, and deadline checks so your team can focus on qualified claims and attorney review.
Directional outcomes from firms that automate high-volume intake and follow-up work usually show up in the first few weeks.
"We stopped losing time to repeat calls and scattered intake notes. The team could finally focus on the files that were actually ready to move."
Common questions from firms that handle high lead volume and need tighter follow-through.
If your team is still spending hours on repeat calls, missing paperwork, and manual status updates, now is the time to tighten the workflow before the next lead surge hits.