Personal Injury / Legal
Designed for personal injury law firms, pi attorney referral networks, mass tort organizations.
< 30s
AI response to new PI referral
$4.2M
Avg. annual referral fee revenue
3.8x
Faster case intake vs. manual
99.1%
Fee agreement completion rate
Capabilities
Capture PI leads from attorney referrals, web forms, and AI chat widgets. AI agents qualify cases by injury type, liability signals, statute of limitations, and insurance coverage — before routing to your intake team.
AI Caller agent contacts referred leads within seconds, confirms case details, schedules consultations, and logs call outcomes — ensuring no PI referral goes cold.
Auto-send referral fee agreements pre-filled with case details and attorney information. Collect e-signatures via DocuSign and track signing status from the case record.
Track every referred PI case from intake through demand, negotiation, and settlement with stage-based pipelines. Monitor case values, medical lien amounts, and expected fees.
Build your PI referral network by practice focus, jurisdiction, and case-type expertise. Tiered partnership levels with automated qualification and performance scoring.
Configure referral fee splits (33⅓%, 40%, or custom) tied to case outcomes. Automate fee calculations on settlement, track disbursement schedules, and generate bar-compliant payout reports.
PI Lead Qualification
AI-powered calls and SMS within seconds of referral submission
Automated screening for injury type, liability, and statute of limitations
Qualified cases routed directly to intake with full context
Referral Fee Management
One-click referral fee agreements with DocuSign e-signature
Automated fee calculation tied to settlement or verdict amounts
Bar-compliant payout tracking with 1099 generation
Network Growth
Attorney onboarding with credential and bar verification
Self-service referral portal with real-time case tracking
Performance analytics by attorney, jurisdiction, and case type
Get started with a free trial. No credit card required. Enterprise plans available for teams managing complex partner networks.