Personal Injury / Legal

PI Referral Network Module.

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

Everything you need for personal injury / legal.

PI Case Intake & Qualification

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 Calling for Case Follow-Up

AI Caller agent contacts referred leads within seconds, confirms case details, schedules consultations, and logs call outcomes — ensuring no PI referral goes cold.

Referral Fee Agreement Automation

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.

Case Pipeline & Settlement Tracking

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.

Attorney Network Management

Build your PI referral network by practice focus, jurisdiction, and case-type expertise. Tiered partnership levels with automated qualification and performance scoring.

PI Commission Engine

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

Qualify personal injury referrals faster with AI.

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

Automate PI referral fee agreements and payouts.

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

Scale your PI attorney referral network.

Attorney onboarding with credential and bar verification

Self-service referral portal with real-time case tracking

Performance analytics by attorney, jurisdiction, and case type

Start building your referral revenue engine

Get started with a free trial. No credit card required. Enterprise plans available for teams managing complex partner networks.