Level 4: Document & Rules Engine

The ultimate automation suite for Personal Injury firms. Qualify leads, run conflict checks, generate agreements, and communicate via SMS & Voice.

📋 New Case Intake

Client name is required
Valid email is required
Phone number is required
Injury type is required
Accident date is required
Damage amount must be a positive number

⚖️ Rules Engine Status

Submit a lead to run automated conflict and intake rules.

🔒 HIPAA Compliant ⚖️ ABA Rule 1.7 Ready 🛡️ SSL Secured

📊 Firm Dashboard

Client Phone Type Damages Status Actions
No leads yet. Submit a case to get started.

💰 Simple, Transparent Pricing

Choose the plan that fits your firm's needs. All plans include 24/7 support.

Starter

$1,497/month

Perfect for small firms just starting with AI intake.

  • Up to 50 leads/month
  • Basic intake forms
  • Email notifications
  • Basic conflict checks
MOST POPULAR

Growth

$2,997/month

Best for mid-size firms scaling their intake.

  • Up to 200 leads/month
  • Advanced intake forms
  • Slack integration
  • Advanced conflict checks
  • Clio sync

Scale

$4,997/month

For large firms with enterprise needs.

  • Unlimited leads
  • Custom intake workflows
  • DocuSign integration
  • Advanced analytics
  • Priority support

Enterprise

Customstarting $6,997+

Fully customized solutions for top-tier firms.

  • Everything in Scale
  • Custom integrations
  • Dedicated account manager
  • SLA guarantee
  • Custom contracts

📞 Twilio SMS & Voice Integration

Automate lead notifications and AI-powered intake calls.

📱 SMS Notifications

Automatically send qualification confirmations and next-step instructions to leads via SMS.

☎️ Voice Intake Calls

Initiate AI-powered intake calls that qualify leads and collect case details automatically.

📋 Communication Log

View all SMS and voice interactions with leads in one centralized dashboard.