Personal injury case intake software handles the end-to-end process of receiving a PI inquiry and converting it into a signed retainer, with minimal manual staff intervention. The specific functions vary by product, but a complete PI intake system covers: inquiry capture from multiple sources, AI-powered qualification and lead scoring, automated SMS and email follow-up, consultation scheduling, no-show reminder sequences, post-consultation retainer delivery, and CRM record creation with the complete intake history.
Inquiry Capture From Multiple Sources
A PI firm receives inquiries from web forms, phone calls, live chat, legal directory platforms like Avvo and FindLaw, and referral emails. Complete intake software monitors all of these sources and applies the same intake workflow to every inquiry regardless of origin. A 2 AM web form submission receives the same immediate SMS acknowledgment as a Monday morning phone call.
The Qualification Engine
The qualification engine evaluates every inquiry against the firm's configured case criteria — incident type, jurisdiction, statute of limitations, liability signals, and medical documentation status. It produces a qualification score and a routing recommendation before a human reviews the case. This eliminates the paralegal time spent on clearly unqualified leads and ensures high-value cases receive immediate attorney attention.
The Injury Law AI Intake System is a complete PI intake platform combining all these components — demonstrating exactly how each function works in an interactive demo.