Notifications
Mark all read
SOL Warning: Johnson v. Metro Transit - 14 days remaining
2 minutes ago
Rescue Alert: Robert Taylor call scored 4.1 but mentions ongoing chiropractic care
32 minutes ago
Maria Santos signed retainer via SMS. Speed to contact: 2m 14s
1 hour ago
Weekly Report: Your firm signed 34 cases this month (+8 vs last month)
3 hours ago
AI Insight: Vendor X fallout rate reached 62%. Review recommended.
5 hours ago
Welcome back, Andrew
Here's what's happening across your firm today.
Active Cases
247
+12 this month
Signed This Month
34
+8 vs last month
Avg Speed to Contact
4m 12s
-1m 30s improvement
Marketing ROI
58:1
+6 vs last quarter
Case Pipeline
Top Channels by ROI
Recent Activity
Maria Santos signed retainer via SMS. Source: Google Ads. AI Score: 92.
4 minutes ago
Sarah Chen completed call with James Wilson. AI flagged: high-value slip and fall, commercial property.
18 minutes ago
Rescue Alert: Robert Taylor call scored 4.1 but mentions ongoing chiropractic treatment. Potential missed value.
32 minutes ago
Thomas White case moved to Demand phase. Estimated value: $225,000. Source: LSA.
1 hour ago
SOL Warning: Johnson v. Metro Transit approaching statute of limitations in 14 days. Assigned to Marcus Rivera.
2 hours ago
AI Insight: Vendor X fallout rate increased to 62% this month. Recommend reallocating $15K to Vendor Y.
3 hours ago
Intake & Leads
Manage incoming leads from new through signed.
| Name | Status | Severity | Type | AI Score | Source | Assigned | Est. Value | Created |
|---|---|---|---|---|---|---|---|---|
| Maria Santos (512) 555-0142 | Signed | ★★★★☆ Major | auto accident | 92 | Google Ads | Sarah Chen | $185,000 | 2 days ago |
| James Wilson (214) 555-0198 | New | ★★★☆☆ Moderate | slip and fall | 87 | LSA | Unassigned | $120,000 | 1 day ago |
| Robert Taylor (713) 555-0267 | Chase 2 | ★★★★★ Critical | auto accident | 78 | Vendor Y | Marcus Rivera | $340,000 | 3 days ago |
| Jennifer Brown (305) 555-0331 | Signed | ★★★☆☆ Moderate | workplace injury | 95 | Referral | Sarah Chen | $275,000 | 5 days ago |
| David Kim (469) 555-0412 | Under Review | ★★☆☆☆ Minor | auto accident | 64 | Meta Ads | Amy Johnson | $145,000 | 4 days ago |
| Patricia Moore (817) 555-0583 | Assigned | ★★★☆☆ Moderate | premises liability | 81 | TV | Marcus Rivera | $95,000 | 6 days ago |
| Lisa Anderson (512) 555-0721 | New | ★☆☆☆☆ Minimal | dog bite | 45 | Vendor X | Unassigned | $35,000 | 1 day ago |
| Amanda Garcia (210) 555-0894 | Pending Signup | ★★★★☆ Major | medical malpractice | 91 | Referral | Marcus Rivera | $520,000 | 2 days ago |
8 leads
Call Intelligence
AI-powered call analysis, agent scoring, and lead rescue.
Calls Today
47
+11 vs avg
Avg Duration
8m 34s
Healthy range
AI Score Avg
7.8
+0.4 this week
Rescue Alerts
3
Requires review
Recent Calls
| Caller | Duration | Agent | AI Score | Key Signals | Status |
|---|---|---|---|---|---|
| Maria Santos | 12:34 | Sarah Chen | 9.2 | Rear-end collision, ER visit, 3 weeks missed work | Signed |
| James Wilson | 8:12 | Amy Johnson | 7.4 | Slip and fall, commercial property, ongoing treatment | Follow-up |
| Robert Taylor | 3:45 | Marcus Rivera | 4.1 | Minor fender bender, mentions chiropractic care | Rescue Alert |
| Jennifer Brown | 15:22 | Sarah Chen | 9.5 | Workplace injury, surgery required, employer negligence | Signed |
| David Kim | 6:48 | Amy Johnson | 6.3 | T-bone at intersection, neck pain, seeing doctor | Contacted |
| Unknown Caller | 2:12 | Marcus Rivera | 3.8 | Caller disconnected, mentioned "accident last week" | Rescue Alert |
Call Transcript: Maria Santos (12:34)
AI Score: 9.2
Agent (Sarah Chen): "Thank you for calling. Can you tell me a little about what happened?"
Caller: "I was rear-ended on the highway about two weeks ago. The other driver was texting. I went to the ER that night and they found a herniated disc."
Agent: "I'm sorry to hear that. Are you currently receiving treatment?"
Caller: "Yes, I'm seeing a chiropractor three times a week and I've missed three weeks of work. My employer is getting impatient."
Rear-end collision
ER visit
Herniated disc
Missed work (3 weeks)
Ongoing treatment
Clear liability
Agent Performance
SC
Sarah Chen
Senior Intake Specialist
156
Calls
8.9
AI Score
31%
Convert
11:24
Avg Time
MR
Marcus Rivera
Intake Specialist
142
Calls
7.6
AI Score
24%
Convert
9:15
Avg Time
AJ
Amy Johnson
Intake Specialist
128
Calls
6.8
AI Score
19%
Convert
7:48
Avg Time
Cases
Active and closed cases across all phases.
| Case # | Client | Phase | Type | SOL Date | Attorney | Value |
|---|---|---|---|---|---|---|
| CP-2026-0042 | James Wilson High PriorityPre-Lit | Intake | slip and fall | Jun 15, 2027 | Unassigned | $120,000 |
| CP-2026-0041 | Lisa Anderson | Intake | dog bite | Apr 20, 2028 | Unassigned | $35,000 |
| CP-2026-0038 | Patricia Moore | Evaluation | premises liability | Dec 1, 2027 | J. Martinez | $95,000 |
| CP-2026-0035 | Angela Brooks SurgeryTT | Investigation | auto accident | Oct 8, 2027 | R. Thompson | $280,000 |
| CP-2026-0033 | Sarah Mitchell | Treatment | auto accident | Mar 15, 2028 | K. Patel | $175,000 |
| CP-2026-0030 | Kevin O'Brien | Treatment | medical malpractice | May 28, 2026 (48d) | R. Thompson | $420,000 |
| CP-2026-0028 | Thomas White High Priority | Demand Sent | auto accident | Sep 22, 2027 | J. Martinez | $225,000 |
| CP-2026-0025 | Frank Nguyen | Litigation | auto accident | Nov 3, 2027 | R. Thompson | $850,000 |
| CP-2026-0022 | Michelle Torres | Litigation | medical malpractice | Aug 14, 2027 | K. Patel | $1,200,000 |
| CP-2026-0018 | Maria Santos Settled | Settlement | auto accident | Resolved | J. Martinez | $185,000 |
10 cases
Lead Source Intelligence
See which ads signed cases, not just which ads got clicks.
Total Attributed Revenue
$12.4M
Last 12 months
Marketing Spend
$214K
This month
Avg Cost Per Sign
$2,847
-$340 vs last month
Blended ROI
58:1
+6 vs last quarter
AI Recommendation
Vendor X has a 60% case fallout rate and average settlements of $45K. Vendor Y converts 3x better with settlements 3.6x higher. Reallocate $20K/month from Vendor X to Vendor Y for an estimated $1.2M additional settlement revenue annually.
Source-to-Settlement Attribution
| Channel | Leads | Signed | Avg Settlement | Cost/Sign | ROI |
|---|---|---|---|---|---|
| Google Ads | 145 | 18 | $185,000 | $3,200 | 57:1 |
| LSAs | 67 | 14 | $210,000 | $2,100 | 100:1 |
| Meta Ads | 89 | 6 | $92,000 | $4,800 | 19:1 |
| Vendor X | 200 | 12 | $45,000 | $5,000 | 9:1 |
| Vendor Y | 150 | 22 | $165,000 | $2,700 | 61:1 |
| TV (Ch. 7) | 34 | 8 | $275,000 | $6,250 | 44:1 |
| Referrals | 23 | 19 | $320,000 | $500 | 640:1 |
Vendor Scorecards
Vendor Y
A
Contact Rate78%
Sign Rate14.7%
Avg Settlement$165,000
Fallout Rate18%
Vendor Z
B
Contact Rate62%
Sign Rate9.2%
Avg Settlement$110,000
Fallout Rate34%
Vendor X
C
Contact Rate41%
Sign Rate6.0%
Avg Settlement$45,000
Fallout Rate60%
Monthly Spend vs. Signed Cases
Firm Analytics
Real-time operational intelligence across your entire firm.
Total Attributed Revenue
$12.4M
+18% YoY
Avg Case Value
$185K
+$12K vs last year
Cost Per Sign
$2,847
-12% this quarter
Avg Case Duration
11.2mo
-0.8mo improvement
Monthly Revenue (Attributed)
Pipeline Value by Phase
Attorney Performance
| Attorney | Active Cases | Cases Settled (YTD) | Avg Settlement | Total Revenue | Win Rate |
|---|---|---|---|---|---|
| J. Martinez | 42 | 28 | $195,000 | $5,460,000 | 94% |
| K. Patel | 38 | 22 | $225,000 | $4,950,000 | 91% |
| R. Thompson | 35 | 18 | $310,000 | $5,580,000 | 89% |
| L. Washington | 28 | 15 | $145,000 | $2,175,000 | 82% |
Statute of Limitations Tracker
Never miss a deadline. AI-monitored SOL countdowns across all jurisdictions.
Critical (Under 30 Days)
2
Requires immediate action
Warning (30-90 Days)
3
Plan demand letters
On Track (90+ Days)
38
No action needed
Total Tracked
43
Across 4 states
Critical - Immediate Action Required
14d
Johnson v. Metro Transit
MVA, Bus Accident - Filed: 2024-04-20
22d
Martinez v. Greenway Apts
Slip & Fall, Premises Liability - Filed: 2024-05-02
Warning - Plan Filing
48d
Kevin O'Brien v. Memorial Hospital
Med Mal, Surgical Error - Filed: 2023-11-28
67d
Williams v. FreshMart Inc
Slip & Fall, Grocery Store - Filed: 2024-07-10
82d
Chen v. Rideshare Corp
MVA, Rideshare Accident - Filed: 2024-08-15
On Track
184d
Thomas White v. Henderson Trucking
MVA, Highway - Filed: 2024-11-05
312d
Angela Brooks v. State Farm
MVA, Multi-vehicle - Filed: 2025-03-10
CP-2026-0018
Settlement
Maria Santos
✉ maria.santos@email.com
📞 (512) 555-0142
auto accident
TX
Lead Intelligence
⚡ AI Score
92/100
🛡 Severity
4/5
🕑 Speed to Contact
47s
📈 Source
Google Ads
AI Signals
Clear liability
Documented injuries
Treatment started
Insurance active
Police report
Injury Description
L4-L5 herniated disc and cervical strain from rear-end collision. Client reports persistent back pain, neck stiffness, and headaches.
AI Summary
Strong liability case. Other driver confirmed texting while driving. Police report supports client's account. Significant documented injuries with clear causal link. Treatment ongoing. Recommend aggressive demand strategy.
Case Intake Review
Incident Details
Incident DescriptionRear-end collision on I-35
Client ComplaintsBack pain, neck stiffness, headaches
At FaultNo
Liability Assessment
LiabilityGood
Police Report FiledYes
Police Report #TX-2025-84721
Witnesses PresentYes
Photos of SceneYes
Photos of InjuriesYes
Insurance & Coverage
PIP CoverageNo
Tort StatusFull
Own InsuranceYes
Insurance CompanyGEICO
Health InsuranceYes
Health Insurance Co.Blue Cross
Treatment Status
Injured in AccidentYes
Went to ERYes
ER HospitalMemorial Hospital
Ambulance TransportNo
Currently TreatingNo
Prior InjuriesNo
Evaluation & Strategy
Early Case EvaluationStrong liability, clear damages, good documentation
⚠ Red Flags
Client mentioned pre-existing back condition from 2019 (resolved). Opposing counsel may argue aggravation vs new injury.
Strategy NotesPursue aggressive demand. Obtain treating physician IME report to distinguish new vs pre-existing.
Employment
Missed WorkYes
EmployerTech Solutions Inc.
OccupationSoftware Developer
Motor Vehicle Accident Questions
Vehicle Make
Vehicle Model
Vehicle Year
Number of Vehicles
Seatbelt Used
Yes
No
Unknown
Airbag Deployed
Yes
No
Unknown
Vehicle Towed
Yes
No
Unknown
Road Conditions
Weather
Defendant Insurance
Vehicle Damage Description
Defendant Vehicle Info
Apr 2, 2026
Settlement Finalized
$185,000 settlement approved. Funds disbursement in progress.
Mar 18, 2026
Demand Letter Sent
Demand package sent to State Farm. Requested $225,000.
Feb 12, 2026
Treatment Complete
Client discharged from chiropractic care. Total treatment: 14 weeks.
Dec 8, 2025
Medical Records Received
ER records + MRI results from Memorial Hospital received and indexed by AI.
Nov 5, 2025
Investigation Started
Police report obtained. Witness statements collected. Liability: clear (other driver texting).
Oct 15, 2025
Retainer Signed via SMS
Client signed retainer 2m 14s after first contact. Source: Google Ads.
Oct 15, 2025
Lead Created
Inbound call from Google Ads campaign "PI - Highway MVA." AI score: 92.
AI Medical Summary
Patient sustained L4-L5 herniated disc and cervical strain from rear-end collision. ER visit same day, MRI confirmed disc herniation. 14 weeks chiropractic treatment (3x/week). 3 weeks missed work documented. Prognosis: full recovery expected with continued home exercises. Total medical costs: $34,200.
Memorial Hospital - ER Visit
AI IndexedDate: Oct 15, 2025 | Diagnosis: Cervical strain, lumbar disc displacement | Treatment: IV pain management, imaging ordered | Follow-up: Orthopedic referral
Advanced Imaging Center - MRI
AI IndexedDate: Oct 22, 2025 | Findings: L4-L5 posterior disc herniation, mild neural foraminal narrowing | Recommendation: Conservative treatment, reassess in 8 weeks
CitySpine Chiropractic - Treatment Records
AI IndexedDates: Oct 28, 2025 - Feb 10, 2026 | 42 visits, 3x/week | Treatment: Spinal decompression, manual adjustments, therapeutic exercises | Outcome: Significant improvement, discharged
Employer Documentation
Manual UploadMissed work: Oct 16 - Nov 5, 2025 (15 business days) | Avg daily wage: $320 | Total lost wages: $4,800
8 documents
Signed Retainer
Completed - Oct 15
Demand Letter
Sent - Mar 18
Police Report
Received - Nov 8
Medical Records Release
Signed - Oct 16
AI Demand Summary
Auto-generated
Settlement Agreement
Completed - Apr 2
Insurance Correspondence
3 letters
Accident Photos
12 images
Total Liens
$38,400
Negotiated To
$24,100
Savings
$14,300
Net to Client
$98,400
| Lienholder | Type | Original | Negotiated | Status | Progress |
|---|---|---|---|---|---|
| Memorial Hospital | Medical | $18,200 | $11,400 | Resolved | 37% off |
| CitySpine Chiropractic | Medical | $14,800 | $9,200 | Resolved | 38% off |
| Advanced Imaging Center | Medical | $3,400 | $2,100 | Resolved | 38% off |
| Blue Cross (Subrogation) | Insurance | $2,000 | $1,400 | Negotiating | 30% off |
SMS: Settlement documents sent to Maria Santos for review and signature.
Apr 1, 2026 - 2:30 PM
Email: Demand package sent to State Farm adjuster (Ref: CLM-2025-84721).
Mar 18, 2026 - 10:15 AM
Call: 8-minute call with State Farm adjuster. Discussed demand and medical documentation.
Mar 25, 2026 - 3:45 PM
SMS: Treatment completion reminder sent to client. Confirmed final chiropractic visit.
Feb 10, 2026 - 9:00 AM
Call: Initial intake call with Maria Santos. Duration: 12:34. AI Score: 9.2.
Oct 15, 2025 - 11:22 AM
SMS: Retainer agreement sent and signed via SMS e-sign. Time to sign: 2m 14s.
Oct 15, 2025 - 11:37 AM
Statute of Limitations
Resolved
Oct 15, 2027
Financials
Est. Value$200,000
Demand$225,000
Settlement$185,000
Total Meds$34,200
Total Liens$38,400
Total Costs$2,800
Key Dates
IncidentOct 15, 2025
SOLOct 15, 2027
OpenedOct 15, 2025
SettledApr 2, 2026
Team
J. Martinezlead attorney
Sarah Chenparalegal
Tags
Settled
Pre-Lit
Workflow Automations
Build custom automation rules that run your firm on autopilot.
Active Automations
12
All running
Triggers This Month
1,847
+22% vs last month
Time Saved
86h
This month
Error Rate
0.2%
Near perfect
Speed-to-Lead Auto-Response
New Lead Arrives
→
AI Scores Lead
→
If Score > 70
→
Send SMS + Assign Agent
Triggered 342 times this monthAvg response: 47 seconds
SOL Deadline Escalation
SOL Under 90 Days
→
Alert Attorney
→
If Under 30 Days
→
Escalate to Managing Partner
Triggered 18 times this month0 missed deadlines ever
Rescue Alert - Low AI Score Follow-up
Call Score Under 5.0
→
Check for Keywords
→
If Medical Treatment Mentioned
→
Create Rescue Alert + Reassign
Triggered 28 times this month8 cases rescued ($1.2M value)
Medical Records Request
Case Moves to Investigation
→
Generate HIPAA Release
→
Send to Client for E-Sign
→
Fax Request to Providers
Triggered 45 times this monthAvg turnaround: 2.3 days
Vendor Performance Alert
Vendor Fallout > 40%
→
Calculate 30-Day ROI
→
Alert Ops Manager + Recommend Reallocation
Triggered 3 times this monthSaved $15K in bad spend
+
Create New Automation
Build custom if/then rules for any workflow
Integrations
Connect your existing tools. No rip-and-replace required.
Connected
CallRail
Call tracking & recording sync
QuickBooks
Billing & trust accounting
Google Workspace
Email, calendar & drive sync
Twilio
SMS & e-sign delivery
Available Integrations
Filevine
Migrate cases & contacts
Google Ads
Ad spend & conversion data
Meta Ads
Facebook & Instagram campaigns
LawPay
Payment processing & trust
DocuSign
Document e-signatures
Salesforce
CRM data migration
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