More than double your conversion while reducing intake costs by 90%
Intelligent intake automation that validates evidence, scores cases, and feeds clean data into your existing litigation tools—so attorneys can focus on what matters: litigating and triaging cases.
Case Compass automates the intake process—collecting, validating, and organizing case data—then seamlessly hands off to your CRM and litigation tools, reducing intake time by 70% while keeping attorneys focused on legal strategy.
Intelligent routing ensures the right team member handles each case step
Dynamic workflows adapt based on case specifics and client responses
Seamless integration with your CRM keeps all data current and accessible
Intelligent intake automation that delivers validated, substantiated cases to your litigation team— so attorneys can focus on strategy and triage, not data collection.
Automate case evaluation and drive 100% client portal adoption
Intelligent Roblox evidence collection and validation
Shift case development to the front of the timeline
Advanced algorithms analyze evidence quality and completeness
Real-time case completeness monitoring and alerts
Strategic insights for litigation decisions
From first contact to CRM handoff—automated evidence collection that prepares cases for your litigation team
Intelligent case evaluator screens potential clients using Roblox-specific criteria
Seamless onboarding to client portal for contract signing and data collection
Structured Roblox account data collection with intelligent screenshot verification
Automated prompts guide clients through uploading required documentation
Advanced validation engine analyzes evidence quality and calculates substantiation score
Smart alerts notify clients of missing evidence with priority-based follow-ups
Real-time dashboard shows case completeness and Rule 16.1 compliance status
Structured data automatically syncs to Clio, Litify, FileVine, or your case management system
Case Compass integrates with your existing systems, ensuring validated case data flows directly into your practice management platform without manual data entry.
Works with Clio, Litify, FileVine, LeadDocket, and custom CRMs
Intake data automatically creates structured case records in your CRM
Bi-directional sync keeps case information current across all systems
Intelligent validation vs. basic data collection—see the difference
Join forward-thinking law firms using intelligent intake automation to deliver validated, substantiated cases— so your attorneys can focus on what they do best: litigating and winning.