Qualify More PI Cases in Less Time, With Higher Accuracy
PI Case Qualifier automates screening and qualification for personal injury firms, reducing dropped leads and cutting intake time so your team focuses on cases that fit.
What PI Case Qualifier Does
A purpose-built intake engine for personal injury firms. Automate qualification, route leads by case strength, and hand off clean cases to your attorneys — not paperwork.
Intake Automation
Conditional qualification logic
Routes prospects based on case type, injury severity, and liability signals — not gut feel. Eliminates one-size-fits-all forms that disqualify strong leads.
Same-day lead response
Automated outreach sequences trigger within minutes of intake, not hours. 78% of PI leads go cold within 60 minutes of initial contact.
Case-type routing
Auto-accident, slip-and-fall, medical malpractice, and wrongful death each have distinct intake paths. Leads are scored and routed to the right intake workflow.
Multi-channel intake
Web form, phone, SMS, and chat — all feeds into a single intake pipeline. Agents see the full case picture before picking up the phone.
Document collection
Secure intake of accident reports, medical records, and insurance correspondence. Structured data entry replaces unstructured email threads.
Conflict check integration
Pre-intake conflict screening against existing case database. Reduces onboarding risk and prevents downstream伦理/liability issues.
Verification & Compliance
HIPAA-ready intake pipeline
BAA available. Intake forms, messaging, and document storage built to HIPAA standards from day one — no bolt-on compliance.
State bar intake rules
Designed to operate as a law firm tool under Rule 5.4 compliant structures. Not a consumer-facing legal service.
Audit trail on every lead
Full timestamped log of every intake action, qualification score, and routing decision. Available for bar compliance review.
Role-based access control
Paralegals, intake staff, and attorneys each see only the data relevant to their function. Reduces accidental data exposure.
Operations & Analytics
Native Clio + LawPay sync
Client records, matter status, and payment data sync directly to your practice management system. No double-entry, no sync delays.
Intake performance dashboard
Lead volume, qualification rate, time-to-first-contact, and case-type mix at a glance. Identify bottlenecks before they cost you revenue.
Pipeline stage tracking
Every lead moves through defined stages — intake, screening, qualification, attorney handoff. Delays surface automatically, not in monthly reviews.
Case Studies
Real firms. Real intake improvements. Quantified outcomes.
Regional PI Firm
40% increase in qualified leads within 90 days of deployment
After switching from a generic intake form, this 12-attorney firm captured leads it previously lost to slow response times and poor qualification routing.
Read case study →Metro PI Practice
Screening time cut in half; dropped-lead rate fell from 22% to 6%
An automated conflict check and conditional intake flow eliminated the manual triage that caused their intake team to lose track of cases during peak hours.
Read case study →Multi-State PI Group
Handled a 3× intake volume surge without adding headcount
During a surge in medical malpractice leads, this firm scaled intake capacity through automation — same staff, same response SLA — and converted more cases before they went cold.
Read case study →Intake bottlenecks cost firms an estimated $8K/month in lost cases
Start capturing leads in minutes, not weeks. Setup in days. No long-term contract required.
Common Questions
Do I need a law license to use PI Case Qualifier?
No. PI Case Qualifier is classified as B2B workflow software sold to law firms — not consumer-facing legal services. This is the same structure used by Clio, Smokeball, and LawPay, all of which operate in the legal technology market without requiring the provider to hold a law license. Firms purchasing the software use it as an internal operations tool.
State bar rules around unauthorized practice of law (UPA) apply to entities offering legal advice or representation to consumers — not to software vendors providing intake technology to licensed attorneys. If you have jurisdiction-specific concerns, consult a bar admissions attorney in your target markets.
Is intake data handled in a HIPAA-compliant way?
Yes. PI Case Qualifier is offered with a Business Associate Agreement (BAA) and built on infrastructure configured to HIPAA technical safeguard requirements. Data in transit is encrypted (TLS 1.2+), and data at rest uses AES-256 encryption. Access controls, audit logging, and incident response procedures are documented and available during vendor review. For firms operating under state-specific privacy rules (e.g., California CMIA), configuration options exist to support those obligations as well.
What practice management systems does it integrate with?
Current native integrations include Clio, PracticePanorama, and LawPay. Integrations handle client record creation, matter setup, and payment status sync. API access is available for custom integrations with other systems — typical setup time is 3–5 business days for a standard REST-based integration. If your firm uses a system not currently listed, contact us before purchasing to confirm compatibility and integration timeline.
How long does onboarding take?
Most firms complete initial configuration — including intake form setup, qualification routing, and practice management sync — within 3–5 business days. Full staff training for intake teams typically requires one 90-minute session. Firms with complex case-type structures or multiple intake channels may need an additional week of configuration. Ongoing configuration changes can be made by firm admin staff without requiring vendor support.
What's the pricing model?
PI Case Qualifier is priced on a per-intake-seat model, not per-case-outcome. This means firms pay based on the volume of leads processed, not the settlement value of cases — aligning the software cost with the operational event being managed. A firm accepting 100 new leads per month falls in a different tier than one processing 500. Pricing is available on request after a brief intake-needs survey; no long-term contract is required for month-to-month evaluation.
How does this differ from a generic CRM or intake form?
Generic CRMs and form builders treat all leads as equivalent. PI Case Qualifier applies conditional logic specific to personal injury intake: liability scoring, statute of limitations flags, insurance coverage detection, and case-type routing. A general-purpose CRM doesn't know that a rear-end collision with documented medical damages is a stronger referral candidate than an undocumented slip-and-fall. This distinction — domain-specific qualification vs. generic data collection — is the core difference. Firms using general tools report that intake staff still manually route leads after collection; PI Case Qualifier automates that step.
Can I evaluate this before committing to a subscription?
Yes. A 14-day free trial is available with full feature access and sample intake data pre-loaded. No credit card required to start. If the trial does not meet your firm’s needs, no obligation is created. For firms with specific compliance or integration requirements, a demo environment can be provisioned with your practice management system connected — typically within 48 hours of request.