Case Compass automates how plaintiff law firms qualify, score, and convert clients — with Intelligent Intake, Waypoint scoring, and referral management built for high-volume litigation.
Not a chatbot. Not a form. An intake engine.
Most firms bolt on a basic webform or a generic chatbot and call it “intake automation.” Here's what that actually gets you — and what Case Compass does instead.
Your firm's Intake OS —
between marketing and your CRM.
Case Compass isn't a replacement for your existing stack. It's the intelligent layer that sits between your marketing and your case management — capturing, qualifying, and converting every lead before it ever reaches your team.
Convert · Track · Close
Hot leads connected directly to your intake team the moment they qualify — no drop-off, no delay.
Full-funnel visibility from first touch to signed retainer. Track conversion rates, source quality, and team performance.
Generate retainers and collect e-signatures in the same intake flow. Close clients without the back-and-forth.
Build automated post-intake workflows — follow-up sequences, status triggers, and document delivery on autopilot.
Automated outreach sequences built directly into your intake pipeline. Re-engage cold leads, send reminders, confirm appointments.
Give clients a self-service portal to track their case status, upload documents, and complete outstanding tasks — reducing inbound calls.
Know exactly which campaigns, channels, and sources are producing your best cases — not just leads. Optimize spend with conviction.
Filevine, LeadDocket, Litify — and more. No rip and replace. Case Compass plugs into the tools your team already uses.
Build conversational intake bots and webforms tailored to any case type — personal injury, mass tort, workers comp, and more. No code required.
No rip and replace. Ever.
Case Compass is designed to enhance your existing stack — not replace it. We integrate with Filevine, LeadDocket, Litify, and your existing CRM on day one. Your team keeps working the way they work. You just close more.
AI scoring that tells you which cases to take
Stop relying on gut instinct to prioritize your pipeline. Waypoint evaluates every submitted intake against a fully customizable scoring rubric — and surfaces a score before your team opens the file.
- ✓Custom criteria per practice area — mass tort, workers comp, personal injury, and more
- ✓Scores on case value, liability, evidence quality, urgency, and red flags
- ✓Consistent, documented evaluation on every claimant — no variance between intake staff
- ✓Works with your BYOK OpenAI key — your data never trains a shared model
Build your partner
network — and track
every single referral.
Give referring attorneys, co-counsel, and partners their own portal to submit and track clients. You control fee splits, visibility, and reporting — all in one place.
- Dedicated referral partner portal with real-time case tracking
- Automated fee split management and reporting
- Full intake pipeline visibility from first referral to signed client
The numbers speak
for themselves
From website visitor
to signed client — automated
Intake Begins Automatically
A visitor hits your website or landing page. Your Case Compass chatbot engages them instantly — day or night — walking them through a conversational intake that feels personal, not like a form.
Waypoint Scores the Case
The moment intake is complete, Waypoint evaluates the submission against your criteria. Your team opens the lead and already knows the score, the case type, and whether it's worth pursuing.
Sign & Convert in Minutes
For qualified leads, Case Compass generates the retainer agreement and sends it for e-signature — all in the same flow. No chasing clients. No lost opportunities.
Works with the tools
your firm already uses
Case Compass plugs into your existing case management, CRM, and marketing stack — so signed cases flow in automatically and nothing falls through the cracks.
Firms that moved fast,
grew fast
IEEPA Tariff Refunds:
$175B+ in potential claims,
301,000+ affected importers.
Federal courts have invalidated IEEPA tariffs. We've already built the Waypoint scoring criteria and intake infrastructure for this litigation. Your firm can be live in days.
Depo-Provera Brain Tumor Litigation:
Millions of potential claimants,
nationwide case intake.
Studies link Depo-Provera to increased brain tumor risk. We've built pre-configured intake workflows and Waypoint scoring criteria specifically for this litigation. Launch your intake in days, not weeks.
Roblox Addiction MDL:
Gaming addiction harming children,
automated evidence capture.
Roblox MDL litigation is targeting minors with gaming addiction and financial harm. Our intake system captures exposure data, transaction history, and behavioral indicators automatically. Get your Roblox intake live today.
Workers' Comp Intake:
Qualify faster, sign more clients,
zero manual triage.
High-volume workers' comp firms need speed-to-lead and instant qualification. Case Compass automates intake, scores every claimant against your criteria, and routes the best cases to your team before competitors call them back.
Your legal team's true north.Let's build it together.
From your first intake bot to a fully automated referral and scoring pipeline — we set you up, train your team, and stay in your corner.