AI Personal Injury Intake Software for Law Firms

AI Intake for Personal Injury Law Firms

Personal injury intake begins with a conversation and continues until your team has enough information to review the inquiry. CaseGen helps answer calls, gather accident details and follow up on incomplete intake. It supports the work between a new lead and an attorney’s decision.

A Personal Injury Intake Workflow

1. Respond: Justina handles inbound calls 24/7, including overflow and after-hours inquiries.
2. Collect facts: ask your firm’s questions about the incident, the caller and the help requested.
3. Record gaps: identify information the caller does not know or could not provide.
4. Follow up: Justin’s outbound phone follow-up can reconnect with prospects and continue intake.
5. Hand off: provide the collected details for staff review, scheduling or a configured transfer.

Intake is separate from accepting a client. Your attorneys handle conflict review, legal assessment and representation decisions. Retainer e-signatures, automated email follow-up and configurable stopping rules are not currently available.

Questions to Build Into Your Intake

Use a demo to test your own questions. Depending on the matter, a fact-gathering script might ask for:

• Caller name, preferred contact details, language and relationship to the injured person.
• Incident date, location and a description in the caller’s own words.
• Injuries reported and whether treatment has started.
• Other people or organizations involved, for the firm’s review.
• Insurance details, reports or photographs the caller knows about.
• Existing representation and any dates the caller believes are urgent.

The record should distinguish unknown information from a negative answer. The agent should not promise a case value, decide liability or offer medical or legal advice.

Example Scenarios to Test

An after-hours motor vehicle inquiry

A caller describes a collision but does not have insurance details at hand. Intake captures the known facts and flags the missing information. Your staff receive a record to review and decide the next step.

An incomplete premises injury intake

A prospect leaves before completing the questions. The record remains incomplete. Phone follow-up can request additional details, with your team overseeing contact preferences and when outreach should stop.

A caller requests an attorney

Configure a transfer destination and fallback instructions. If no one is available, communicate a realistic callback process. Do not imply that AI call coverage means an attorney is always available.

Connect Intake to Your Firm’s Systems

Review CaseGen’s integrations with your actual CRM and calendar. Confirm which fields, summaries and appointments are supported, how duplicate records are handled and who owns the next action. Test the complete path from inquiry to staff review before launch.

Evaluate Quality Beyond Answered Calls

Track response time, completed and incomplete intakes, successful handoffs and staff corrections. Keep signed cases as a separate outcome that also depends on your firm’s case selection and follow-through. Compare AI, human answering and in-house options using the same test scenarios.

For broader buyer criteria, read our AI legal intake software guide. For original research on first conversations, see the 13,280-call legal intake benchmark; its findings describe the calls studied, not a guaranteed result for your practice.

Personal Injury Intake FAQs

What is personal injury intake software?

Personal injury intake software helps a law firm respond to inquiries, collect incident and contact information, track incomplete intake and route records to staff. CaseGen combines AI call answering with outbound phone follow-up.

Can CaseGen answer after hours?

Justina supports 24/7 inbound call handling. Agree on escalation contacts and a callback process during setup. A live transfer depends on staff availability.

Can the AI decide whether a caller has a case?

No. The agent collects information against the firm’s intake criteria. Attorneys remain responsible for legal advice, conflicts, case evaluation and representation decisions.

Does CaseGen send retainers or automated follow-up emails?

Retainer e-signatures and automated email follow-up are not currently available. Configurable stopping rules are also not live. Your firm handles engagement agreements and oversees contact preferences and stopping decisions.

See Your Intake Questions in Action

Book a CaseGen demo with your script, escalation contacts and CRM requirements.