Case Compass
Product Overview
Case Compass is a smart-intake platform built exclusively for high-volume plaintiff law firms, designed to turn inquiries into qualified leads and signed retainers with speed and precision. The platform automates client qualification, document generation, and e-signatures, enabling firms to operate more efficiently and focus on advocacy rather than administrative tasks. Case Compass integrates seamlessly with existing tools and workflows, including CRMs and communication platforms, ensuring that firms can modernize their intake processes without disrupting their operations. By providing full control, compliance-ready workflows, and real-time analytics, Case Compass helps firms lower acquisition costs and scale intake without adding headcount. Trusted across mass torts and class actions, Case Compass is redefining intake as the engine of growth for modern plaintiff firms.
Features
- Intelligent automation of client qualification and case routing
- Document generation and e-signatures to expedite client conversion
- Seamless integration with existing tools and workflows
- Full-funnel analytics for tracking conversion rates and team performance
- Automated SMS and email sequences for lead re-engagement
- Live transfer of qualified leads to intake teams in real time
- Customizable intake forms and workflows tailored to various case types
- Client portal for self-service access to case status and document uploads
Company Details
- Headquarters
- 🇺🇸 New York, United States
- Type
- Legal Tech Vendor