CaseGen

Description

CaseGen is an AI-powered answering and intake platform designed specifically for law firms. Its bilingual voice and chat agents answer every inbound call 24/7 under the firm's name, then go beyond a basic receptionist by conducting a full legal intake, asking structured, attorney-level questions such as date of incident, type of injury, treatment history, at-fault party, and insurance information. This lets firms qualify leads, capture critical data, and push it directly to their CRM or case management system without human involvement.

Built by a practicing personal injury attorney and a legal marketing expert, CaseGen provides AI agents for intake management, lead outreach and follow-up, and medical coordination. It handles all call types, screens for claim eligibility, flags red flags and emergencies, recognizes urgency signals, and escalates time-sensitive matters immediately with a full intake summary. Firms get phone-call analytics, case summaries, real-time transcripts with live intercept, call playback, and AI-powered photo uploads.

CaseGen is tailored to practice areas including personal injury, family law, criminal defense, immigration, employment, and business law, with custom scripts and multilingual support (including Spanish and Russian). Setup is fully managed, most firms launch within 14 days by forwarding calls, and CaseGen integrates with tools such as Filevine, Clio, MyCase, PracticePanther, Smokeball, Lawmatics, Calendly, Zapier, and Google Sheets. It is positioned as a premium, HIPAA- and SOC 2-ready solution rather than a budget AI receptionist.

CaseGen's Core Features

• 24/7 bilingual AI voice and chat legal intake agents

• Attorney-level structured intake questions that qualify and screen cases

• Automatic push of qualified, structured leads to your CRM or case management system

• Persistent lead follow-up and medical treatment coordination

• Live call transcripts with real-time intercept and human handoff

• Call analytics, case summaries, call playback, and AI-powered photo uploads

• Practice-area-specific custom scripts (personal injury, family, criminal, immigration, employment, business law)

• Integrations with Filevine, Clio, MyCase, PracticePanther, Smokeball, Calendly, Zapier, and more

How to use CaseGen?

1. 1

   Book a discovery call: Review your firm's practice areas, intake needs, and workflows with the CaseGen team.

2. 2

   Development: CaseGen configures your call flows, custom intake scripts, and the built-in CRM to fit your firm.

3. 3

   Forward your calls: Point your existing phone system (Vonage, RingCentral, or other) to your assigned CaseGen number.

4. 4

   Go live: CaseGen answers, qualifies, follows up, and delivers structured intake summaries to your attorneys, typically within 14 days.

CaseGen's Use Cases

• Personal injury intake
• Family law intake
• Criminal defense response
• Business law screening

FAQ from CaseGen

• What is the difference between an AI receptionist and an AI intake agent?

  A receptionist answers and routes calls or takes a message, while CaseGen's intake agent conducts a full legal intake with attorney-level questions, qualifies leads, and pushes structured data to your systems.

• Can CaseGen replace my intake and medical coordination staff?

  For many firms it replaces most or all phone tasks typically handled by in-house intake and medical coordinators, working 24/7; some firms keep a lean team for escalations only.

• Will my callers like talking to the AI?

  Most callers cannot tell they are speaking with AI, and if someone insists on a human, CaseGen does a live transfer to your team.

• How hard is it to set up?

  Setup is fully managed by CaseGen. Most firms launch within 14 days, and connecting is as simple as forwarding calls to your assigned CaseGen number.

• Which software does CaseGen integrate with?

  CaseGen integrates with Filevine, Clio, Zapier, Google Sheets, Calendly, LawPay, PracticePanther, Smokeball, MyCase, Lawmatics, and more.

• Is CaseGen a lead generation company?

  No. CaseGen is a voice AI platform built exclusively for law firms, focused on helping attorneys capture, qualify, and convert their own calls into signed clients.