Transforming First Contact Into Case-Winning Files

Focused Case Management for Personal Injury Law
Time-Consuming Intake
Client intake demands rapid responses, detailed information-gathering, and constant coordination. Staff spend hours per client on documentation and follow-ups. Growing volume overwhelms teams, causing delays, dropped calls, and lost leads.
High-Risk Errors
Intake mistakes impact case viability through missing details, incorrect dates, or incomplete authorizations. These errors cause missed deadlines, compliance failures, HIPAA violations, and lost cases affecting firm liability and outcomes.
Attorney Burden
Attorneys handling intake sacrifice time for case strategy and negotiations. Delegating to specialized legal intake workers ensures cases are documented and evidence-ready while freeing senior staff for high-impact legal work.

Remote Case Manager Solution: The Core Process
Our Remote Case Managers execute a refined, evidence-driven intake process designed specifically for PI firms.
- Step 1: Intake Initiation & Lead Response
The Remote Case Manager responds immediately to new inquiries, deploys digital intake forms, establishes rapport with the client, and ensures all essential facts—incident details, injuries, treatment, police reports—are captured accurately from the outset.
- Step 2: Verification & Follow-Up
Next, they conduct conflict checks, verify insurance coverage, confirm the validity of authorizations, and perform consistent follow-up for documents, photos, and treatment details. Persistent escalation protocols ensure no missing information stalls the file.
- Step 3: Case Setup & Delivery
The Remote Case Manager then organizes all data, uploads documents, and populates the Case Management Software with fully structured intake notes. They notify the firm upon completion so attorneys can review and approve new cases without delay.
Technology & Tools
Our remote professionals are trained to support legal, healthcare, and insurance organizations, ensuring seamless workflow integration and full compliance with industry standards.
- Case Management Software (CMS)
Filevine, Clio, Litify, SmartAdvocate, Needles, and other industry-standard systems
- Secure, compliant cloud tools
Encrypted communication, HIPAA-compliant file storage, and protected document exchange
- Automation & workflow optimization:
- Automated reminders for document collection
- Pre-built intake templates
- Appointment scheduling tools
- Digital signatures and authorization automation
This tech-enabled approach transforms intake into a consistent, scalable, and highly efficient process.

Measurable Benefits to Your PI Firm
Increased Capacity
Handle significantly higher inquiry volume and reduce missed leads—firms routinely see 20–40% faster onboarding times.
Reduced Overhead
Avoid the cost of recruiting, training, and managing a full-time intake coordinator, while gaining a specialized professional at a fraction of the cost.
Improved Compliance & Accuracy
Enhanced detail capture, cleaner files, and consistent follow-ups lead to fewer deficiencies and reduced re-work for paralegals.
Faster Cycle Times
A properly organized intake accelerates medical record collection, liability investigation, and demand prep—often reducing early-stage delays by days or weeks.