Deploy compliant AI agents that handle intake on WhatsApp, qualify mass tort claimants, collect documents, and keep clients updated — so your team focuses on cases, not admin.
Compliance-First AI: Every AI agent we deploy is designed around ABA Model Rules, state bar advertising regulations, TCPA, and HIPAA requirements. Agents clearly identify themselves as automated systems, do not provide legal advice, and include appropriate disclaimers. Compliance review is included with all deployments.
Each agent addresses a specific pain point in the PI workflow. Deploy them individually or as an integrated stack that transforms your firm's operational capacity.
A conversational AI agent deployed on WhatsApp that qualifies potential clients 24/7. Captures incident details, injury information, insurance status, and case type — then routes hot leads directly to your intake team with a full transcript.
Does not provide legal advice. Clearly identifies itself as an automated assistant. Collects only information needed for intake. Compliant with ABA Model Rules 7.1-7.3 on solicitation and communication.
When a potential client calls after hours or during peak hours and hangs up, this agent sends an immediate SMS or WhatsApp message to re-engage them before they call a competitor — capturing leads that would otherwise be lost.
Outreach only to numbers that have dialed your firm first (opt-in via inbound call). Includes clear identification and opt-out mechanism. Compliant with TCPA requirements for business-initiated messaging.
Automates the tedious process of collecting medical records, police reports, photos, and other case documents from signed clients. Sends reminders, tracks outstanding items, and flags incomplete cases for your paralegals.
Operates only after signed retainer agreement. All document requests include case reference and attorney name. Secure transmission protocols. Does not solicit medical information beyond what is authorized in the retainer.
Bridges communication between your firm and treating medical providers. Sends automated lien requests, treatment status check-ins, and record requests — reducing the back-and-forth that consumes paralegal hours.
All communications identify the law firm and case reference. HIPAA-compliant data handling. Does not promise referrals in exchange for favorable documentation. Operates within ethical guidelines for attorney-provider relationships.
Proactively updates clients on their case status at key milestones — reducing the volume of 'what's happening with my case?' calls by 60-80%. Improves client satisfaction scores and reduces staff interruptions.
Does not disclose confidential negotiation figures. Does not provide legal predictions about outcomes. Clearly identifies as automated update system. Attorney review required before any settlement-related communications.
Specialized intake agent for mass tort litigations that pre-qualifies claimants against litigation-specific criteria before human review. Reduces unqualified intake volume and cost per signed case dramatically.
Does not guarantee case eligibility or value. Clearly communicates that final qualification is at attorney discretion. Multi-jurisdiction advertising compliance review included. Respects state-specific solicitation rules.
From compliance review to go-live, our implementation process ensures your agents work correctly and within all applicable rules from day one.
We map your current intake process, identify bottlenecks, and define where AI agents deliver the highest impact.
Every agent script and workflow is reviewed against your state bar's advertising and solicitation rules before build.
Agents are built, tested, and integrated with your CRM, phone system, and communication channels.
Your team is trained on escalation protocols. Agents are optimized monthly based on performance data.
PI firms that implement AI intake agents typically see significant improvements across intake conversion, staff capacity, and cost per signed case.
Average response time vs. industry average of 47 minutes
Speed to first response is the single biggest driver of intake conversion in PI.
Reduction in unqualified intake volume
Pre-qualification agents filter out cases that don't meet your criteria before human time is spent.
Reduction in inbound 'case status' calls
Proactive update agents dramatically reduce the volume of status inquiry calls to your staff.
Monthly retainer pricing includes deployment, maintenance, compliance review, and ongoing optimization. No per-message or per-lead fees.
One AI agent deployed and managed. Ideal for firms testing AI automation for the first time.
Three agents working together as an intake and case management system.
Complete AI operations layer for your firm — intake, case management, and client communications.
Custom agent development available. WhatsApp Business API setup fee may apply. All plans include a 30-day onboarding period. Minimum 3-month commitment.
Book a free workflow audit to see where AI agents can make the biggest impact in your firm — without compromising compliance.
Book Your Free AuditCompliance Disclaimer: All AI agents are designed in accordance with ABA Model Rules of Professional Conduct, applicable state bar advertising and solicitation rules, TCPA, and HIPAA where applicable. AI agents do not provide legal advice and clearly identify themselves as automated systems. Compliance review is conducted before deployment in each jurisdiction. Metrics cited reflect industry research benchmarks and are not guarantees of firm-specific results. Liens Studios is a marketing and technology agency, not a law firm.