SMS intake automation is only as good as the workflow it replaces. Right now, that workflow probably looks like this: someone signs your retainer, then waits. They wait for the intake questionnaire you said was coming. They wait for the medical authorization form someone was going to email. They wait for a call that doesn't happen until Tuesday because your intake coordinator had four other new clients that week. By the time onboarding wraps, three to seven days have passed. The case clock...

Case status automation is the fix most PI firms don't know they need — until they count the calls. Your intake coordinator picks up the phone. It's a client asking what's happening with their case. She answers, checks the file, and calls them back. Twenty minutes gone. Then it happens again. By Friday, your staff spent hours fielding calls that delivered zero legal value and moved nothing forward. This is the reality at most personal injury firms. The pipeline fills up, cases open, and then...

Every case closes the same way at most PI firms. The settlement lands, the client gets their check, and then — nothing. No follow-up. No thank-you. No ask. The firm moves on to the next intake, and a warm, grateful client quietly fades into the background. An automated Google review & referral request changes that entirely. Most managing attorneys don't realize how much revenue walks out the door when a case closes without a system behind it. Not because clients don't want to leave reviews or...