Setup
I configure one branded campaign around the questions and consent language your firm approves.
Claim intake and a shared review queue for one campaign.
Your firm approves the questions and the consent wording before anything goes live. Submissions land in one shared queue, and owners and administrators export the records as CSV.
No firm is paying for this yet. The software runs, and I will show you all of it on the call.
What happens to one inquiry.
This is a small product. It handles one claim type at a time, and it is not your case-management system. If you need more than what is on this page, it will not fit yet.
One review queue
New inquiries arrive in a shared inbox where each member can claim a record, update status, record outreach, review duplicates, and add notes.
What each record keeps
Each record keeps the consent version shown at submission, where the submission came from, and a history of what your reviewers did.
The export
Owners and administrators export consent-authorized contact records as CSV for the system your firm already uses.
What it costs.
$299/monthplus $500 one-time setup
- One active claim-intake campaign
- Up to three firm members
- Hosted intake and shared review inbox
- The consent version stored with every submission
- CSV export for owners and administrators, limited to records with sharing consent
- Setup call and assisted launch configuration
Manual invoicing during the pilot. Advertising spend, media management, custom CRM work, and legal review are not included. We do not promise lead volume, case value, or conversion lift.
Request a 20-minute pilot demo
Tell me where your inquiries come in now and who handles them. I read these myself and reply to set a time.