AI scores every case in seconds. Automated chase sequences close retainers. SOL deadlines track themselves. Your intake team just got 10x faster — and your attorneys never miss a case worth signing.
Leads contacted within 60 seconds are 10x more likely to sign. Most PI firms average 2-4 hours. By then, your competitor already has the retainer.
Retainers sent but never chased. Leads qualified but never called back. Every missed touchpoint is revenue walking out the door.
A missed statute of limitations isn't just a lost case — it's a malpractice claim waiting to happen. Manual tracking in spreadsheets isn't good enough.
Name, phone, source — that's all you need to start. Conditional fields appear based on case type. No more 40-field forms that slow you down.
CoreEvery lead gets an instant AI-generated case score, value tier assessment, liability analysis, and follow-up questions — before the attorney even looks at it.
AIAutomatic statute of limitations calculation by jurisdiction and case type. Color-coded alerts at 180, 90, and 30 days. Zero missed deadlines.
SafetyDrag-and-drop Kanban board from New to Signed. Every lead has a clear next step. Nothing falls through the cracks.
WorkflowAutomated multi-channel follow-up campaigns: SMS → Call → Email → Call. Customizable timing, templates, and escalation paths.
AutomationAutomatic fuzzy-matching conflict check on every new lead. AI-powered name matching catches what exact-match misses.
ComplianceSMS, email, and call logging in one timeline. Two-way texting. Click-to-call. Every interaction tracked, nothing lost.
CommsSend retainers via DocuSign or PandaDoc. Track viewed, opened, signed status. Auto-trigger chase if not signed within 48 hours.
ClosingNative connections to Smokeball, Clio, Filevine, Twilio, RingCentral, Google Ads, and 50+ tools via Zapier.
ConnectNot a chatbot. Not generic automation. TidyIntake's AI is trained on personal injury case patterns and intake workflows. It costs $0.01-0.05 per lead and works in seconds.
AI analyzes liability, injury severity, documentation quality, and treatment timeline to generate a 0-100 case score within seconds of intake completion.
One-click generated summaries with key facts, strengths, risks, and recommended next steps. Attorneys review in under 2 minutes instead of 15.
Suggests follow-up questions based on what's missing. Flags DQ risks in real-time. Recommends the right case type when callers don't know what to ask for.
Automatically identifies red flags: recorded statements, prior attorneys, treatment gaps, SOL pressure. Surfaces them before they become problems.
| Feature | TidyIntake | Lead Docket | Lawmatics | Law Ruler | HubSpot |
|---|---|---|---|---|---|
| Case-type conditional intake | Partial | Partial | — | ||
| AI case scoring | — | — | — | Basic | |
| AI attorney summary | — | — | — | — | |
| AI intake copilot | — | — | — | — | |
| SOL auto-calculation | — | — | — | — | |
| Conflict checking | Auto + AI | Basic | — | — | — |
| Tiered field system | — | — | — | — | |
| Two-way SMS | Add-on | ||||
| Chase sequences | Basic | Advanced | Advanced | ||
| Case mgmt integration | Native | — | — | Zapier | |
| Starting price | $99/user | $300-800/mo | $199+/mo | Custom | $0-100/user |
14-day free trial. Full Professional features. No credit card. No auto-charge. If you don't love it, just walk away — your data exports with you.