Case Compass

Case Compass is a SaaS platform designed to optimize the client intake journey for plaintiff-side law firms by automating key stages: Qualification, Conversion, and Integration. 

Qualification
Case Compass enables firms to automatically qualify and segment leads based on custom criteria. Through tailored, matter-specific questionnaires and built-in logic, the platform captures essential details—such as accident circumstances or medical histories—and applies qualification rules to determine lead viability. Responses are logged in the firm’s CRM, allowing attorneys to focus on high-potential cases without manual triage.

Conversion
Once a lead is qualified, the platform automates onboarding steps to drive timely client conversion. Users can generate legal documents using conditional templates, initiate e‑signature workflows, and deploy automated reminders and follow-ups to reduce delays in the onboarding process. This structured approach minimizes friction and helps maintain momentum, facilitating faster retention and improving overall sign-up rates.

Integration
Case Compass integrates seamlessly with existing legal operations systems. Qualified leads and client data are automatically pushed into CRMs or case management systems, supporting continuity in engagement and nurturing. Additionally, the platform offers a visual workflow builder to configure automated client communications—such as document exchanges, appointment scheduling, and status updates—contributing to a consistent and collaborative intake experience.