Versa is an AI-driven, text-first intake system designed specifically for personal injury law firms in the United States.
Key features and functions include:
Missed-Call and Web-Form Response
When a prospective client's call goes unanswered or a website contact form is submitted, the system sends an automated text response, described as occurring within approximately 20 seconds, at any time of day.
Structured Case Qualification
The assistant conducts a multi-turn text conversation capturing accident date, injury type, medical treatment, fault, insurance information, and prior legal representation, then delivers a prioritized lead summary to the firm's intake team.
Bilingual Intake
Conversations can be conducted in English or Spanish.
High-Value Case Alerts
On matters flagged as higher value (e.g., severe injury or commercial vehicle involvement), the system can send an SMS alert to an on-call attorney along with a scheduling link.
Compliance-Oriented Scripting
The assistant identifies itself as a non-attorney intake assistant and is designed not to give legal advice or case-value estimates. Scripts are reviewed and approved by the subscribing firm before launch. The vendor states this approach is intended to align with ABA Model Rule 5.5.
CRM and Practice-Management Integration
Versa integrates natively with Clio, including contact/matter creation and a conflict-of-interest pre-screen, and connects to other tools — including MyCase, Filevine, Lawmatics, PracticePanther, and Smokeball — via Zapier or webhook.
Conversation Logging
All conversations are logged with timestamped, exportable transcripts.
Implementation
The system is configured to each firm's intake criteria and case types, with deployment typically completed, per the vendor, within 48 hours of script review and approval.
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