Automating High-Volume Personal Injury Intake

Lead volume from referrals, paid search, and the firm's website chat widget had outpaced the team's ability to respond. New inquiries waited hours for a callback — long enough for plaintiffs to call competitors and sign with whoever answered first.

The firm's previous setup spread intake across a CRM, a chat tool, an email inbox, and a separate eSign provider. Coordinating across them ate paralegal hours and made it easy for high-value leads to fall through the cracks before a retainer ever went out.

Docktix consolidated every intake channel into one queue, qualified leads automatically with the Agent Builder, and let the on-call paralegal sign and onboard the client in a single workflow — no app switching, no manual data entry.

• AI Client Intake unified web chat, calls, and email inquiries into one prioritized queue
• Agent Builder qualified leads on case type, jurisdiction, and statute before staff picked up
• Built-in eSign sent retainers within minutes of the qualifying call
• Lead source tracking surfaced which campaigns actually produced signed clients

Within the first quarter the firm responded to 100% of new leads in under five minutes, signed retainers without phone tag, and freed paralegal hours for higher-value casework. Marketing spend shifted toward the sources that actually closed.

• 70% reduction in intake processing time
• 45% increase in lead-to-client conversion rate
• 3× faster document turnaround