Automate Your Personal Injury Intake & Case Management
Stop losing $50k cases to missed calls. We build automated intake and medical record collection systems for PI firms using Filevine, Litify, and CASEpeer.
In the personal injury sector, the cost of a single lead can range from $200 to $500. When firms rely on manual intake processes, a 15-minute delay in responding to a web lead can result in a 80% decrease in lead conversion, effectively flushing thousands of dollars in ad spend down the drain. Beyond intake, the administrative burden of chasing medical records from non-responsive providers and managing complex lien reductions often consumes 40% of a paralegal's billable potential.
Read Laboratories specializes in bridging the gap between high-volume lead generation and efficient case resolution. We understand that for a PI firm, speed is not just a convenience—it is the primary driver of the firm's valuation. By automating the 'middle-office' tasks of medical record requests and client status updates, we allow your legal team to focus on high-value litigation and settlement negotiations rather than data entry.
We integrate directly with the tools you already use, such as Filevine, CASEpeer, and Lead Docket, to create a seamless flow from the first click to the final settlement check. Our systems ensure that no Statute of Limitations is missed and no medical record request goes un-followed for more than 72 hours.
Problems We Solve
Lead Leakage and Response Lag
We eliminate the 'first to call' disadvantage by implementing instant AI-driven SMS and email responders that qualify MVA and slip-and-fall leads in seconds, 24/7.
Medical Record Bottlenecks
Manual follow-ups with medical providers are replaced with automated cadence-based requests and HITECH-compliant reminders, reducing collection time by 30%.
Status Inquiry Overload
We reduce inbound 'What is my case status?' calls by 60% through automated SMS milestones that update clients as their case moves from intake to demand to settlement.
Lien Management Complexity
Our workflows automatically track med-pay, subrogation notices, and provider liens, ensuring that final settlement statements are accurate and ready for disbursement faster.
Statute of Limitations Risks
We build redundant, multi-channel automated alerts that trigger 90, 60, and 30 days before a statute expires, protecting the firm from catastrophic oversight.
What You Get
Instant Lead Qualification
Custom logic bots that screen leads based on liability, coverage, and injury severity before they reach your intake team.
Filevine & CASEpeer Sync
Bi-directional API integrations that ensure Lead Docket data and medical records flow perfectly into your primary case management system.
Automated HITECH Requests
One-click generation and electronic delivery of medical record requests with automated follow-up sequences for non-responsive facilities.
Client Milestone SMS
Automated text messaging triggered by case stage changes, keeping clients informed without manual intervention from case managers.
Demand Package Tracking
Automated workflows that track the status of demand letters and trigger attorney follow-ups if an insurance adjuster hasn't responded within 30 days.
What It Costs
Setup
$2,000 - $5,000
Monthly
$300 - $600
ROI Example
By capturing just one additional $50,000 settlement per year that would have been lost to a competitor due to slow intake, the system pays for itself ten times over.
Frequently Asked Questions
Will this work with Filevine or Litify?
Yes, we specialize in API-level integrations for major PI platforms like Filevine, Litify, SmartAdvocate, and CASEpeer to ensure data flows without manual entry.
How do you handle HIPAA and data security?
We utilize encrypted workflows and SOC2-compliant automation platforms. All medical record handling is designed to meet or exceed HIPAA requirements for PHI.
Can you automate the intake of police reports?
Yes, we can set up triggers to pull data from third-party reporting services or automate the request process to local precincts as soon as a lead is converted to a case.
What happens if a lead comes in at 3 AM?
Our automation triggers an immediate SMS response and qualification bot, ensuring the lead feels 'captured' and providing you with a full intake brief by 8 AM.
How long does implementation take?
A standard personal injury automation suite typically takes 3 to 5 weeks to map, build, test, and deploy across your firm's existing software stack.
Does this replace my intake specialists?
No, it empowers them. By removing the data entry burden, your specialists can handle 3x the lead volume while focusing on high-empathy interactions with potential clients.
Scale Your Firm Without Adding Headcount
Book a free consultation to see how we can automate your specific PI workflows and recover lost billable hours.
Serving Personal Injury Firms nationwide. Based in Westlake Village, CA.