Case Intake for Personal Injury

Case Intake that ensures you never miss a client

Supio Inbound™ captures every detail across voice, SMS, web, and email, qualifies the matter, signs the client, and starts building your case data from day one — automatically.

Never miss a million dollar lead.

Supio Inbound ensures a timely response to every call, signs the client, and starts the case — so your team focuses on strategy, not chase-work.

Capture and close leads 24/7

  • Eliminate missed client opportunities with 24/7 voice coverage for overflow and after-hours calls.
  • Automatically capture intake information, qualify leads, and transfer high priority cases directly to an attorney.

Start with clean, structured case data from first contact

  • Supio Inbound captures injuries, incident details, providers, insurance info, and your custom intake data to ensure your case managers are prepared.

Three AI agents working together to maximize every lead

  • Supio Inbound combines specialized agents to ensure no opportunity is missed.
  • The Voice Agent captures leads 24/7, the Scoring Agent qualifies and prioritizes cases automatically, and the Coaching Agent ensures your team closes at peak performance on every call.

Your legal AI that understands personal injury documents

Upload your firm’s templates

Add examples of any document type and Supio can use them as templates to create drafts in your firm’s style.

Reference specific documents from your entire case

Focus the AI Assistant on individual or groups of documents for precision insights from expert reports, depositions, witness statements, medical records, and more.

Generate effective drafts with a single prompt

Simply describe what you’d like the AI to draft and watch it appear in seconds. Tweak it yourself in the editor or ask the AI to make adjustments until it’s just right.

Case data organized from the first call

Intake Voice Agent: Capture Every Lead

Never lose potential clients to after-hours or overflow calls. Supio Inbound's AI Intake Voice Agent is customized directly to your intake SOP, gathers complete information from the lead, and transfers high value leads so that you can sign them immediately.

Scoring Agent: Automatic scoring, follow-up, and analytics

Supio Inbound eliminates hours on manual data entry and lead qualification. AI automatically scores and categorizes every lead by severity and urgency, monitors every call, and identifies when you need to rescue urgent cases right away. Grade every call and agent against your intake SOP with call summaries, report cards, and built-in analytics.

Coaching Agent: Coach in real-time for higher conversion

Supio Inbound provides live coaching that helps your agents stick to the script during every call, with detailed report cards and call summaries that reveal exactly where to improve so your team converts more calls into signed retainers.

Frequently Asked Questions

Can the Intake Agent be customized to our firm's SOPs?

Absolutely. We configure the agent to follow your exact intake workflow—your qualifying questions, your case criteria, your tone, and your escalation rules. If your SOP says to ask about pre-existing conditions before treatment questions, that's exactly what the agent will do.

Can we set our own case acceptance criteria?

Yes. You define what makes a case "qualified" for your firm—liability thresholds, injury severity, jurisdiction, statute of limitations, or any other criteria. The agent screens accordingly and flags cases that meet your standards.

Can the agent handle multiple practice areas?

Yes. We can configure different intake flows for different case types (auto accidents, premises liability, medical malpractice, etc.) and route them appropriately based on how the caller responds

Does it integrate with our case management system?

Yes. We integrate with major platforms including Litify, SmartAdvocate, Salesforce, and others. Leads and intake data flow directly into your existing system—no double entry required.

What about our existing phone system?

We work with your current telephony setup. Whether you're using RingCentral, CallRail, or another provider, we can route calls to the Intake Agent or configure it as a backup for after-hours or overflow.

Is caller data secure?

Yes. We're SOC 2 compliant and follow strict data security protocols. Caller information is encrypted in transit and at rest, and we never share your data with third parties.

Can we pilot this before fully committing?

Yes. We typically start with a pilot period so you can see real results with your actual call volume before scaling up.

See Supio in Action

Book a demo to see all the ways Supio can help your firm maximize settlements and take on more cases.