Your operating system for mass torts, from first chat to settlement
Intake through settlement across five integrated products. When
information changes, SimplyConvert triggers workflows, assigns tasks,
requests documents, and updates clients, without someone remembering
every next step.
Track total, open, and closed leads — plus signing and packet completion timing.
#%
Total Leads
1,284
Qualified412
Potentially Qualified268
Unqualified531
Settled73
Open Leads
386
Contract Pending142
Pending Review118
Messages64
Other62
Closed Leads
598
Criteria (auto)244
Criteria (manual)131
Contract Expired97
Contract Voided58
Other68
Signed
227
Within 60 Minutes84
Within 24 Hours71
Within 1 Week42
Within 1 Month19
Other11
Completed Packets
164
Within 24 hours58
Within 1 Week49
Within 1 Month31
Other17
Review9
Top Leads by Litigation
Recent Name Total Qualified
Roundup
Camp Lejeune
Talc
Hair Relaxer
Paraquat
Depo-Provera
Ozempic
Hernia Mesh
Trucking
NEC Baby Formula
050100150200
PotentialQualified
Number of Leads
Day Week Month ColumnLine
806040200
Jul 2Jul 4Jul 6Jul 8Jul 10Jul 12Jul 14
PotentialQualified
Lead Status
PieColumn
Signed 227
(18%)
Contract Pending 142
(11%)
Pending Review 118
(9%)
Closed 598
(47%)
Settled 73
(6%)
All Other 126
(10%)
Current Contract Status
*Leads may have multiple contracts
PieColumn
Number of Contracts
200150100500
CompletedSentViewedExpiredVoidedOther
The Benton Law FirmBailey Glasser LLPAnapol WeissAshcraft & Gerel Injury LawyersBaird Mandalas Brockstedt Federico & CardeaD'Amore Law GroupHarris, Keenan & GoldfarbDolman Law GroupGerling Law Injury AttorneysGoings Law FirmFlint Cooper Cohn Thompson & MiracleHach & RoseKeith Law GroupThe Lindsey FirmMcCoy & Hiestand, PLCRutter Mills Attorneys at LawPoppe Law FirmSadow & FroyMinner Vines Moncus Injury LawyersReich & BinstockStark & StarkScruggs Spini & FultonShapiro Washburn & SharpSolomon Law GroupTruLawTurnbull Law GroupWard and Smith, P.A.The Stein Law GroupThomas Law OfficesThe Moody Law FirmWayne Parsons Law OfficeTorHoerman LawBullock Legal GroupBailey Cowan Heckaman PLLCBlankenship Law FirmFinkelstein, Blankinship, Frei-Pearson & Garber, LLPGianaris Trial LawyersPendley Baudin & Coffin LLCRodriguez Law FirmThe Lanier Law Firm
The Benton Law FirmBailey Glasser LLPAnapol WeissAshcraft & Gerel Injury LawyersBaird Mandalas Brockstedt Federico & CardeaD'Amore Law GroupHarris, Keenan & GoldfarbDolman Law GroupGerling Law Injury AttorneysGoings Law FirmFlint Cooper Cohn Thompson & MiracleHach & RoseKeith Law GroupThe Lindsey FirmMcCoy & Hiestand, PLCRutter Mills Attorneys at LawPoppe Law FirmSadow & FroyMinner Vines Moncus Injury LawyersReich & BinstockStark & StarkScruggs Spini & FultonShapiro Washburn & SharpSolomon Law GroupTruLawTurnbull Law GroupWard and Smith, P.A.The Stein Law GroupThomas Law OfficesThe Moody Law FirmWayne Parsons Law OfficeTorHoerman LawBullock Legal GroupBailey Cowan Heckaman PLLCBlankenship Law FirmFinkelstein, Blankinship, Frei-Pearson & Garber, LLPGianaris Trial LawyersPendley Baudin & Coffin LLCRodriguez Law FirmThe Lanier Law Firm
How it works
Follow one case from first chat to settlement
Every product works on the same case record. Nothing is exported, re-entered, or synced between tools, so the case moves from first inquiry to resolution while your team stays with the client.
Instant Case Evaluator
Acquire and convert clients.Turn more of the right inquiries into signed clients with 24/7 intake built around your firm’s case criteria.
HomeAbout UsCasesContact
Justice for you
Your Law Firm
If you've been injured, our law firm will fight for the justice you deserve.
Learn More
Your Law Firm
Virtual Legal Assistant
English
Hi there. I can evaluate your case instantly!
The information you provide me is confidential.
Do I have a case?
For your client
Be there when they reach out
When someone reaches out for legal help, the Instant Case Evaluator can engage them immediately, evaluate their situation against your case criteria, and move the right prospective clients through intake and signing, even outside business hours.
Built around your case criteria
The conversation applies the criteria your firm actually uses, so
the wrong matters never reach a retainer.
Hi — I'm the virtual intake assistant for Your Law Firm. Were you involved in a motor vehicle accident?
Yes, I was rear-ended on Highway 40 last week.
I'm sorry that happened. Were you injured, and have you seen a doctor?
Signed before the callback
Qualified people verify, receive the agreement, and sign in the
same session.
Retainer sentRetainer signed
Motor vehicle accident
Contingency fee agreement.pdf
Awaiting signatureSigned in this conversation
Identity verified. Signature is on the case.
Qualified clients can sign overnight. Your team starts the day with the transcript and retainer already on the case.
Engage and support clients.Give clients one secure place to stay connected, complete tasks, and provide the information their case requires.
Hello Denise!
You have 5 tasks left to complete. Completing all tasks will help us
move forward with your case quickly, so let's get started!
17 %
Complete Tasks
Current Status
Onboarding
During this stage, we need to collect several important documents from you before we can begin working on
your case.
View Timeline
Updates
All Updates
Read
Screenshot Instructions
Feb 17, 2026
Read More
New
Introduction
Jan 8, 2026
Read More
New
What to expect next
Jan 6, 2026
Read More
New
Meet your legal team
Jan 5, 2026
Read More
Help and Tips
Get the most from your legal portal by completing these steps
Download our mobile app
View portal onboarding
Verify your phone number
Verify your email address
Enable push notifications
Say hello to your legal team
Resources
About the Litigation
How You Can Help with Your Case
Accident Report FAQs
About Your Law Firm
Home
Hello Denise!
You have 5 tasks left to complete.
Completing all tasks will help us move forward with your case quickly, so
let's get started!
17 %
Complete Tasks
Current Status
Onboarding
During this stage, we need to collect several important documents from you
before we can begin working on your case. Completing these documents in a
timely manner is extremely important.
View Timeline
Updates
All Updates
✓ Read
New
For your client
One place to stay connected
Clients get one secure place in the app or browser to communicate with your firm, complete tasks, upload documents, sign, and stay informed. Automated reminders help keep outstanding requests moving without relying on staff to follow up manually.
One place for the work clients owe you
Forms, e-signatures, and uploads stay on the case, not in
inboxes.
Hello Denise!
You have 5 tasks left to complete.
17 %
Complete tasks
Great work, Denise!
You've completed all your tasks.
100 %
Tasks complete
What they submit lands structured
Answers and uploads go on the record, ready for the next phase of
work.
CASE-2841
Denise Alvarez
Emaildenise@email.com
Phone(314) 555-0148
ProviderInkberry Orthopedics
AuthorizationPendingSigned
Message one client or thousands, and collect everything their case needs without chasing anyone down.
When AI ingestion finishes for a case upload and parsed text is available
Structured Output
Extract carrier, carrier type, and injuries
If/Else Condition
Carrier Type equals Commercial fleet
Condition 1
Default
Assign Task
Request trucking policy limits
Notify User
Alert the trucking litigation team
Fill AI Custom Fields
Injury Date, County of Injury, Treating Providers
Send Portal Message
Ask the client to confirm their providers
100%
If/Else Condition
Branch the workflow based on conditions
Branches are evaluated in order. The first branch whose conditions all match (AND) is taken.
Connect each branch to a step on the canvas. Use the Default edge for the fallback path.
Condition 1
→ 01K5ZQ8M3TJ4W7A2RC9XHBN6DE
Rule 1
Field
Structured Output: Carrier Type
Operator
Equals
Value
Commercial fleet
Add rule (AND)
Add condition group
Default branch → 01K5ZQ8M3V2N6FQ0B8S1KD7YTA (edge labeled "Default" on canvas)
For your client
Updates without a phone call
When the case moves, automation sends the update and the next request, so clients hear from your firm without anyone writing it by hand.
Send to Denise Alvarez
CaseHQ · Motor vehicle accident
Questionnaire
Document request
Signature request
Reminders until complete
Send
The daily operating surface
Cases, tasks, calendars, and documents in one Client Management
System, with a clear owner and due date.
CASE-2841
Rosa Delgado
Contract Pending
Signed
StatusPendingSigned
Injury dateJun 2, 2026
Structured on the case, so the next step can run.
Automation keeps the day moving
Workflows pick up the repetitive follow-up so staff spend time on
the work that needs a person.
Welcome sequence
On status → Signed
Assign task
Request medical records
Send email
Welcome letter from case data
Wait
Until HIPAA is signed
Every case has an owner, a next step, and automation that keeps it moving.
Scale litigation operations.Run litigation-specific case workup, manage deficiencies, and turn structured case data into real-time litigation intelligence.
Rosa Delgado
Signed
Activity Contacts Tasks
Activity
Types
Search activity…
2026
July 12 items
CaseHQ Agent changed the case status to Signed
about 2 hours ago
RD
Rosa Delgado signed Retainer agreement
about 2 hours ago
CaseHQ Agent completed an automation Welcome sequence
about 2 hours ago
AK
Avery Kim added a note
about 3 hours ago
Intake callRear-ended by a Copperkettle Freight truck on I-44. Treated at Copperkettle Regional the next day.
RD
Rosa Delgado uploaded Police report.pdf
about 3 hours ago
AK
Avery Kim created the case through manual intake
about 3 hours ago
Details
Talc litigation
Settlement
Rosa Delgado
Client
Represented
rosa.delgado@email.com
(314) 555-0142
Case Details
Litigation Trucking — Copperkettle Freight
Rank Number 1
State of Injury MO
Injury Date Jun 2, 2026
County of Injury St. Louis
Cause or Product(s) Commercial vehicle
Specifics of Injury TBI, Cervical strain
Additional Information Retainer signed Jul 14
Tags
Priority Truck Talc docket
Add tag
For your client
Asked only for what’s still missing
Deficiencies become specific tasks in the client portal, so a claimant in a years-long litigation isn’t asked the same questions twice.
Tasks
Completed in the portal
Questions answered
Insurance card uploaded
Providers selected
HIPAA authorization signed
Workup that matches the litigation
Litigation-specific tools and workflows scale claimant workup
instead of stretching a generic case file.
Litigation workflow
Camp Lejeune workup
Signed128
Records request74
Deficiency review41
Litigation-ready19
Deficiencies you can actually see
Structured case data flags what is missing and turns the inventory
into live litigation intelligence.
CASE-2841
Rosa Delgado
Records
Exposure history
Missing
Complete
Residence dates
Missing
Medical recordsRequested
Nothing gets entered twice. The case that came in through intake picks up the fields and statuses each tort requires.
Manage census and settlement.Coordinate census, settlement workflows, deficiencies, reporting, and stakeholder collaboration from one structured source of truth.
Workflows/Personal Injury Default
Default
Published
Draft saved
Active
Publish
Intake48
Portal & client tasks for this phase are managed via Playbook.
Welcome sequence
On phase enter
Published Active
Send CaseHQ invite
Case created
Published Active
Add automation
Document Collection31
Request medical records
On phase enter
Published Active
Nudge incomplete uploads
Task completed
Draft Inactive
Add automation
Review12
Notify intake manager
Case updated
Published Active
Add automation
Settlement7
Advance to next phase
On phase enter
Published Active
Add automation
For your client
Stay connected for the life of the case
Keep clients informed through custom timelines and updates while giving them a consistent place to maintain their information and complete what the case requires, even when litigation lasts for years.
Timeline
Motor vehicle accident
Onboarding
NowDone
Records
NextNowDone
Litigation
LaterNowDone
Resolution
LaterNow
Census and settlement in one source
Coordinate census, workflows, and reporting from the record you
already have.
Settlement population
4,182
CLM-1044Records complete
CLM-1088Deficiency open
CLM-1102In review
Everyone sees the same deficiencies
Stakeholders collaborate on what is ready and what still needs
attention, without a side spreadsheet.
Participant access
Plaintiff counselFull inventory
Defense counselSubmitted claims
Special masterDe-identified
By the time a case reaches settlement, the data you need is already on the record that started as a chat on your website.
Automation handles the repeatable work. Ask SC reviews documents,
extracts the data, and flags what's missing, inside the workflow your
team already uses. Your team stays on the decisions and relationships
that need human judgment.
Ask SC
Automation and AI, built into the work
Automation handles the repeatable work. Ask SC reviews documents,
extracts the data, and flags what's missing, inside the workflow your
team already uses. Your team stays on the decisions and relationships
that need human judgment.
Stop reading a file from page one. Ask SC tells you where a case stands, finds the detail you need in the documents, and points you to the page it came from.
Case summaries:
Where the case stands, what changed, and what's next.
Cited document search:
Find the answer across every upload, with the file and page it came from.
When the next step is obvious, let Ask SC draft it. It writes from the case record, in your firm's voice, and every draft waits for your review.
Client messages:
Draft emails, texts, and portal messages that reference the actual case.
Tasks and notes:
Create and assign the work that should happen next.
Ask the question you'd normally answer with an hour of filtering and a spreadsheet. Ask SC searches across your cases, builds the view for you, and can make the same change to a group of cases once you approve it.
Plain-English questions:
“Which trucking cases have depositions this month?”
Batch changes:
Update up to 50 cases at a time, with one approval.
Delgado case summary
Summarize where the Delgado case stands.
Thinking…
Ask SC
Working…Used 3 tools
execute_catalog · case 2841
search_case_documents · 14 files
read_case_notes · last 90 days
Rosa Delgado is in records collection on a trucking case against Copperkettle Freight. The uploaded police report places the collision on I-44 on Mar 3. Her deposition is set for Jul 28, and Copperkettle Regional has not returned records.
2841 · Delgado, Rosa
Deposition set · Trucking — Copperkettle Freight
Ask anything, / for skillsSummarize where the Delgado case stands.
AI can make mistakes. Verify important information.
Records update for Rosa
Tell her we're still waiting on the Copperkettle records and ask about new treatment.
Thinking…
Working…Used 2 tools
read_case_communication · last 30 days
list_case_tasks · open
Here's a draft that references the Jun 18 request.
send_email
Send email to case
Case: 2841
Sends to the case email addresses on file.
An update on your medical records
Hi Rosa, we're still waiting on your Copperkettle Regional records. Have you had any new treatment since your July 2 visit?
Do you approve this action?
You approved this tool execution
EditReject
Approve
2841Rosa Delgado
Refine context
Ask anything, / for skillsTell her we're still waiting on the Copperkettle records and ask about new treatment.
AI can make mistakes. Verify important information.
Depositions this month
Which of our trucking cases have depositions scheduled this month?
Thinking…
Ask SC
Working…Used 2 tools
execute_catalog · trucking cases
execute_catalog · depositions in Jul 2026
I found 2 trucking cases with depositions scheduled or completed this month:
2841 · Delgado, Rosa
Deposition set · Trucking — Copperkettle Freight
2794 · Morales, Diego
Deposition complete · Trucking — Marrowbone Haul
Ask anything, / for skillsWhich of our trucking cases have depositions scheduled this month?
AI can make mistakes. Verify important information.
Ask once, put it to work everywhere
Providers get asked at intake, then again for the authorization, then retyped into a fact sheet. Captured once, that answer carries through the case.
DisconnectedConnected
Clients answer the same questions at each stage Clients are asked only for what's still missing
Staff re-enter data between tools and spreadsheets Structured data carries forward to the next form
Follow-up depends on someone remembering A change on the case triggers the next task
Missing information surfaces at filing Missing information is flagged at the point of entry
Leadership waits on reports The whole caseload is visible in real time
Re-asked Retyped Forwarded Copied by hand
No shared record
CASE-2841
Rosa Delgado
One record
Treating providers
3
Authorization
Signed
Next task
Records request
Ask SC works from this record
Intake form
Providers asked on the call
Instant Case Evaluator
Providers captured once at intake
Email inbox
Re: Re: medical authorization
CaseHQ Client Portal
Authorization signed by the client
Case software
Follow-up: not assigned
CaseHQ Client Management System
Records request assigned
Spreadsheet
fact_sheet_v7.xlsx
Mass Torts 360
Fact sheet pre-filled from the record
Weekly report
Census for leadership
Updated 11 days ago
ResolutionHQ
Census current as cases move
Integrations
Connect the tools your firm already runs on
No rip-and-replace. SimplyConvert connects to the case management,
intake, and marketing platforms your firm relies on, and our API
handles the rest.
For your clients
What your clients see at every stage
Great client service shouldn’t depend on someone remembering to send the next update or request. SimplyConvert helps firms give clients a clear, connected experience from first inquiry through resolution.
Be there when they reach out
When someone reaches out for legal help, the Instant Case Evaluator can engage them immediately, evaluate their situation against your case criteria, and move the right prospective clients through intake and signing, even outside business hours.
Your Law Firm
Virtual Legal Assistant
Hi — I'm the virtual intake assistant for Your Law Firm. Were you involved in a motor vehicle accident?
Yes, I was rear-ended on Highway 40 last week.
I'm sorry that happened. Were you injured, and have you seen a doctor?
Yes — neck and back pain. I went to Inkberry General the next day.
Based on what you've shared, this looks like a case we can help with. I can send a retainer for e-signature now.
Qualified: Motor vehicle accidentRetainer sent for e-signature
One place to stay connected
Clients get one secure place in the app or browser to communicate with your firm, complete tasks, upload documents, sign, and stay informed. Automated reminders help keep outstanding requests moving without relying on staff to follow up manually.
Message
You
Jul 17, 2026 at 11:30 AM
D
I uploaded the accident photos — please let me know if you need anything else.
Message your legal team..
Updates without a phone call
When the case moves, automation sends the update and the next request, so clients hear from your firm without anyone writing it by hand.
Home
Hello Denise!
You have 5 tasks left to complete.
Completing all tasks will help us move forward with your case quickly, so
let's get started!
17 %
Complete Tasks
Current Status
Onboarding
During this stage, we need to collect several important documents from you
before we can begin working on your case. Completing these documents in a
timely manner is extremely important.
View Timeline
Updates
All Updates
✓ Read
New
Asked only for what’s still missing
Deficiencies become specific tasks in the client portal, so a claimant in a years-long litigation isn’t asked the same questions twice.
My Tasks
Task Overview
Completing all tasks will help us move forward with your case quickly.
17 %
Start Next Task
To Do 5Complete 1
Your Law Firm HIPAA Form
In Progress Jul 1, 2026
Upload Accident Report
Not Started Jul 1, 2026
Upload Accident Photos
Not Started Jul 1, 2026
Request Document Upload
Not Started Jul 1, 2026
Stay connected for the life of the case
Keep clients informed through custom timelines and updates while giving them a consistent place to maintain their information and complete what the case requires, even when litigation lasts for years.
Timeline
Motor vehicle accident
Onboarding
NowDone
Records
NextNowDone
Litigation
LaterNowDone
Resolution
LaterNow
What firms ask before choosing SimplyConvert
The questions that come up when firms look at the whole platform.
Still have a question?
Follow one case from the first chat to settlement-ready data. Bring your current intake process and compare.
No. Each product works on its own, and most firms start with the part of their operation creating the most friction today. Because every product shares the same case record, adding the next one later connects it to the data you already have instead of starting over.
How does information move between products?
+
−
It doesn't have to move. Every product reads and writes the same case record, so an answer captured at intake is already there when the portal asks for a signature, when a workflow assigns the next task, and when a fact sheet or census needs it. Nothing is exported, re-entered, or synced between tools.
Can we bring in the cases we already have?
+
−
Yes. Existing clients and case data can be brought in, so you start with your current caseload rather than waiting for new intakes. The approach depends on the data and systems your firm is moving from.
Does it work with the systems we already run?
+
−
Yes. SimplyConvert connects to the case management, marketing, and communication tools many plaintiff firms already use, including Filevine, Litify, SmartAdvocate, Salesforce, and Zapier. Firms that keep another system for part of their work can still run the rest on SimplyConvert.
Is it built for personal injury or mass torts?
+
−
Both. Personal injury matters follow case-specific workflows from treatment through resolution, while mass tort teams run repeatable, litigation-specific workflows, bulk actions, and reporting across large inventories. The same platform handles 10 cases or 100,000 claimants.
Where does Ask SC fit?
+
−
Ask SC is built into SimplyConvert rather than added as another stage. It works on the same case record as the other five products, with the permissions of the person asking, and every case change or client message waits for approval.
Is our firm's data used to train AI models?
+
−
No. Your cases, documents, and conversations are never shared with other firms and never used to train AI models.
Who owns the data?
+
−
Your firm. Your clients' information, including everything they submit through the portal, belongs to your firm.
Firms that run on SimplyConvert
Single-event injury practices, national mass tort firms, and everything in between.
“Our firm has used SimplyConvert's platform since inception. The platform's development and tools have allowed us to increase our intakes by nearly 1,000%. We also have access to data and analyses that previously couldn't even be considered.”
“Working with Jessie and SimplyConvert has been fantastic. They are responsive, listen to feedback and understand the legal industry. In short, they are everything you would want in a business partner.”
Instant Case Evaluator 
CaseHQ Client Portal & Mobile App 
CaseHQ Client Management System 
Mass Torts 360 (MT360) 
ResolutionHQ 
Mass tort
Personal injury
