Instant Case Evaluator Turn your prospects into qualified, signed clients 24/7.
The Instant Case Evaluator engages prospective clients the moment they reach your firm’s website, evaluates them against your case criteria, and moves qualified individuals from first question to signed client, automatically.
Your Law Firm
Virtual Legal Assistant
Potential Client
potentialclient@gmail.com
Illinois
How it works
From first question to signed client, automatically
Four steps give prospective clients an answer and a clear next step, while your team gets a verified client and a case file already in progress.
- 01
The conversation starts
A visitor arrives with a question, not a case. The conversation opens in your firm's voice and the user is taken through a series of questions.
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. - 02
The case gets evaluated
Answers check against your criteria in real time. They find out where they stand in the same session, not on a callback.
You may have a caseAnswers check against your criteria in this session.
Injury YesSeen a doctor YesQualified: Motor vehicle accident - 03
The client signs
Qualified clients verify their identity, receive the retainer, and sign. Everyone else is declined respectfully, with their details captured.
Retainer sentRetainer signed
Motor vehicle accident
Contingency fee agreement.pdf
Awaiting signatureSigned in this conversation
Identity verified. Signature is on the case. - 04
The client record is already built
Every answer becomes structured client and case data. For firms using CaseHQ, that information flows directly into the client record with the full evaluation attached, no re-keying required.
Contract PendingSignedCASE-2841
Rosa Delgado
LitigationMotor vehicle accidentSourceWebsite chatbotFull evaluation attached. No re-keying required.
Capabilities
Capture more cases, sign them faster, and prioritize your caseload
Give prospective clients a faster path to answers while your team spends less time screening leads.
-
People don’t decide to look for a lawyer only during business hours. They decide at midnight, after a frustrating call with an adjuster, or on a Sunday. Instant Case Evaluator responds when they’re ready, not when your office reopens.
- 24/7 engagement: Start the conversation the moment a prospective client is ready.
- Built around your firm: Use your branding, messaging, video, and voice.
- Capture every opportunity: Retain contact information even when someone doesn’t complete the evaluation.
-
Qualification is the middle of the job, not the end. Once someone meets your criteria, the Instant Case Evaluator verifies that they have provided accurate contact information, presents your retainer, and captures the signature in the same conversation. Automated follow-up keeps things moving for those who need more time, while signed clients hear from your firm right away.
- Retainers in the conversation: Present and sign agreements without interrupting the intake experience.
- Identity verification: A one-time code confirms the phone number or email actually works, and that the person answering is the one signing.
- Automated follow-up: Use litigation-specific drip campaigns to answer questions and keep potential clients moving.
- Personalized welcome: Send a letter or video from your firm as soon as a client signs.
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Better intake systems benefit everyone. Prospective clients get answers sooner, while your team can focus its time on the people and cases your firm is best positioned to help.
- Automatic declines: Filter cases outside your criteria while retaining their contact information.
- Instant alerts: Notify your team by email or text as soon as a case qualifies.
- Case ranking: Start outreach with the best-fit cases instead of simply the newest.
- Automated referrals: Route cases based on state or litigation rules, with duplicate and dual-representation checks.
Your Law Firm
Virtual Legal Assistant
Retainer ready to sign
Your Law Firm · Motor vehicle accident
Document
Contingency fee agreement.pdf
Sent inside this conversation · 4 pages
Signature lands on the case. CaseHQ Client Portal takes the next steps.
Retainer signed
Your Law Firm · Motor vehicle accident
Document
Contingency fee agreement.pdf
Signed in this conversation · 4 pages
Signature lands on the case. CaseHQ Client Portal takes the next steps.
Case criteria built by litigation leaders
200+
Litigation and practice areas, maintained and updated in real time.
A generic chatbot collects information. The Instant Case Evaluator evaluates the case. The criteria behind Instant Case Evaluator are developed and maintained by litigation leaders who understand the questions that determine whether a claim belongs in your caseload.
Criteria updates as litigations develop. A new one goes live in minutes rather than weeks, and when criteria changes mid-litigation you can re-screen everyone that previously did not qualify.
Utilize our default attorney-created criteria or customize them to meet your firm's needs.
Better data in, more qualified cases out.
Before your team invests time in a prospective client, the Instant Case Evaluator can authenticate contact information, identify duplicates, apply critical date criteria, and track exactly where the case came from.
Client Authentication
Email and phone are verified before a contract is presented, so you know the person is real and you can still reach them a year from now.
Duplicate Check
Cases already in your inventory or a partner firm's are flagged in real time, so you keep your data clean.
Statute of Limitations
Date-based criteria you set are screened before a contract goes out, and anything out of range is held for your team to review.
Lead Source Validation
Conversions report through Google Analytics and Meta automatically, so you see which campaigns produce signed cases.
Meet clients where they already are
The same evaluation, delivered five ways. Run one or run all of them.
Chatbot
Put criteria-driven intake on any page of your website. Instant Case Evaluator asks the right questions, evaluates the case in real time, and can move qualified prospects directly to retainer.
Your Law Firm
Virtual Legal Assistant
Make it look and sound like your firm
Clients should feel like they are talking to your firm, because they are. Build your own theme or start from a prebuilt one, then change it whenever you want: in real time, across every live page, without a developer.
Theme
Invitation Settings
Background color
Headline color
Button #1 color
Header background color
Your Law Firm
Your Law Firm
Virtual Legal Assistant
Match your firm's brand
Customize the look with matching colors, button styles, fonts, and imagery built around your firm, previewed as you change them.
Make it personal and engaging
Introduce your firm with an attorney engagement video, and conversation starters written in your firm's voice.
Justice for you
Your Law
Firm
If you've been injured, our law firm will fight for the justice you deserve.
Your Law Firm
Virtual Legal Assistant
Layout and sizing fit to your firm's personality
Phone-style, side rail, modal, or inline, with pop-up rules controlling where and when it appears.
Built for how plaintiff firms acquire clients
Different acquisition models, one criteria-driven way to engage, qualify, and convert prospective clients.
Mass tort
Launch criteria-driven intake for new litigations quickly, qualify high volumes of leads consistently, and adapt as case criteria is updated.
Personal injury
Engage prospective clients 24/7, consistently evaluate every opportunity, and give your team qualified, signed clients.
Legal advertisers
Go beyond generating leads. Deliver law firms verified, signed clients using consistent case criteria across every campaign.
What firms ask before choosing SimplyConvert's Instant Case Evaluator
Frequently asked questions that come up in almost every evaluation.
Still have a question?
See it run with the criteria your firm actually uses, from the first question to a signed client.
Does this replace our intake team? +
No. Instant Case Evaluator automates the repetitive parts of early intake: asking consistent qualifying questions, applying predefined criteria, and capturing structured information. Your team still builds the relationship, evaluates exceptions, and makes the decisions that require human judgment. They simply start with better information and better-qualified opportunities.
Can our own intake staff use it? +
Yes, and many firms consider that the main reason to buy it. The call center interface puts the same criteria in front of your specialists while they are on the phone, so a manual intake and an automated one produce the same structured record in the same dashboard.
How does this fit with the process we already have? +
It sits at the front of it. Leads arrive already screened and often already signed, with their answers attached, and firms typically keep their existing phone intake, call center, and follow-up exactly as they are.
How fast can we go live on a new litigation? +
Criteria already exist for more than 200 litigations and practice areas, and SimplyConvert configures the conversation with you. Most firms are running within days, and adding a litigation using existing criteria takes minutes.
Can we use our own case criteria? +
Yes. Use SimplyConvert's attorney-built criteria, load your firm's own, or start from ours and edit. Criteria update in real time across live campaigns, so a change in settlement criteria does not require rebuilding anything.
What happens to the people we can't help? +
They get a clear, respectful answer instead of silence, their contact information is captured, and they can opt in to hear from you if your criteria change later. Your rules can also refer them to a partner firm automatically, with duplicate and dual-representation checks running in real time.
What features are included? +
Instant Case Evaluator can support everything from branded lead capture and criteria-based evaluation to automated contracts, authentication, referrals, and conversational landing pages. We will help you select the configuration that fits your intake process.
Will it look like our firm? +
Fully. Colors, layout, button styles, icons, images, video, and placement are all configurable, and different flows can run on different pages.
Trusted by plaintiff firms like yours
“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.”
Tyler Schneider
Partner, TorHoerman Law LLC
“If you guys have not worked with Simply Convert for internal leads, it is worth exploring. It is an AI tool that will take a client from web chat through signed contract and our conversion rate is amazing.”
Matt Dolman
Managing Partner, Dolman Law Group Accident Injury Lawyers, PA
“Streamlining our intake process with SimplyConvert has allowed us to auto-retain more clients per month without significantly increasing the administrative burden on our team, so we can focus on providing quality legal representation to our clients.”
Sean T. Keith
Attorney and Owner, Keith Law Group
See it run with your own case criteria
Discover how SimplyConvert's Instant Case Evaluator would engage, evaluate, and convert prospective clients using the criteria your firm actually uses.