Salesforce agents that respond in seconds, verify identity, qualify to the tort, and drive the claimant to a signed retainer.
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You run the ads, you run the intake, and you deliver signed retainers to the law firms.
Hot torts move fast. Every cold lead and every unqualified case is money already spent.
Not a chatbot bolted on the side — agents that work inside the stack you already run.
A live slice of the federal MDL dockets in active claimant recruitment today. If your firm is spending against any of these, this is the exact volume our agents are built to carry.
Active federal MDL dockets · 20 of 30 in recruitment · updated Jun 2026
Our agents run that volume natively inside your Salesforce — more signed retainers from the same ad spend, fewer good cases lost to a slow queue, and a leaner team carrying a bigger docket.
Book a discovery call →Intake agents win the case. Audit agents protect it. Together they carry a claimant from first click to a clean, delivered file.
Every lead worked the moment it lands — qualified to the tort and driven toward a signed retainer before a competing firm calls back.
Every signed and pending case scored for qualification and completeness — so every case you deliver is clean, qualified and compensable.
A starting library across the funnel — we tune, rename and add to it around your exact process.
Calls and texts every new lead within seconds, around the clock.
Verifies the claimant’s identity and contact details on first touch.
Screens each lead against the tort’s exact criteria — drug, dates, injury.
Requests and chases the medical and supporting records.
Walks the claimant through e-sign and confirms the signed retainer.
Routes, scores and de-dupes inbound across every channel.
Re-scores every signed case against the tort criteria.
Checks each file for missing records, signatures and data.
Flags duplicate and conflicting claims across your whole book.
Surfaces liens and prior settlements on each claimant.
Validates each case against the firm’s delivery standards.
Packages and hands clean, qualified cases to the law firm.
We map your manual process end to end, spec an agent for each step that drains your team, then build, name and ship them into your Salesforce.
More signed retainers from the same ad spend — and fewer dollars sunk into cases that were never going to qualify.
Agents carry intake and audit volume you’d otherwise staff a room for.
Qualification and intake in minutes, not days.
No lead and no case waits on a person to be free.
Respond in seconds and win the claimant before the next firm.
Audit catches the junk before it costs you records and time.
Wire in med-records, e-sign, dialers and external systems.
Drop in your audit volume and cost — see the hours and dollars an audit agent releases every month.
We were drowning in manual intake. The agents now handle the first pass on everything — our team finally spends its time on the work that matters, not the queue.
From first-touch triage to document review, agents now run the operational front line — end to end.
Our discovery-to-deploy sprint — learn your process, prove it out, build, test and ship, with sign-off at every gate.
Most shops would need six months to learn what a clean signed case requires. We already built it.
Mass tort is all we build here.
18 agents in production for Broughton Partners.
Agents live in your stack, not bolted beside it.
We built the audit layer — we know a clean signed case.
When a legal-marketing firm needed to scale case qualification, we mapped the whole operation and wrote the definitive playbook on agent-driven audit — built on Salesforce.
We didn't just build the agents. We mapped the whole intake-to-delivery operation, found where it breaks, and wrote the playbook for fixing it with agents.

Intake scales exponentially. Audit capacity scales linearly with headcount. The gap between them is where margin goes to die.
Cover your whole book, or go deep on the one tort you’re scaling right now.
An intake + audit agent layer that runs across every tort you handle.
A focused agent build for the single hot tort you’re scaling now.
Yes — native to your CRM and stack. The work and the data stay where your team already runs.
Our discovery-to-deploy sprint puts a first agent in production in a matter of weeks, with your sign-off at every gate.
We build where the work lives — Salesforce-native — with Claude-grade reasoning wherever a decision needs real judgment.
Yes — medical records, e-sign, dialers and external systems wire straight in.
You do. Every agent we build for you is yours.
Let's talk about what your intake is leaving on the table — and the first agent we'd ship.