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The mass tort playbook
Codify qualification and audit logic, deploy agent-driven validation, and route exceptions cleanly — so clean cases move automatically.
Read the playbook

Mass Tort AI Agents on Salesforce

Intake agents
Audit agents
Turn every lead
into a signed retainer.

Salesforce agents that respond in seconds, verify identity, qualify to the tort, and drive the claimant to a signed retainer.

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Identity verification agent Tort qualification agent Retainer-check agent Records request agent Lien-check agent Intake triage agent Speed-to-lead agent Case audit agent Duplicate-claim agent Sign-up assist agent Identity verification agent Tort qualification agent Retainer-check agent Records request agent Lien-check agent Intake triage agent Speed-to-lead agent Case audit agent Duplicate-claim agent Sign-up assist agent
Built on
Who it’s for

For the firms that turn ad spend into signed retainers.

1

Legal marketing, mass tort

You run the ads, you run the intake, and you deliver signed retainers to the law firms.

2

Volume is the whole game

Hot torts move fast. Every cold lead and every unqualified case is money already spent.

3

Agents in your Salesforce

Not a chatbot bolted on the side — agents that work inside the stack you already run.

Live MDL signal

Recruiting for these torts right now?

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.

NJConsumer
J&J Talcum Powder
Talc powders linked to ovarian cancer and mesothelioma.
SCEnvironmental
Aqueous Film-Forming Foams (AFFF)
PFAS firefighting foam tied to cancer from contaminated water.
ILNConsumer
Hair Relaxer
Chemical relaxers linked to uterine and ovarian cancer.
MNMedical
Bair Hugger Warming Devices
Surgical warming blowers tied to deep joint infections.
FLNPharma
Depo-Provera
Injectable contraceptive linked to meningioma brain tumors.
GANMedical
Paragard IUD
Copper IUD breaks on removal, leaving fragments behind.
PAEPharma
GLP-1 Receptor Agonists
Ozempic-class drugs tied to gastroparesis and bowel blockages.
CANConsumer
Uber Passenger Sexual Assault
Passengers assaulted by inadequately screened drivers.
AZMedical
Bard Implanted Port Catheter
Port catheters fracture and migrate, mostly in cancer patients.
OHNPharma
National Prescription Opiate
Makers and distributors sued over the opioid epidemic.
CANConsumer
Social Media Adolescent Addiction
Addictive platforms blamed for teen depression and self-harm.
MAMedical
Covidien Hernia Mesh
Polyester hernia mesh causing chronic pain and revisions.
NYEMedical
Exactech Orthopedic Implant
Defective packaging caused implants to degrade and fail early.
OHNPharma
Suboxone Film
Sublingual film blamed for severe tooth decay and loss.
NJMedical
Allergan Biocell Breast Implant
Textured implants linked to BIA-ALCL, a rare cancer.
ILNOther
Preterm Infant Nutrition (NEC)
Cow's-milk formula tied to NEC in premature infants.
CANConsumer
Baby Food
Toxic heavy metals tied to childhood neurodevelopmental harm.
ILNPharma
Tepezza Hearing Loss
Thyroid-eye-disease drug linked to permanent hearing loss.
NCWPharma
Gardasil
HPV vaccine claims alleging POTS and autoimmune injury.
CANOther
Roblox Child Sexual Exploitation
Platform alleged to fail protecting children from predators.

Active federal MDL dockets · 20 of 30 in recruitment · updated Jun 2026

Recognise a few? Every name here is a room full of intake your team is racing to keep up with.

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.

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What we build you

Two kinds of agent. One pipeline.

Intake agents win the case. Audit agents protect it. Together they carry a claimant from first click to a clean, delivered file.

Pillar 01 · Top of funnel

Intake agents

Every lead worked the moment it lands — qualified to the tort and driven toward a signed retainer before a competing firm calls back.

First touch → signed retainer
Speed-to-lead in seconds, 24/7
Identity verification
Qualify to the tort’s criteria
Collect records & drive to e-sign
Pillar 02 · Before delivery

Audit agents

Every signed and pending case scored for qualification and completeness — so every case you deliver is clean, qualified and compensable.

Quality gate before case delivery
Score qualification & completeness
Confirm tort criteria & records
Flag duplicates & gaps
A clean, compensable case file
Agent library

The agents you can build.

A starting library across the funnel — we tune, rename and add to it around your exact process.

Speed-to-lead agent

Calls and texts every new lead within seconds, around the clock.

ImpactNo lead goes cold — you win the claimant before the next firm dials.

Identity agent

Verifies the claimant’s identity and contact details on first touch.

ImpactReal, reachable leads — no spend wasted on bad contacts.

Qualification agent

Screens each lead against the tort’s exact criteria — drug, dates, injury.

ImpactOnly qualified claimants advance; staff stop chasing dead leads.

Records agent

Requests and chases the medical and supporting records.

ImpactFiles complete faster, with zero manual follow-up.

Retainer agent

Walks the claimant through e-sign and confirms the signed retainer.

ImpactMore leads converted to signed cases, automatically.

Triage agent

Routes, scores and de-dupes inbound across every channel.

ImpactA clean, prioritized queue — nothing misrouted or doubled.
How we design them

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.

The ROI

Why firms put agents to work.

More signed retainers from the same ad spend — and fewer dollars sunk into cases that were never going to qualify.

Reduce headcount

Agents carry intake and audit volume you’d otherwise staff a room for.

Cut cycle time

Qualification and intake in minutes, not days.

Clear bottlenecks

No lead and no case waits on a person to be free.

Speed-to-lead

Respond in seconds and win the claimant before the next firm.

Higher case quality

Audit catches the junk before it costs you records and time.

Connect your stack

Wire in med-records, e-sign, dialers and external systems.

Audit agent calculator

Is an audit agent worth it?

Drop in your audit volume and cost — see the hours and dollars an audit agent releases every month.

min / case
cases / mo
$ / hr
Auto-resolved: 90% of casesEscalated: 10%Time saved on auto-resolved: 90% of per-case time
Hours released / month
540
32,400 min · 90% of audit load
FTE equivalent
3.4
Assumes 160 productive audit hrs / FTE / mo
Annual hours released
6,480
Reclaimable for exception handling, training, tort launch
Annual ROI · cost savings
$226,800
~$18,900 / month · at $35 / hr fully-loaded
At 5,000 cases / month and 8 minutes / case, agent-driven audit releases ~540 hours per month — roughly 3.4 FTE-equivalents — reclaimable for exception handling and new-tort enablement.
Case study

What agents changed.

Broughton Partners
Professional services · 200 staff
Built onSalesforce Agentforce
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.
Operations Lead
Broughton Partners
18
agents across intake & audit

From first-touch triage to document review, agents now run the operational front line — end to end.

10×
Faster intake
40h
Saved each week
6wk
To live
24/7
Always on
How it works

From your SOPs to a live agent.

Our discovery-to-deploy sprint — learn your process, prove it out, build, test and ship, with sign-off at every gate.

Phase 1 · Discover

Discovery sprint

Map high-value agent opportunities
Audit systems, data & access
Phase 2 · Define

Requirements

Finalise requirements & PRD
Technical feasibility
Client sign-off
Phase 3 · Build

Build & ship

Implementation plan
Build the agent
Ship to production
Phase 4 · Deploy

Deploy & support

Monitor & support
Improve over time
Why us

Not an AI agency. A mass-tort agent partner.

Most shops would need six months to learn what a clean signed case requires. We already built it.

Vertical

Mass tort is all we build here.

Proven

18 agents in production for Broughton Partners.

On your Salesforce

Agents live in your stack, not bolted beside it.

Domain-deep

We built the audit layer — we know a clean signed case.

Proof of work

We wrote the playbook.

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.

Legal marketing · Mass tort

How to build AI agents for mass tort case qualification & audit.

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.

Built onSalesforce Agentforce
11chapters
Intake scales exponentially. Audit capacity scales linearly with headcount. The gap between them is where margin goes to die.
The qualification & delivery pipeline
AcquisitionIntakeQualificationVerificationAuditScoringDelivery
What's inside
1Current limitations
2Audit is the limit
3The mass tort pipeline
4Where audit breaks
5Agent-driven audit
6The playbook
7Our process
8ROI calculator
9AI competitive advantage
10AI agent readiness
11How to get started
Full methodology · ROI calculator · Readiness checklist
Read the playbook
How to start

Two ways to build.

Cover your whole book, or go deep on the one tort you’re scaling right now.

Most popular
All-torts agent suite

An intake + audit agent layer that runs across every tort you handle.

Works across all your active torts
One Salesforce build, reused as new torts go hot
Per-tort qualification rules, centrally managed
Best economics at volume
Book a discovery call
Tort-specific agents

A focused agent build for the single hot tort you’re scaling now.

Purpose-built for one tort
Fastest path to a first agent live
Tuned to that tort’s exact criteria
Expand to more torts when you’re ready
Book a discovery call

Questions, answered.

Do the agents run inside our Salesforce?

Yes — native to your CRM and stack. The work and the data stay where your team already runs.

How fast does the first agent go live?

Our discovery-to-deploy sprint puts a first agent in production in a matter of weeks, with your sign-off at every gate.

Claude or Salesforce / Agentforce?

We build where the work lives — Salesforce-native — with Claude-grade reasoning wherever a decision needs real judgment.

Can agents connect to our other tools?

Yes — medical records, e-sign, dialers and external systems wire straight in.

Who owns what you build?

You do. Every agent we build for you is yours.

Get in touch

Spending on a hot tort right now?

Let's talk about what your intake is leaving on the table — and the first agent we'd ship.

Book a discovery call