Mass Tort AI Agents on Salesforce
into a signed retainer.
Salesforce agents that respond in seconds, verify identity, qualify to the tort, and drive the claimant to a signed retainer.
Book discovery call →Ad spend
Your campaigns pour leads into the top of the funnel — fast, and at volume.
Intake agents
Every lead worked the instant it lands — qualified to the tort and driven toward a signed retainer.
Audit agents
Every signed and pending case scored for completeness — so it’s clean and compensable.
Law firms
Qualified, audited, signed files handed off to the firms — ready to litigate.
For the firms that turn ad spend into signed retainers.
Legal marketing, mass tort
You run the ads, you run the intake, and you deliver signed retainers to the law firms.
Volume is the whole game
Hot torts move fast. Every cold lead and every unqualified case is money already spent.
Agents in your Salesforce
Not a chatbot bolted on the side — agents that work inside the stack you already run.
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.
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.
Book a discovery call →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.
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.
Audit agents
Every signed and pending case scored for qualification and completeness — so every case you deliver is clean, qualified and compensable.
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.
Identity agent
Verifies the claimant’s identity and contact details on first touch.
Qualification agent
Screens each lead against the tort’s exact criteria — drug, dates, injury.
Records agent
Requests and chases the medical and supporting records.
Retainer agent
Walks the claimant through e-sign and confirms the signed retainer.
Triage agent
Routes, scores and de-dupes inbound across every channel.
Qualification audit
Re-scores every signed case against the tort criteria.
Completeness agent
Checks each file for missing records, signatures and data.
Duplicate agent
Flags duplicate and conflicting claims across your whole book.
Lien-check agent
Surfaces liens and prior settlements on each claimant.
Compliance agent
Validates each case against the firm’s delivery standards.
Delivery agent
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.
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.
Is an audit agent worth it?
Drop in your audit volume and cost — see the hours and dollars an audit agent releases every month.
What agents changed.
I’ve been fortunate to work with Adrian at Broughton Partners for the past year. We brought him in as our Fractional Product Lead for AI Agents, through his product and design studio, Impact Velocity Studio, to help drive our AI and automation initiative.
In that time, Adrian led the product discovery, strategy, design, and delivery of 18 custom AI agents across our operation and helped us streamline our case delivery and audit process end to end. The impact has been real: meaningful manual work taken off our team, more consistent output, and he’s helped drive our AI initiatives forward.
Beyond the build, Adrian has a knack for aligning stakeholders and getting everyone on the same page, paired with a keen attention to detail that keeps complex work organized for the development team. His communication and creativity have lifted the quality of our projects across the board.
I’d recommend Adrian to any team looking to get an AI or product initiative organized, on track, and actually shipped. And thank you, Adrian, for caring about our mission and treating these projects like they were your own.
From first-touch triage to document review and case delivery, agents now run the operational front line — end to end.
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.
Discovery sprint
Requirements
Build & ship
Deploy & support
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.
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.
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.
Intake scales exponentially. Audit capacity scales linearly with headcount. The gap between them is where margin goes to die.
Two ways to build.
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.
Four weeks, week by week.
Exactly what happens across the discovery sprint — from your SOPs to the go / no-go on build.
Onboarding & goals
Discovery & interviews
Opportunity map & AI spec
Review & decision
Start with discovery. Build when the ROI is right.
A fixed-price discovery sprint validates the agent and produces a leadership-ready blueprint. Approve it, and we move into a scoped build.
AI Implementation & Agent Discovery Sprint
- Process & data architecture map
- Decision-tree logic design
- Leadership-ready AI product requirement spec
- Autonomous deployment blueprint
- Agent opportunity shortlist
- ROI & impact model
Agent Build & Deployment
- Production-ready AI agents
- Fully tested & deployed
- Managed on Salesforce or Claude
- Handover + documentation
- Lives inside your stack
- Team training & adoption
We still run the discovery and spec it out.
Salesforce and Litify are where most mass tort intake lives, so they’re our default — but they’re not a requirement. On Filevine, SmartAdvocate, CASEpeer, Neos, or a custom build? We still run the discovery, spec the agents within your systems, and hand you a custom implementation plan built for your stack.
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?
Both — and we manage the agents on whichever fits. Intake and CRM-native work runs on Salesforce / Agentforce; document- and judgment-heavy work (qualification, records, completeness audits) runs on Claude. We build where the work lives.
Can agents connect to our other tools?
Yes — medical records, e-sign, dialers and external systems wire straight in.
Do we have to build with you?
No. The discovery sprint stands on its own — you walk away with a roadmap and a spec you own. Build with us, build internally, or take the plan to another partner. There’s no commitment to a build to get value from the discovery.
Who owns what you build?
You do. Every agent we build for you is yours.
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.