CaseGen

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CaseGen is a Legal & Compliance tool that provides AI-powered answering services for law firms. It offers 24/7 virtual AI agents for intake, lead follow-up, and medical coordination, helping law firms capture every lead and streamline operations.

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At a glance

Pricing

Paid

Free tier

API

Skill level

Non-technical

About

What is CaseGen?

CaseGen is an AI communication platform specifically designed for law firms, offering 24/7 AI-powered answering, intake, and medical coordination services. It features virtual AI agents like Justina for intake management, Justin for lead outreach and follow-up, and Maya for medical coordination, ensuring no lead is missed and cases progress efficiently. The platform handles all call types, from new leads to existing clients, and integrates with popular legal software. CaseGen aims to reduce overhead, increase conversion rates, and provide consistent, high-quality client interactions, allowing legal teams to focus on core legal work.

Best used for

Ideal for law firms, especially personal injury practices, who need to automate client intake, ensure persistent lead follow-up, and efficiently coordinate medical treatment. Especially valuable for reducing overhead and increasing conversion rates by providing 24/7 AI support.

Common actions

automate client intake

manage legal leads

coordinate medical treatment

streamline law firm operations

Capabilities

Key features

24/7 AI intake
Lead follow-up
Medical coordination
Real-time transcripts
Call playback
CRM integrations

Target Audience

lawyer

Integrations

filevinecliozapiergoogle-sheetscalendlylaw-paypractice-panthersmokeball+ 3 more

Pricing & Plans

Paid

Not publicly disclosed. Check casegen.ai for current pricing.

FAQs

What is the difference between CaseGen's AI receptionist and AI intake agent?

An AI receptionist routes calls and takes messages, while an AI intake agent conducts a full legal intake, asking structured, attorney-level questions to qualify leads and capture critical data for your CRM or case management system.

Can CaseGen replace my existing intake and medical coordination staff?

For many firms, CaseGen can replace most or all phone tasks typically handled by in-house intake and medical coordinators. Its AI agents operate 24/7, handling new calls, lead follow-ups, and medical treatment tracking, reducing overhead and increasing efficiency.

How does CaseGen handle callers who insist on speaking with a human?

CaseGen's AI agents are designed to sound natural, but smart guardrails are built-in. If a caller insists on speaking with a human, the system performs a live transfer to your team, ensuring no potential client is lost due to AI interaction preferences.

What kind of software integrations does CaseGen offer?

CaseGen integrates with a wide range of legal and business software, including Filevine, Clio, Zapier, Google Sheets, Calendly, Law Pay, Practice Panther, Smokeball, MyCase, Lawmatics, and 8am. This allows for seamless data flow and workflow automation.

Why does CaseGen use more expensive LLM models?

CaseGen uses more expensive LLM models because legal work requires advanced reasoning, not just script reading. Lower-priced models often fail to handle complex "if/then" logic during live calls, which can lead to lost leads and poor client experiences.

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