Injured people don't wait until Monday — they contact the next firm on the list. CaseLander answers your website leads the moment they arrive, asks the right intake questions, and hands you a clean, qualified summary in real time. In your inbox and in Clio Grow.
Built for solo and small PI firms. Flat monthly price — never per-lead.
A small chat widget on your website greets every visitor instantly. It introduces itself as an automated assistant — no fake humans — and asks about 8 quick intake questions, one at a time, at the visitor's pace.
It gathers what happened, when, where, injuries, treatment, insurance contact, and whether they already have a lawyer. It never gives legal advice or opines on the case — that's enforced in code, not just instructions.
The moment intake completes, a structured summary lands in your inbox and the lead is created in Clio Grow — name, contact info, and the full picture. Anything unusual escalates to a human immediately.
Most AI chat tools bolt compliance on with instructions and hope. CaseLander was designed for law-firm rules from the first line of code.
The assistant cannot assess case merit or value, opine on fault, or discuss deadlines. These aren't prompt suggestions the AI might ignore — hard guardrails in the software decide what can be said and when a lead is qualified.
Every conversation opens with a plain-language disclosure: this is an automated assistant, not a lawyer, and chatting doesn't create an attorney-client relationship. Aligned with bar ethics guidance on AI communications.
If a visitor is in crisis, asks for a person, or anything falls outside intake, the conversation stops and routes to your team. When in doubt, it hands off — it never improvises.
Conversations are used to serve your firm — never to train AI models. Our AI provider (Anthropic) doesn't train on customer data by default. Data handling and retention terms provided in writing.
Compare: live-agent legal chat services commonly charge per chat or per lead, and 24/7 answering services run hundreds per month with human hold times. CaseLander is instant, always on, and the price never moves with your volume.
No — and not because we asked the AI nicely. The software itself blocks advice, case evaluation, and deadline discussion at the code level, and only the code (never the AI) can mark a lead as qualified. If a visitor asks a legal question, the assistant warmly defers it to you, the attorney.
Yes, immediately. The first message — which is fixed in code and can't vary — discloses that it's an automated assistant, not a lawyer, and that chatting doesn't create an attorney-client relationship.
You get an email with a structured summary — what happened, when and where, injuries, treatment, insurance involvement, representation status, and contact details — and the lead is created in your Clio Grow inbox at the same moment. No copy-pasting from transcripts.
The system fails safe. Crisis language, requests for a human, abuse, or anything outside intake ends the automation and routes the conversation to your team with the transcript. It never guesses its way through an unusual situation.
No. Conversations are processed to serve your firm and delivered to you. Our AI provider, Anthropic, does not train models on customer data by default, and we put our data-handling and retention practices in writing for every firm.
Nearly none — that's the point. We install the widget on your site (one small script), configure your firm's details and Clio Grow connection, and test it end-to-end with you. Your job is to answer one question: "was this a good lead?"
A short screen-share: a real intake conversation start to finish, the summary hitting an inbox, and the lead appearing in Clio Grow. No slides marathon, no pressure.
Prefer email? info@caselander.com
* Industry speed-to-lead research consistently shows the large majority of legal consumers retain the first firm to respond. CaseLander qualifies and routes potential clients only — it never provides legal advice or evaluates cases.