Frequently Asked Questions
Clear, direct answers to the most common questions from law firm partners.
How does this integrate with our existing Case Management Software?
Our system is designed for seamless integration. We have native connections with most major legal CMS platforms (Clio, MyCase, Filevine, etc.) and can build custom integrations for proprietary systems. Data from qualified leads is automatically and securely passed to your existing software, eliminating manual data entry.
Is the system and data handling HIPAA compliant?
Yes. Our Growth Engine and Dominance Engine plans are fully HIPAA compliant. We adhere to all required physical, network, and process security measures to ensure the confidentiality and security of protected health information (PHI).
What is the onboarding process like?
Our onboarding is a structured, white-glove process. You'll be assigned a dedicated onboarding specialist who will conduct the initial intake analysis, configure your AI agent and workflows, and manage the technical integration. We handle the entire setup to ensure a smooth launch with zero disruption to your firm's operations.
What kind of ROI can we realistically expect?
While results vary based on lead volume and case value, our primary goal is to deliver a significant, measurable return on your investment. By capturing leads you're currently missing and qualifying them more efficiently, our clients typically see a dramatic reduction in their cost-per-case-acquisition and a substantial increase in their overall case volume. We will build a custom ROI projection for your firm during your Growth Strategy Call.