Personal Injury Intake Software ForFaster Lead Qualification
Caisely is the intake, lead management, and smart document analysis engine built for fast-moving firms. Capture every lead, qualify and prioritize in real time, follow up automatically until there's an outcome, then sync qualified leads straight into the CRM you already use.
Built for PI intake teams that need speed, consistency, and a complete timeline from first touch to decision.
Caisely captures and qualifies leads, then syncs them straight into the system you already use — no rip-and-replace.
A simple intake flow from lead source to qualified lead
Caisely pulls leads from vendors, referrals, web forms, and ads into one intake pipeline. Qualify fast, follow up automatically, and collect documents in one place. When a lead is approved, sync it straight to your CRM with the full intake context attached.
Fix the lead intake gaps that make good cases go cold
Most firms are not short on leads. They are short on a reliable intake process that works across shifts, channels, and team members. Caisely closes the gaps with prioritization, automated follow-up, and a single timeline from first touch to decision.
After-hours lead drop-off
When intake slows down after hours, cases slip away before anyone responds. Caisely keeps leads moving from first contact to a clear outcome.
Wrong leads first
Your best cases should not wait behind low-quality leads. Scoring and timers surface the leads that need attention first.
Follow-up gaps
"I thought someone else called them" is how good cases disappear. Caisely gives you ownership and a complete touchpoint history per lead.
Unclear ROI by source
If you cannot tie sources to outcomes, you cannot scale what works. Caisely captures attribution and connects it to what happened next.
Collect every document without chasing your leads
Caisely sends each lead a secure link — no login — and asks for exactly the documents you need. It tracks what's in, what's missing, and follows up automatically until the file is complete.
- Send a secure request by email or text — no client login
- Pre-built templates: ID, insurance, police report, medical records
- Automatic reminders until every document is received
- Received
Driver's license
Received · 2h ago
- Received
Insurance card
Received · 1d ago
- Requested
Police report
Reminder sent 2d ago
- Awaiting
Medical records
Awaiting
Caisely reads the documents and flags what matters
Upload police reports, medical records, MRIs, and insurance docs. Caisely surfaces the money opportunities and risks your team would otherwise miss — and every flag cites the document it came from.
- Reads police reports, medical records, MRIs, and insurance
- Surfaces high-value opportunities and downside risks
- Every flag links back to its source document
Multiple defendants detected, but insurance coverage may be incomplete
MRI shows a severe finding with no follow-up documented
Citation status appears contradictory across records
Respond faster to every new lead
Centralize leads in one intake pipeline and automate follow-up so prospects hear back quickly, stay engaged, and move to a clear next step.
Request DemoLead intake features that help firms qualify faster and follow up consistently
Caisely is built for the lead phase, before a matter ever reaches your CRM: capture the lead, prioritize it, follow up until there's a decision, then hand it off cleanly or transfer it out with a record you can trust.
Lead priority scoring
Prioritize the best leads first, with timers that flag when high-value leads are about to go cold.
Automatic follow-up
Multi-channel follow-up that engages new leads fast and keeps working them until an outcome is reached.
One-page lead view
Everything you need to approve or reject a lead on one screen, so decisions don't stall across tabs.
Source performance
Track performance by channel and vendor with source capture tied to intake outcomes, so you know what is actually working.
Easy lead transfers
When it's not a fit, transfer the lead with an auditable workflow that documents the handoff and keeps the trail intact.