CaseGen
CaseGen deploys three specialized AI agents to automate intake and receptionist workflows for personal injury and plaintiff-side law firms. Justina handles 24/7 inbound call answering, lead qualification, and full case intake; Justin pursues persistent follow-up on unconverted prospects; Maya coordinates medical provider outreach and treatment tracking. The platform generates call transcripts and intake summaries, routes high-value leads to live staff in real time, and blocks spam calls. Native integrations with Clio, Filevine, MyCase, Practice Panther, and Smokeball enable direct case data routing into practice management systems, eliminating manual data entry. Agencies serving law firms can resell CaseGen as a retainer-based alternative to traditional answering services, capturing cases that would otherwise be missed due to call volume or after-hours unavailability.
CaseGen is an AI voice agent, integrating with Filevine, Clio, Zapier, and Google Sheets. InnovaAI scores it 5.5/10 for agency resale.
Agency Audit
CaseGen is a specialized AI receptionist and intake platform for personal injury and plaintiff-side law firms, handling 24/7 call answering, lead qualification, case intake, and medical provider follow-up through three AI agents (Justina for intake, Justin for outreach, Maya for medical coordination). Agencies serving law firms can resell CaseGen as a retainer service to replace traditional answering services, capturing missed cases and automating intake workflows. The platform integrates with major legal practice management systems (Clio, Filevine, MyCase, Practice Panther, Smokeball) and supports intelligent call routing and spam filtering. Best suited for legal marketing agencies or law firm consultants with 5+ PI firm clients seeking to add a high-touch intake automation offering to their service stack.
5.5/10
Depends on volume
2d 1-2 days
- Your agency serves personal injury law firms and can position CaseGen as a 24/7 intake replacement for traditional answering services, bundling it into a retainer.
- You have 5+ law firm clients currently losing leads to missed calls or inconsistent intake quality, and want to offer a measurable improvement without hiring staff.
- Your clients use Clio, Filevine, or MyCase and need seamless case data routing from intake calls directly into their practice management system.
- Your agency serves non-legal verticals (e-commerce, SaaS, healthcare, real estate), as CaseGen is built exclusively for law firms and will not adapt to other intake workflows.
- Your law firm clients require HIPAA compliance or strict healthcare data handling, as CaseGen's compliance certifications are not documented in available materials.
- You need full white-label branding for client-facing call experiences, since CaseGen agents present the CaseGen brand during calls and intake interactions.
Profit Path
Contact for quote
$600–$1.5K/project
Setup Fee
From 242 published agency rates in USA, 25th to 75th percentile x 20h of assumed delivery time. Rates are self-reported directory profiles, not observed transactions.
Platform Features
Core capabilities of CaseGen
24/7 AI Receptionist (Justina)
Answers inbound calls instantly, blocks spam, completes full case intakes, and handles existing client inquiries without human intervention. Transfers high-value leads to live team members in real time, ensuring no case slips through due to after-hours or weekend call volume.
Persistent Lead Follow-Up (Justin)
Automatically follows up with prospects who did not convert on first contact, collecting critical case details and pushing intakes toward closure. Can initiate outbound calls directly to leads, functioning as a dedicated closer available 24/7.
Medical Provider Coordination (Maya)
Tracks treatment progress by contacting medical providers and clients, ensuring law firms stay informed on client care status. Reduces manual follow-up burden and strengthens case documentation for settlement or trial preparation.
Intelligent Call Routing and Spam Filtering
Routes qualified leads to appropriate team members based on case type and availability, while filtering unwanted calls. Reduces noise and ensures live staff focus only on actionable intake opportunities.
Case Intake Summaries and Transcripts
Generates automated call summaries and full transcripts from AI-conducted intakes, capturing all case details in a searchable format. Eliminates manual note-taking and ensures consistency across all intake interactions.
Multi-Platform Practice Management Integration
Connects natively with Clio, Filevine, MyCase, Practice Panther, and Smokeball, routing intake data directly into clients' case management systems. Also supports Zapier for custom workflows and Google Sheets for data export.
What Makes CaseGen Different
Unique advantages vs similar tools in this niche
Built by a practicing attorney and legal marketing expert
vs Generic AI voice agents or answering servicesCaseGen's intake questions are based on actual client calls and thousands of reviewed intakes, not generic scripts.
Dedicated AI agents for intake, outreach, and medical coordination
vs Single-purpose answering services or basic AI receptionistsThree specialized agents (Justina, Justin, Maya) handle distinct workflows: intake, follow-up, and treatment tracking.
Deep legal-specific training for personal injury workflows
vs Generic voice AI platforms like RingCentral AI or Smith AICaseGen is built specifically for law firms, asking structured questions about incident date, injury type, treatment history, and insurance.
Value Equation
Outcome-likelihood-time-effort assessment for CaseGen
Value math requires real pricing
The Value Equation (dream outcome × likelihood ÷ time × effort) feeds directly into ROI math. CaseGen has no published pricing, so we hold this section until real numbers are available.
Contact CaseGenPricing
Platform cost for CaseGen
Custom pricing
CaseGen uses custom/enterprise pricing: rates aren't published publicly. Contact their team directly for a quote.
Contact CaseGenMarket Intelligence
Offer + scale economics for CaseGen
Offer economics require real pricing
Offer economics, scale projections, and margin potential all depend on CaseGen's actual platform cost. Once pricing is published or shared with your agency, we'll compute the full breakdown here.
Contact CaseGenInvestment Decision Framework
Strategic vetting analysis for CaseGen
Consider
Favorable fit, worth a closer look
Buy If
4You want to add a recurring revenue service with minimal operational overhead, since CaseGen handles the AI agent training and call handling entirely.
Your agency serves personal injury law firms and can position CaseGen as a 24/7 intake replacement for traditional answering services, bundling it into a retainer.
You have 5+ law firm clients currently losing leads to missed calls or inconsistent intake quality, and want to offer a measurable improvement without hiring staff.
Your clients use Clio, Filevine, or MyCase and need seamless case data routing from intake calls directly into their practice management system.
Skip If
4Your agency serves non-legal verticals (e-commerce, SaaS, healthcare, real estate), as CaseGen is built exclusively for law firms and will not adapt to other intake workflows.
Your law firm clients require HIPAA compliance or strict healthcare data handling, as CaseGen's compliance certifications are not documented in available materials.
You need full white-label branding for client-facing call experiences, since CaseGen agents present the CaseGen brand during calls and intake interactions.
Your clients operate on a fixed-fee or project basis and cannot commit to monthly retainers, as CaseGen is a subscription service with no one-time licensing option.
Bottom Line
CaseGen is a specialized AI receptionist and intake platform for personal injury and plaintiff-side law firms, handling 24/7 call answering, lead qualification, case intake, and medical provider follow-up through three AI agents (Justina for intake, Justin for outreach, Maya for medical coordination). Agencies serving law firms can resell CaseGen as a retainer service to replace traditional answering services, capturing missed cases and automating intake workflows. The platform integrates with major legal practice management systems (Clio, Filevine, MyCase, Practice Panther, Smokeball) and supports intelligent call routing and spam filtering. Best suited for legal marketing agencies or law firm consultants with 5+ PI firm clients seeking to add a high-touch intake automation offering to their service stack.
Reality Check
CaseGen is purpose-built for law firms only, limiting resale applicability to legal verticals. Agencies cannot white-label the platform for non-legal clients, and the AI agents are trained specifically on legal intake workflows, making cross-industry adaptation impractical.
Low effort: self-service setup with guided onboarding
Academy for CaseGen
Work through it in order: the course for this service first, then the modules behind it.
No Academy modules are published for this service yet. Browse the full Academy
Why this category matters
The commercial case before the tooling.
Core concepts
The mental model you need to price and scope the work.
- Post-Deployment Labor FloorConcept
Every voice agent deployment leaves a labor floor: the calls, escalations, and corrections that still need a person. The framework asks agencies to measure that floor before pricing a retainer, because the floor, not the license fee, decides whether the account is profitable. Start with real call samples: count how many calls the agent resolves end-to-end, how many escalate, and how many need a human to fix a booking or a misread intent. Trillet's identity verification and live-system actions raise the automation ceiling in regulated work, but a wrong payment action still lands on someone's desk. Ruby and Abby keep humans in the loop by design, so their floor is visible in the invoice; white-label platforms hide it until month two. Forrester's finding that 83% of B2C marketers already use AI agents means clients compare your offer against a baseline, so quote the floor explicitly or absorb it silently.
- Escalation Accuracy CeilingConcept
Escalation accuracy is the share of calls a voice agent routes to a human at the right moment, neither too early nor too late. It sets the ceiling on what an agency can charge, because every misrouted call becomes a client-visible failure that erodes trust faster than any latency or voice-quality issue. A 92% containment rate sounds strong until the 8% that should have escalated includes a billing dispute or a clinical question. Trillet verifies caller identity and executes actions in live systems with a full audit trail, which is the kind of control that makes escalation rules defensible in regulated accounts. Agencies should price a voice retainer only after sampling 50 to 100 real calls and measuring both false escalations (wasted human minutes) and missed escalations (client risk). The gap between those two numbers is the actual margin and the actual liability.
- Consent Surface MappingConcept
Consent Surface Mapping treats every jurisdiction, call-recording rule, and disclosure requirement as a boundary that shrinks or expands where an AI voice agent can actually run. Agencies that map the consent surface before scoping a retainer avoid the common failure of deploying a working agent into a state or vertical where recording without disclosure is illegal, forcing a rebuild after the client has already seen a demo. The framework has three layers: jurisdiction (two-party consent states, GDPR, TCPA), vertical (healthcare, legal, financial), and channel (inbound vs outbound, live vs voicemail). Trillet's identity verification and audit trail exist precisely because regulated industries require provable consent at each layer. A concrete example: an agency pitching a missed-call follow-up agent to a dental group must confirm HIPAA handling and state recording rules before quoting, or the first live call becomes a liability event rather than a lead recovery win.
Decision and risk
How to judge the fit, and the ways it goes wrong.
- Voice Agent Rule: Price After Call Samples, Not After DemosEvaluation Rule
Collect at least 50 real recorded calls from the client's own phone line, run them through the candidate platform, and price the retainer only from measured containment, escalation accuracy, and per-minute usage cost.
- When Call Volume Is Under 200 a Month, Fix the Phone Process Before Buying a Voice AgentEvaluation Rule
Measure missed-call revenue and handoff failure rate first, and only deploy a voice agent when the recovered value per month exceeds the platform fee plus the labor hours the client must still staff.
- AI Voice Agent Decision: White-Label Platform vs Single-Client BuildDecision Framework
IF an agency expects to run voice agents for three or more client accounts within two quarters, THEN a white-label platform (Synthflow, ConvoCore, Autocalls, Trillet) amortizes setup across retainers and keeps the brand in the agency's name. IF the agency has one anchor client with a narrow call flow and no resale ambition, THEN a single-client build on conversational infrastructure (Vapi, Retell AI, LiveKit) avoids platform margin and gives full control of latency and escalation rules.
- The Demo-Call Trap: Why AI Voice Agent Pilots Stall Before Retainer RenewalFailure Pattern
- The Minutes-Only Trap: Why AI Voice Agent Retainers Collapse When Nobody Owns the Escalation PathFailure Pattern
Delivery system
Blueprints and procedures for running it as a service.
- Missed-Call Recovery Voice Agent Offer (10-14 days)Implementation Blueprint
A productized deployment that puts an AI voice agent on the client's inbound line to answer, qualify, and book calls that currently ring out, with escalation rules written into the flow. Priced only after real call samples, latency, and consent requirements are measured.
- Call Sample Audit Before Retainer Pricing (Onboarding)Operating Procedure
- Escalation Boundary Mapping (Onboarding)Operating Procedure
- Missed-Call Recovery Handoff (Handoff)Operating Procedure
13 modules selected for CaseGen
Frequently Asked Questions
Answers about pricing, setup, implementation
CaseGen operates three AI agents that handle intake, follow-up, and medical coordination for law firms 24/7. Justina answers calls and completes intakes, Justin follows up with prospects who did not convert, and Maya tracks medical treatment progress with providers. The platform integrates with Clio, Filevine, MyCase, Practice Panther, and Smokeball to route case data directly into practice management systems.
CaseGen pricing is not published on their website. Contact the sales team via their booking form to request a custom quote based on call volume, number of AI agents needed, and integration requirements.
No verified white-label program exists. Client-facing call experiences display the CaseGen brand, as the AI agents present themselves as CaseGen representatives during intake interactions. Agencies cannot customize the agent names, voice, or brand attribution in live calls.
Yes. CaseGen supports native integrations with both Clio and Filevine, routing intake data and case details directly into those practice management systems. It also integrates with MyCase, Practice Panther, Smokeball, and supports Zapier for custom workflows.
Setup time is not specified in available materials. Contact CaseGen's sales team to discuss onboarding timelines, which typically include configuring intake workflows, integrating with the firm's practice management system, and training the AI agents on the firm's specific case types and intake questions.
CaseGen is built specifically for personal injury law firms, plaintiff-side law practices, and legal marketing agencies serving law firms. It is not designed for other industries and will not adapt to non-legal intake workflows.
CaseGen operates 24/7, including during business hours, weekends, and holidays. Agencies can deploy it as a full-time receptionist replacement or as a supplementary intake layer during peak call times, depending on the client's needs.
Data ownership and retention policies upon cancellation are not documented in available materials. Confirm with CaseGen's sales team whether call recordings, transcripts, and intake summaries remain accessible after cancellation and for how long.