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AI INTAKE CRM SUITE FOR PLAINTIFF LAW FIRMS

Keep intake moving,
even after hours.

Kayse helps your firm follow up with leads, gather intake details, and send retainers. Keep your current intake CRM, or run intake in Kayse.

One premade Smart Intake Agent workflow handles 15 or more case types. We make the launch edits with you. Your team approves the questions and rules.

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Keep your intake CRM or run intake in Kayse Voice AI, SMS text & email

WORKS WITH
Clio Manage MyCase Filevine and 40+ more through Zapier

Built-in connectors: Litify Matters, SmartAdvocate and Law Ruler. See every integration →

Your data is yours. Kayse does not use it to train AI.

BUILT FOR THE FIRMS THAT FIGHT FOR PEOPLE.

  • Pulaski Kherkher
  • Krause + Kinsman
  • AWKO
  • DeMayo Law
  • Reich & Binstock
Read the reactivation campaign results
ONE WORKFLOW, MANY CASE TYPES

15+ case types.
One Smart Intake Agent workflow.

Kayse asks the right questions for each case type, keeps every call, text and answer for each lead in one place, hands off to your team when your rules say so, and sends the retainer for e-sign. The agent follows the paths and intake rules your firm approves. Here are two examples.

Car accident

Web form · 7:30 PM

  1. Reached in about a minute by text, email and an AI call
  2. Car accident questions: date of the crash, injuries, police report, insurance
  3. Fits your rules → warm transfer to your intake team
  4. Retainer sent for e-sign and signed that night

Your premade workflow

  1. Reach out
  2. Ask the case type's questions
  3. Apply your intake rules
  4. Hand off, book or flag for review
  5. Send the retainer

15 or more case types in one workflow. Another case type does not automatically mean another agent.

Workers' comp

Inbound call · 8:05 PM

  1. Answered by the AI Receptionist, day or night
  2. Workers' comp questions: employer, date of injury, reported to employer, treatment
  3. Your rule says review first → task created for your attorney
  4. Retainer sent as soon as your team approves

Everything about each lead, in one place

  • Calls, with recording and transcript
  • Texts and emails
  • Intake answers by case type
  • Documents and signature status
  • Who on your team has it next

See Kayse in action

Stop losing cases to slow follow-up.

A quick tour of how Kayse answers, follows up, and signs new clients for plaintiff law firms.

Watch on YouTube ↗

TWO JOBS. ONE PLATFORM.

Less chasing.
More cases moving.

Kayse does the chasing that gets in the way. It has two jobs. Speed-to-Lead comes first.

SPEED-TO-LEAD

Reach new leads in about 1 minute. Keep going for 14 days.

Kayse texts and emails new leads right away, day or night, and calls inside the hours your firm approves. A fit? Your team gets a live warm transfer.

Explore Speed-to-Lead

GHOST CLIENT REACTIVATION

Already signed. Now hard to reach.

Reconnect with clients who have gone quiet. Kayse helps your firm gather missing information and documents so their cases can move forward.

Available with Kayse Scale.

Explore Ghost Client Reactivation

KAYSE SIGN: THE FINISH LINE FOR BOTH

Keep the momentum through the signature.

Kayse Sign sends the retainer or release by SMS text and email, follows up, and keeps the signed copy with the case.

Included in every platform plan. Also sold on its own: free for 90 days, no credit card.

Explore Kayse Sign
AFTER THE SIGNATURE, THE WORK KEEPS GOING.

Stay connected.
For the life of the case.

Give clients a place to check in, get updates, and take the next step. Give your team fewer status calls to chase.

One place for the next stepCase updates, documents & signatures
Kayse mobile client portal showing case updates and messages
A familiar face. Your firm’s brand.Keep your client relationship personal
YOUR FIRM. THEIR POCKET.

A better client experience.
A lighter load for your team.

Explore the client portal
Watch a real firm’s welcome video
REAL NUMBERS. TWO PROBLEMS.

The money is already in your lead list
and your case list.

Most firms lose leads in the first hour. Most mass tort dockets have clients nobody can reach.

SPEED-TO-LEAD
  • 78%of cases go to the first firm that responds.FindLaw
  • 15+case types in one premade Smart Intake Agent workflow.What the workflow covers. Not a result.
GHOST CLIENT REACTIVATION RESULTS
  • About 45%of quiet signed clients reactivated in the RoundUp campaign: 220 of 485.Signed clients who went quiet. Not new leads, signed cases, settlements or collected fees. Results vary.
  • $1B+in estimated mass tort case value reactivated.Kayse's estimate of the case value of all cases reactivated with Kayse. Some of these cases also had documents and data gathered by Kayse's AI agents. Kayse usually does not see what happens after a case goes back to the firm. Settlement outcomes, amounts and timelines are decided by the law firm and the courts. This is an estimate, not a result or a guarantee of outcomes.
Read the campaign results & methodology
FITS THE WAY YOUR FIRM WORKS

Keep your current intake CRM,
or run intake in Kayse.

Two ways to use the same plans, at the same price. Keep your intake CRM, and Kayse works your leads and hands the record back through a supported connection. Or run intake in Kayse, with one Kayse bill for your intake CRM and AI services. Kayse is not practice management or billing. It works with the tools you use for those.

Kickoff with your team

We learn your case types, intake questions, calling hours and who takes the handoffs.

Kayse prepares your workflow

We set up your premade workflow and connect your tools: a built-in connector, a Zap to 40+ systems, or a webhook. See every system.

You approve, we test, you launch

Your team approves the questions and rules. We test together, then go live. One workflow covers the case types you take.

Your client data is yours. Kayse does not use client-specific data for AI training.

Explore trust & privacy

Adam Pulaski

Pulaski Kherkher

0:08
Read the video transcript

On behalf of everyone at Pulaski Kherkher, welcome. We are honored that you have chosen us to handle your case.

SEE THE CLIENT EXPERIENCE

A personal welcome.
At your firm’s scale.

Watch how Adam Pulaski welcomes clients to Pulaski Kherkher through Kayse. A real example of keeping the firm’s voice at the center of the relationship.

Meet your next client portal
LET’S TALK ABOUT YOUR FIRM

See Kayse work
on your own leads.

Bring a list of new leads and a list of clients who went quiet. We will run both workflows live and leave you with a clear next step.

One additional signed case could cover the cost of Kayse. Compare your own case value with your full estimated bill, including usage.

Book a personalized demo Compare plans
Tailored to your practice See the product live Discuss pricing & rollout