How Kayse automates client retention and reactivation
Start with a pilot, then connect Kayse to your CRM to automate client follow-up for mass tort, personal injury, and SSDI workflows.
Step 1: Quick start pilot
Share a list of existing case contacts where your firm has consent on file but the conversation has gone quiet. Kayse re-engages those contacts inside your configured consent, quiet-hour, and frequency rules so you can see results before committing to a full rollout.
- 1You share a list where consent is on file but conversations have gone quiet
- 2Kayse re-establishes contact inside your configured rules
- 3Kayse restarts conversations
- 4Kayse re-engages cases
Step 2: Daily workflows
After the pilot, connect Kayse to your CRM so re-engagement and follow-up run automatically as cases change.
Voice AI, SMS text, and email outreach follow your firm's rules. Kayse checks quiet hours, time zones, frequency caps, and consent state before every send.
You can still upload lists anytime for special campaigns.
Safeguards in the platform
- Consent state, opt-outs, and quiet hours checked on every outreach attempt.
- Optional Lead Verification screens new leads against fraud and known TCPA litigator lists.
- Full audit trail so your firm can prove what happened on any given contact.
Explore the platform
- Practice AreasMass tort, personal injury, and SSDI workflows tailored for each case type.
- Speed-to-LeadReach every new lead in seconds, then warm transfer the live ones to intake.
- Dashboard BuilderTie marketing spend to signed cases and settlements in one live dashboard.
- Client PortalOne place for clients to check case status, upload documents, and see next steps.
- Unreachable CasesReactivate unreachable mass tort clients and fix bad contact data for the life of the case.
- IntegrationsPlug Kayse into Litify, Law Ruler, SmartAdvocate, Salesforce, and more.
- ResourcesGuides, playbooks, and customer stories from leading plaintiff firms.
- Kayse SignSend retainers and releases from the case, and win back abandoned signatures.
AI that works for you. With guardrails in place.
Agentic workflows are the new way to run a firm. But AI without guardrails is a rough posture for plaintiff law.
Kayse can run your outreach with TCPA safeguards, Do Not Call screening, consent tracking, quiet hours, and full audit logs. Your firm sets the rules. We provide the guardrails.[1]
Your team asks their AI. Kayse does the outreach. Nobody opens a second tab. And your firm stays aligned with the posture you already want to run.
[1] TCPA and Do Not Call screening require Kayse's TCPA/DNC Compliance Add-On, sold separately through a third-party compliance provider. May need to be added to your Kayse platform.