Settlement questionnaires
Kayse walks the client through the questionnaire on a call or by text, captures every answer, and comes back for the ones left blank rather than leaving the form half finished.
Ghost Client Reactivation
Built for mass tort and Social Security disability firms. Kayse reaches clients who went quiet using Voice AI, SMS text and email together, and then does the job the campaign was built for: completing a settlement questionnaire, a short form, a long form or a plaintiff fact sheet, gathering the documents you need from the client, or simply warm transferring them to your team and booking the appointment. You pick one per campaign.
Ghost Client Reactivation is an optional service on Standard and above. Scope and pricing are agreed in writing.
Whether you are working mass tort dockets, Social Security disability claims, or both, every campaign is built around one outcome you choose at setup. The AI agent works toward that outcome on every conversation, across calls, texts and email, until it is done or your team takes over.
Kayse walks the client through the questionnaire on a call or by text, captures every answer, and comes back for the ones left blank rather than leaving the form half finished.
The same flow handles a short form in one conversation or a long form across several, picking up where the last attempt stopped so the client is never asked the same question twice.
A PFS needs a client who answers and keeps answering. Kayse works the list, collects what the sheet asks for, and flags the ones that need a person from your team.
Kayse asks for the documents the matter needs, explains what is required, and follows up until they arrive. Clients upload from a phone. Kayse does not obtain, review, summarize or analyze anything on your behalf.
Where a campaign calls for it, Kayse asks the client about their diagnosis, their symptoms, where they were treated and any new treatment since you last spoke, and writes down what they say.
Sometimes the whole job is getting a human on the phone. Kayse warm transfers a responding client straight to your team, or books the appointment into your calendar.
One outcome per campaign, and you can run more than one. A firm might run a PFS campaign on one docket and a plain reach-and-transfer campaign on another, with different messages, different calling hours and different handoffs on each.
A dialer that reports calls as delivered is not the same as a client who saw them. Two separate problems sit underneath a quiet list, and a campaign has to solve both.
People change phone numbers. When a client's number no longer works, Kayse looks for a current one through its contact data sources and keeps working the file rather than marking it unreachable.
Outbound numbers get labeled spam or scam likely, and calls and texts stop landing. Kayse scans its outbound numbers through the day, moves a flagged number to inbound only, and swaps in a clean replacement automatically.
A client who has heard nothing for a year does not answer an unknown number. Kayse runs a multi-day sequence across voice, text and email rather than one attempt, because the second and third touches are where most responses come from.
Start with the clients, the contact permissions, and the outcome the campaign is built to reach.
Identify the clients to contact, confirm consent, and review the contact information you already hold for them.
Use the messages, channels, calling hours and response paths your firm approves, across as many days as the campaign needs.
Complete the form, collect the documents, or connect a responding client to your team with the full conversation attached.
These are reported campaign results, not a forecast for your firm. A reactivated contact is not the same as a signed case or a settlement.
| Campaign | Contacts | Reactivated | Reported rate |
|---|---|---|---|
| Camp Lejeune | 9,000 | 3,150 | 35% |
| Video Game Addiction | 3,000 | 1,400 | 47% |
| RoundUp | 485 | 220 | 40% |
Rates are rounded. List quality, consent, case type, and campaign setup affect results.
A response is useful when your team knows what to do with it.
Specify the form to complete, the documents to gather, or the case action that prompted the outreach.
Agree on who receives a response and how the next step is captured.
Confirm the service scope, list requirements, and reporting definitions before work begins.
Discuss campaign scopeAllowed calling hours, opt-in capture for SMS text and Voice AI, recording consent in the states that require it, AI disclosure on calls, and a dedicated compliance log are built in. Kayse walks each client through compliance setup during onboarding. The firm is responsible for configuring and using these protections correctly.
Put it to work
We will discuss the client list, the contact permissions, the outcome you want from the campaign, and the next step for clients who respond.