CaseGen
CaseGen answers law-firm calls, conducts legal intakes, follows up with leads, and coordinates treatment updates. Law-firm intake and personal injury teams use it to capture case information and manage phone workflows around the clock.
Who it's for
- Law-firm owners who need 24/7 call answering, after-hours coverage, or overflow intake support.
- Legal intake teams that want structured case details collected and high-value calls routed to staff.
- Personal injury firms that need follow-up with clients and medical providers about treatment progress.
Not the right fit if…
- Firms that use CasePeer and require a CasePeer integration: CaseGen says it does not offer one because CasePeer does not provide an API for integrations.
How it fits your workflow
CaseGen's AI agents answer inbound calls, handle new leads and existing clients, ask structured intake questions, and route calls or transfer high-value cases to the firm. The platform can capture case details and produce summaries, transcripts, and call playback.
For follow-up, agents contact prospective clients who have not signed, collect missing details, and can request case photos or documents by text. For personal injury workflows, an agent checks in with clients and medical providers about treatment.
CaseGen says its team learns the firm's intake process, develops practice-area call flows, and implements inbound and outbound systems. Firms can forward calls from an existing phone system to their assigned CaseGen number.
Pricing
The vendor doesn't publish prices. Check with CaseGen directly.
Prices checked on Oct 24, 2026 from the vendor's site. They can change; confirm before you buy.
Key features
- 24/7 call answering and routing
- Answers inbound calls, handles existing-client calls, filters unwanted calls, and routes callers or transfers high-value cases to the firm.
- Structured legal intake
- Conducts in-depth intakes and collects case details such as incident date, injury type, treatment history, at-fault party, and insurance information.
- Lead follow-up
- Follows up with prospective clients who have not signed and can contact leads directly to collect intake details.
- Medical-treatment coordination
- Follows up with clients and medical providers about treatment and tracks treatment progress for personal injury firms.
- Call analytics and records
- Provides call-volume and responsiveness analytics, automatically generated case summaries, real-time transcripts, and call playback.
- Photo and document collection
- Can follow up by text to collect case-related photos and documents.
Works with
- Clio
- Google Sheets
- Filevine
- Lawmatics
- 8am
- Zapier
- Calendly
- LawPay
- PracticePanther
- Smokeball
- MyCase
Limitations to know
- CaseGen states that it does not provide legal advice and does not guarantee specific business outcomes.
- The page says CasePeer integration is unavailable because CasePeer does not offer an API for integrations.
Alternatives to consider
-
Call-an-AI
Choose it if you need customizable phone-callable AI for general personal or business use rather than a platform specifically built for law-firm intake workflows.
Getting started
- Book a discovery call to discuss the firm's goals and intake process.
- Work with CaseGen on a call-flow strategy tailored to the firm's practice area and case targets.
- Have the CaseGen team configure the firm's practice-area flows and inbound and outbound systems.
- If applicable, forward calls from the firm's phone system to its assigned CaseGen number.
Frequently asked questions
What is the difference between an AI receptionist and an AI intake agent?
The page describes an AI receptionist as answering and routing calls, asking basic questions, or taking a message. An AI intake agent conducts a more detailed legal intake using structured questions to collect information for evaluating a case.
Is CaseGen a lead-generation company?
No. The page says CaseGen is a voice AI platform focused on helping law firms capture, qualify, and convert calls into signed clients.
Can CaseGen replace intake and medical coordination staff?
The page says some firms use CaseGen to replace most or all phone tasks handled by intake and medical coordination staff, while others keep an in-house team for escalations.
How is CaseGen set up?
CaseGen says its team manages onboarding and configures the firm's workflows. If the firm uses Vonage, RingCentral, or another phone system, the page says setup can involve forwarding calls to an assigned CaseGen number.
What software integrations does CaseGen offer?
The FAQ names Filevine, Clio, Zapier, Google Sheets, Calendly, LawPay, PracticePanther, Smokeball, and MyCase, among others. It says CasePeer integration is not offered because CasePeer does not provide an API for integrations.
Can callers be transferred to a human?
Yes. The page says that if a caller insists on speaking with a person, CaseGen can transfer the call to the firm's team.