Case Qualifier for Personal Injury Firms

What is a case qualifier?

A case qualifier checks each new lead against your firm’s own criteria before a person spends time on it.

Riley, the BookedBack AI agent, asks the questions your intake team asks on a good day. She asks them on every call, at any hour. She checks liability, injuries, insurance and the filing deadline, and writes the answers on the lead.

Each lead lands in your pipeline with a one-line reason it fits or does not. Your team decides which cases to take. The qualifier only puts them in order.

BookedBack · Tuesday, 2:14 PM LIVE

Inbound call · Marcus T. · rear-end collision · 2:14 PM

Riley asks your questionsthe same four checks on every lead

Checked on the call✓Other driver at fault✓Treated at the ER✓Other driver insured✓Accident three weeks ago

Strong fit · consult booked Wednesday 10:00 AMat the top of your team’s list

How does the case qualifier work?

You set the rules once. Riley applies them to every lead.

1

You set the criteria

The case types you take, the ones you do not, and the questions that matter to you.

2

Riley asks

On the call or by text, in plain words, the same way every time.

3

Each lead gets a verdict

Strong fit, needs a look, or not a fit, with the reason in one line.

4

Your team calls the best first

Strong cases go to the top with a consult booked. Your team makes the final call.

Which plan includes it?

Case qualifier is included in every plan, starting with Solo.

There is no extra fee for it. See what each plan costs on the pricing page.

Why qualify every lead?

Your intake team only has so many calls in a day.

When every lead looks the same in the list, a strong case can wait behind ten that will never sign. By the time someone calls, that person may have hired another firm.

The qualifier gives each lead the same checks, so the order of the list means something. Nobody on your team is replaced. They start the day with the right calls.

Case qualifier vs the alternatives

Four ways firms screen new leads. Here is how they compare.

Approach	Who does the work	What it costs you	Typical outcome
BookedBack	Riley asks your questions on every lead, at any hour.	Included in every plan.	✓ Every lead checked the same way. Strong cases first in line.
Intake staff, by hand	Your team, between other calls.	Their time on every lead, good or bad.	– Depends on the day and on who picks up.
A web form with screening questions	The lead, typing into a form.	Cheap to set up. Many people quit halfway.	– Short answers and no follow-up questions.
No screening	Nobody.	Attorney time on cases you would never take.	– Strong cases wait in line with weak ones.

See it qualify a call that sounds like one of yours. Get a demo.

Common questions

Who decides which cases we take?

You do. The qualifier sorts leads and writes down why. Your team can overrule any verdict, and nothing is turned away without your rules saying so.

Can we change the questions?

Yes. You approve the questions before anything goes live, and you can change them at any time.

What happens to leads that do not qualify?

They stay in your pipeline with the reason noted. Nothing is deleted, so your team can take a second look.

Does Riley give legal advice?

No. She collects facts and books the consult. Any question about what a case is worth or what to do next goes to your team.

Which plans include the case qualifier?

All of them: Solo, Growth and Scale.

Get a demo

See case qualifier on a call that sounds like one of yours.