Legal · persona
Plaintiff-Side / Mass Tort Firm
Personal injury, mass tort, class action plaintiff firm. Volume-driven. Lead-intake-heavy. Lien resolution + settlement administration.
A day in the life
What the next Tuesday looks like
A plaintiff firm running TV / digital advertising for a mass-tort campaign (talc, hernia mesh, Roundup, hair-relaxer, etc.) gets 200-500 inbound leads per day. Each lead needs intake screening, qualification against case criteria, retention sign-up, medical record retrieval, lien identification, and matter setup.
The traditional workflow is a call center + paralegal team that bottlenecks at 30-60 leads per FTE per day. Half the leads die between first contact and retainer because the funnel is slow.
The AI layer replaces the bottleneck. Inbound leads get qualified by SMS within 90 seconds (case-criteria check: diagnosis, exposure date, current treatment, prior litigation). Qualified leads get a retainer link via DocuSign. Signed retainers trigger HIPAA-authorized medical record requests. Records arriving get indexed and structured. Lien identification (Medicare, Medicaid, ERISA, hospital, private insurance) runs automatically against each client.
The firm processes 4-6x more leads per FTE without sacrificing screening quality.
The plaintiff-side / mass tort firm playbook
The automations that matter most
Out of the full Legal catalog, these are the ones a plaintiff-side / mass tort firm should run first.
Mass tort lead qualifier
Intake & conflicts
Inbound leads from TV / digital ads get qualified by SMS within 90 seconds against case-specific criteria. Qualified leads are routed to retainer; unqualified get a polite redirect or referral.
DocuSign retainer pipeline
Intake & conflicts
For volume-intake practices: qualified leads get a personalized retainer link within minutes; signed retainers immediately trigger matter setup, conflicts re-check, and welcome packet.
Medical records retrieval orchestrator
Discovery & document handling
Plaintiff-firm specific: triggers HIPAA-authorized record requests; tracks every request through fulfillment; OCR + indexes received records; triggers follow-up on missing items.
Lien identification & resolution
Discovery & document handling
Identifies medical, ERISA, and statutory liens against a claimant's recovery, tracks each to resolution, and drafts the negotiation correspondence for attorney review.
Settlement administration drafter
Document assembly & review
Mass tort / class action: drafts settlement claim forms, allocation calculations, distribution communications, and reporting.
In the wild
How this actually plays out
Medical records retrieval is the unsung biggest workflow in plaintiff practice.
The AI workflow: signed retainer triggers HIPAA-authorized record requests to every provider the client identifies (and providers the AI infers from the client's narrative). Each request is tracked: outbound, acknowledged, fulfilled, fees paid, record received. Records arriving get OCR'd, structured, and indexed against the matter. Missing-record patterns trigger follow-up requests. Provider-fee estimates roll up for matter cost tracking.
For a 200-attorney mass tort firm running 20,000+ active claims, this is a $5-10M/year cost center traditionally and a major bottleneck. Automation typically reduces records-team headcount need by 40-60% and accelerates the average matter's medical record assembly by 4-8 weeks.
Get the firm-shaped automation map
Tell us your firm size, primary practice areas, and the workflow that costs you the most attorney time. We'll come back with a written map of which 5-7 automations matter first, what privilege posture they require, and what the first 90 days would change.