Know which cases are ready to move—and exactly what is blocking the rest.
Intake Intelligence turns scattered case data into a clear readiness view. We surface missing proof and contradictions, then give each team a focused next-action queue.
No files or system access needed for the first conversation.
Illustrative inventory review
Sample mass-tort cohort · 100 cases
Readiness for the next required step
42
ready
46
need action
12
counsel review
Next-action queue
- Confirm pharmacy or provider for 18 cases
- Resolve nine date or answer conflicts
- Escalate 12 cases for counsel review
Immediate opportunity
27 cases can move after one defined action.
A signed case is not always a ready case.
The costly gap is between having a case in a system and having the facts, documents, and authorizations required to move it.
- 01
Readiness is buried across systems
The CRM, intake notes, spreadsheets, records, and portal requirements each hold part of the answer.
- 02
Proof gaps surface too late
Missing use, diagnosis, authorization, or exposure support appears when a deadline is already close.
- 03
Teams chase work without a clear order
Generic task lists do not show which next action will actually move a case forward.
- 04
Signed inventory is hard to forecast
A case count does not tell leadership what can move, what can be recovered, or what needs counsel review.
Start with one inventory and one next milestone.
We confirm that the available inputs can support a useful answer before the pilot begins. If not, we recommend a narrower scope instead of forcing a fit.
Initial scope
- Litigation
- One active mass tort
- Inventory
- A defined cohort, typically 100–250 cases
- Next milestone
- Filing, portal, deficiency, discovery, or settlement
- Requirements
- Firm-approved criteria and evidence standards
- Inputs
- Existing exports and an agreed document sample
- Timing
- Typically 10 business days after usable inputs are confirmed
What you receive
A readiness view your team can work from.
- A case-level readiness ledger
- A register of missing proof, contradictions, and exceptions
- A focused action queue for intake and records teams
- Cases separated into ready, blocked, and counsel-review groups
- A leadership briefing and findings review
Final scope and commercial terms follow the fit and data-feasibility conversation.
Your CRM tracks the case. We show what the case still needs.
Intake Intelligence works alongside your current systems. The focus is narrow: turn matter requirements into a clear, inspectable readiness view for the inventory.
What you will know
Ready to move
Cases that meet the agreed requirements for the next step.
Actionable blockers
The missing fact, document, signature, or correction holding each case back.
Counsel review
Ambiguous or conflicting cases kept visible for legal judgment.
Your criteria
The firm approves the requirements before the review begins.
Your current systems
We work from agreed inputs. No CRM replacement or migration.
Traceable findings
Material conclusions stay connected to the rule and available evidence.
Unclear cases stay unclear until the available evidence or the firm's judgment resolves them.
Not legal advice, a CRM replacement, an eligibility or case-value guarantee, direct portal submission, or unattended decision-making.
See what is holding your inventory back.
Bring one litigation and the next required milestone. We'll tell you whether a focused pilot can produce a useful readiness view.
On the first call
- 01The inventory and its next required step
- 02Where the requirements, case facts, and documents live
- 03Whether the available inputs can support a useful pilot
No preparation or file upload required.