PI facts in one record
Incident, injuries, treatment, coverage, evidence, and responsible parties stay connected.
PI intake and conversion for law firms
Turn more qualified PI inquiries into retained cases.—before follow-up goes cold.
Keep response ownership, injury and treatment facts, evidence, attorney review, and retained-matter handoff in one PI intake workspace. AI organizes the record; your firm makes every legal and representation decision.
- 14 days of full access
- Card required
- $299/month per firm after trial unless canceled
Illustrative workspace preview
Intake #2487 · Auto collision
Response target
12m
8 minutes remain
Intake completeness
82%
Next owner
Intake attorney
Assigned automatically
Completeness measures known intake information—not case merit, value, liability, or likelihood of acceptance.
Evidence you can inspect
Evaluate the workflow, terms, and security scope before you commit.
Interactive product tour
Follow a fictional PI lead through the real workflow.
No account, card, messages, or records created.
Explore the demo
Transparent pricing
$299 per firm each month after a 14-day trial.
See card, renewal, tax, cancellation, and refund terms.
Review pricing
Published security scope
Review current controls, providers, and limitations.
Know the assurance scope before onboarding sensitive data.
Read the security scope
One accountable PI record
Keep the facts and the next action together.
Response ownership
Firm-configured targets, named owners, escalation, and source attribution keep follow-up visible.
Private client exchange
Collect photos, records, messages, booking requests, and approved signatures in one place.
Retained-matter handoff
Move the complete intake history into case work without recreating the record.
How it works
From first click to retained matter—without losing facts between tools.
Every stage keeps ownership visible and the injury narrative intact, so intake specialists, attorneys, and case teams can act from the same record.
01Capture
Respond while the prospective client is still choosing a firm.
Give every campaign and referral source a private intake path that captures incident, injury, treatment, coverage, and evidence facts before the first call.
- PI-specific intake link
- Case-type and source routing
- First-response target tracking
02Qualify
Give the intake attorney a review-ready factual picture.
Surface treatment status, insurance gaps, representation conflicts, missing evidence, contradictions, and the next questions—without pretending to decide case merit.
- Intake completeness signals
- Conflict and duplicate safeguards
- Evidence-preservation prompts
03Convert
Move qualified matters from intake to retained case.
Use a private portal to collect records and photos, coordinate consultations, send approved engagement terms, and preserve the intake history at case handoff.
- Medical and evidence requests
- Follow-up with approval gates
- Retainer and case handoff
See every handoff with fictional data.
The interactive tour creates no account, records, messages, or side effects.
Where ClaimVela fits
Start with intake. Keep the systems you still need.
ClaimVela is strongest from first inquiry through retained-matter handoff, with a practical retained-case workspace. Your firm can adopt it gradually while existing case-management and marketing systems continue operating.
Move active leads safely
Owners and administrators can import lead CSV files with guided mapping, validation, and duplicate review before anything is added.
Connect the handoffs you need
Use private inbound lead endpoints, Zapier- and Make-compatible workflows, signed outbound events, and Google Calendar sync when configured.
Keep firm data portable
Export a human-readable archive of ClaimVela records and audit data. Uploaded file binaries remain available for separate protected download.
Before replacing an established case-management system, compare ClaimVela's current accounting, calendaring, document, and litigation capabilities with your firm's requirements.
AI with a defined job
Organize PI facts. Never pretend to value or accept the case.
ClaimVela organizes incident, medical, insurance, and evidence facts; shows the source behind its review; and drafts focused follow-up. It does not predict settlement value, decide liability, clear conflicts, or accept clients.
Intake completeness review
Known and missing treatment, reporting, coverage, evidence, and representation facts.
Focused follow-up
Questions driven by missing PI facts—not a generic call-center script.
Evidence assistance
Uploaded reports and records enter a human review queue before trusted data changes.
Auditable analysis
AI review runs retain source and generation context for accountable use.
Trust by design
Sensitive workflows deserve visible guardrails.
PI intake can contain medical and identity information. ClaimVela limits unnecessary exposure and gives your team concrete controls to review.
Each firm’s records stay separated
Authenticated organization membership and database policies restrict records to the correct firm.
Private files use controlled access
Validated uploads, private storage paths, authorized downloads, and time-bound links reduce unintended exposure.
Alerts omit client and case details
Operational notices use an intake number and target—not client names, contact details, or matter facts.
Important actions stay traceable
Assignments, reviews, document actions, engagement events, and case conversion retain operational history.
Current assurance scope: ClaimVela does not currently claim SOC 2 certification, HIPAA compliance, or standard business associate agreement coverage. Review your requirements before onboarding regulated data.
Security controls and scopeBefore you choose
Practical answers for evaluating ClaimVela.
Does ClaimVela replace our case-management system?
ClaimVela is strongest from first inquiry through retained-matter handoff and includes a practical retained-case workspace. A firm can start with intake while its existing systems continue operating, then compare ClaimVela's current accounting, calendaring, document, and litigation capabilities before replacing an established case-management system.
Can we move existing leads into ClaimVela?
Yes. Firm owners and administrators can import active leads from a CSV file with guided field mapping, validation, and duplicate review before the records are added. Uploaded documents and complete historical records are not part of the CSV import.
What integrations are available?
ClaimVela supports private inbound lead endpoints for trusted sources, Zapier- and Make-compatible workflows, signed outbound events, private calendar feeds, and native Google Calendar synchronization when configured.
What happens during and after the 14-day trial?
The trial begins after a verified Paddle checkout and includes 14 days of full Professional access. A payment method is required, but there is no subscription charge during the trial. Unless canceled before it ends, Professional begins at $299 USD per firm per month, plus applicable taxes.
Can we export our data and cancel?
Firm owners and administrators can download a portable, human-readable JSON archive of ClaimVela records and audit data. Uploaded-file metadata is included, while file binaries are downloaded separately. Subscriptions can be canceled through ClaimVela or Paddle and normally end after the current paid period.
What is ClaimVela's current security assurance scope?
ClaimVela uses organization isolation, private files, role controls, audit history, server-side secrets, and human review boundaries. It does not currently claim SOC 2 certification, HIPAA compliance, or standard business associate agreement coverage. Firms should review requirements before onboarding regulated data.
How is intake completeness calculated?
The indicator checks whether weighted intake information is known, including contact, matter, incident, representation, evidence, injury, treatment, reporting, and insurance facts. It measures factual completeness only—not case merit, value, liability, or likelihood of acceptance.
What setup and onboarding help is available?
Professional includes guided self-service setup for intake publishing, booking, alerts, follow-up, team access, calendar, and branding. The Custom plan adds assisted data migration, custom onboarding and workflow review, and priority implementation support.
Build a faster PI intake operation
Make qualified inquiries easier to reach, review, and retain.
One PI record, accountable ownership, private file collection, and AI that supports attorney judgment.
Trial: card required; $299/month per firm plus tax after 14 days unless canceled. Demo: fictional data, no account or card.