Client retention · 2 agents live

Client Experience & Retention

Every client informed, every treatment plan on-track — automatically. Attorneys focus on the law; CaseFlow protects satisfaction and settlement value.

CSClient Success AgentTMTreatment Monitor Agent
+0.5 YoY
4.8
/5
Client Satisfaction Score
this quarter
9
Negative reviews prevented
97% delivered
1,284
Auto-updates sent (30d)
avg. 6 days early
17
Treatment gaps caught

Client Communication Autopilot

Milestone-triggered · SMS + email · zero attorney time
CSClient Success Agent
ER
Elena Ruiz· Ruiz v. Bexar Freight · MVA
Attorney Reyes
Demand Sent
  • Demand Letter Sent to Progressive
    Today · 9:02 AM
    SMSRead
  • Records Complete — 148 pages assembled
    Mon · 4:41 PM
    EmailRead
  • PT Milestone: 6-week check reached
    Sep 22 · 11:15 AM
    SMSReplied
MA
Marcus Alvarez· Alvarez v. Bexar Freight · MVA
Attorney Reyes
Records Ordered
  • Records Requested from Seton Northwest
    Today · 8:14 AM
    EmailDelivered
  • Case Opened — welcome + next steps
    Yesterday · 6:32 PM
    SMSRead
PN
Priya Nair· Nair v. Whole Foods Market · Slip & Fall
Attorney Morgan
Offer Received
  • Offer Received — attorney reviewing
    Today · 10:22 AM
    SMSRead
  • Negotiation update from carrier
    Tue · 2:10 PM
    EmailRead
  • Demand Letter Sent to Sedgwick
    Sep 18 · 9:00 AM
    SMSReplied
JW
Jerome Whitfield· Whitfield v. Sunset Property Mgmt · Premises
Attorney Morgan
In Treatment
  • PT reminder — Cornerstone Rehab, 2 PM
    Today · 7:00 AM
    SMSRead
  • Weekly status: 3 of 12 PT sessions complete
    Mon · 3:44 PM
    EmailRead

Treatment Gap Monitor

Daily provider-portal check-ins
TMTreatment Monitor Agent
Treatment gap detected
Client #2291 — Danielle Okafor
Cornerstone Rehab · 6 days without visit · plan calls for 2×/week
6:04 AM — Provider portal scan detected missed Oct 1 session
SMS nudge sent via Retell
"Hi Danielle, we noticed you missed Tuesday's PT — tap here to reschedule."
6:05 AM
Voice check-in queued via Vapi
Outbound call scheduled for 5:30 PM if no reply by 4:00 PM
6:05 AM
Attorney flag added to case file
Visible in case dashboard · logged for demand narrative
6:05 AM

Provider portals · today

14/14 checked
  • Cornerstone Rehab
    41 clients1 gap
  • Seton Northwest
    23 clients
  • Chen Orthopedics
    17 clients
  • Austin Pain & Spine
    12 clients

Client Portal Chatbot

Available 24/7 · zero attorney touch
LIVE
MR
Morgan & Reyes · Client Portal
Priya N. · 11:42 PM
Priya· 11:42 PM
What's the status of my case?
CaseFlow Bot· 11:42 PM
Hi Priya — your case (Nair v. Whole Foods Market) is currently in Offer Received. Sedgwick sent an initial offer of $42,000 on Oct 2, and Attorney Morgan is preparing a counter. You should expect an update within 3 business days.
Priya· 11:43 PM
Do I need to do anything?
CaseFlow Bot· 11:43 PM
Nothing on your end right now. Please continue your PT sessions at Cornerstone Rehab through Oct 30 — your next appointment is Thursday at 2:00 PM. Want me to text you a reminder the morning of?
Ask about your case…↵
1.4s
avg reply
94%
self-served
247
chats · 30d

Instant Confirmation

Trust built before the first meeting
41s
0:00Inquiry received
New inquiry — Aisha Karim · MVA
0:08Personal welcome sent
"Hi Aisha — we've got your case, and we're on it."
0:41Case-file kickoff dispatched
Pre-consult questionnaire · scheduling link · what to expect
Retention effect
Firms that respond in <60s see 4× higher signup rates on new inquiries.

Satisfaction & retention

Rolling 6-month CSAT trend
4.8
/ 5 avg CSAT
+0.5 YoY
Negative reviews prevented
9
via proactive outreach · Q3
5-star reviews captured
31
at case close · Q3
Client referral rate
28%of new leads come from past clients