The Specialists

Nine specialists.
One clear job each.

These are the roles ClaimVox can deploy, each running your firm’s own scripts, criteria, and rules. Your plan decides how far each one takes the work — answered and handed back, or owned until the job is done. Start with the front door and grow into the rest.

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Multilingual · TCPA-safe · live on your phone line within one business day

Answer every caller

The front door, covered around the clock

So the 7:42 PM caller gets the same intake as the 10 AM caller — in any language, on the first ring.

Specialist 01

Receptionist

Answers your front door and sends every caller to the right place.

The problem
New matters, current clients, providers, vendors, courts, and staff all hit the same line. Forcing every caller through an intake script wastes their time and buries the ones who matter.
How the specialist handles it
Identifies the caller type first. New matters go to screening, current clients and business callers get a complete message and a callback commitment, and qualified callers transfer live under your rules. Time-aware, so it knows your hours and holidays.

Multilingual by default — English, Spanish, and any other spoken language, with no “let me transfer you to our Spanish line.”

Specialist 02

Intake Specialist

Qualifies new prospects against your criteria — and brings dormant leads back into motion.

The problem
Marketing generates leads around the clock, but calls after hours used to go to voicemail and callers rang the next firm. Meanwhile thousands of paid-for leads sit untouched in the CRM, aging out of conversion.
How the specialist handles it
Answers immediately, takes a full intake, transfers emergencies live, and emails a morning recap. Working outbound, it re-engages your existing leads with persistent retry logic, requalifies against current criteria, and either transfers live or sends a retainer in the same workflow.

In one PI deployment, after-hours calls scored 88/100 on the firm’s own lead-scoring rubric — the same as its best business-hours intake.

Specialist 03

Website Chat Specialist

Turns a form fill or a chat message into a live phone call — within seconds, not on a callback list.

The problem
Web visitors fill in a form and wait. By the time anyone calls back, they’ve already spoken to another firm — or they never filled it in at all, because a form is a poor substitute for a question.
It places the phone call itself
This is the part most firms don’t expect. When someone fills in the contact form on your site, they get a phone call from the specialist within seconds — not a callback slot, an actual ringing phone while they are still on your page. In the chat widget it works the same way: the moment a visitor asks to talk, or the conversation reaches a point where talking is faster, the specialist dials. The consent language, the number, and every answer already given carry into the call, so nothing is asked twice.
How the specialist handles the rest
Answers approved questions in the chat widget and runs the intake right there for visitors who would rather type — same questions, same criteria, same rules as the phone line.

In production across client deployments today — and the behavior firms remark on most. A web lead and a phone lead arrive in your CRM looking identical, because after the handoff they are the same conversation.

Move cases forward

The follow-up your staff never has time for

Signatures chased, discovery completed, clients kept current — without anyone on your team making the same call for the twentieth time.

Specialist 04

Signing Coordinator

Keeps prepared documents moving until the signature is verified.

The problem
Retainers and release packets stall because claimants don’t open emails, forget to sign, or need a nudge. Staff spend hours on identical follow-up calls.
How the specialist handles it
Calls the client, confirms identity, explains the document, sends an e-signature link by SMS during the call, and follows up on a 24/48/72-hour cadence until signed. Escalates to a person when questions fall outside the script.

Live across multiple deployments — including a multi-defendant settlement with two QSF administrators where ClaimVox completed 2,000+ outbound calls in a two-week peak on eight-form release packets.

Specialist 05 · live today

Discovery & Forms Specialist

Guides clients through structured legal questions and organizes the answers for review.

The problem
Written interrogatories stall because clients are slow to respond, miss questions, or need walking through. Staff spend hours chasing answers that should be a short conversation.
How the specialist handles it
Calls the client, walks the interrogatories conversationally, captures answers in real time, preserves honest unknowns, flags inconsistencies, and follows up until the file is complete. Extends to Plaintiff Fact Sheets, requests for production, and requests for admission.

In production today across active deployments. Every response is compiled for attorney review before filing — ClaimVox gathers facts, attorneys decide sufficiency.

Specialist 06

Client Care Coordinator

Checks in with retained clients, captures changes, and restores contact when a client goes quiet.

The problem
Treatment progress, address changes, and new providers fall through the cracks. CRM data goes stale, and important updates only surface during partner reviews — or not at all.
How the specialist handles it
Calls clients on a regular cadence, tracks treatment and medical compliance, captures phone and address changes, and logs new doctors or ER visits in real time, straight into your CRM.

Clients stop calling for status because they already have it — and the file is current when a partner opens it.

Chase what your team can’t

The calls nobody wants to make

Provider records departments, carrier phone trees, vendor coordination, and the repeatable outside work that eats afternoons.

Specialist 07 · new

Medical Records Retrieval Specialist

Requests your clients’ medical records, chases them until they arrive, and organizes them for the case team.

The problem
Records requests stall in fax queues and provider phone trees. Someone on your team sends the release, calls to confirm it arrived, waits on hold, calls back next week — and when the records finally come, they are hundreds of unsorted pages.
How the specialist handles it
Faxes the signed records release to each treating provider, then calls the practice, navigates the IVR to the records department, and stays on hold or calls back as needed until the records are faxed over. When they arrive, it uses natural-language processing to organize them — providers, dates of service, diagnoses, treatment, and bills — so the case team can ask the records a question in plain English.

Built on the same IVR-navigation engine as the Lien Resolution Assistant. ClaimVox retrieves and organizes the records — your attorneys decide what they mean. More on records retrieval.

Specialist 08

Lien Resolution Assistant

Finds the people and information a lien-resolution team needs to move its work forward. Navigates carriers, TPAs, recovery vendors, claims departments, and IVRs to identify the correct lien or subrogation handler, then returns structured contact information the same day.

Boundary: supports lien resolution through research and coordination. It does not negotiate, calculate balances, or settle liens.

Specialist 09

Operations Concierge

Handles repeatable external coordination that falls outside the core legal-client roles — confirmations, registrations, logistics, changes, questions, and tracker updates, on a bounded script with clear human escalation.

Boundary: a configurable operations specialist, not a catch-all for intake, client care, or case status.

How they work

Same specialists, different modes

Modes aren’t separate products or separate prices — they’re how a specialist is pointed at your problem.

After-hours Overflow 24/7 Inbound Outbound Callback Dead-lead reactivation Multilingual Website chat Web-to-phone Live transfer Managed QA & reporting

One mass-tort reactivation campaign — the Intake Specialist working outbound — completed 371+ calls in 7 days and produced 8 signed intakes from leads the firm had written off. See the case studies.

On every specialist

The same standards, whichever you start with

Multilingual — English, Spanish, and any other spoken language
Your approved disclosures on every interaction, with consent logged
Recording, transcript, and audit trail on every call
Results written to the case management system you already run

Start with the front door.
Grow into the rest.

We build the walkthrough around your firm’s highest-value workflow — and you see the conversation, the action, and the receipt in your system of record.

Build Your Specialist

Plans from $2,500 start with a 7-day free trial. Every plan has 90 days to cancel.