From first inquiry to final settlement fully automated.
SimplyConvert is the end-to-end operating system for mass torts — intake through settlement across five integrated products, so your firm can run the full plaintiff lifecycle on one platform.
Five products · One platform
The complete operating system for mass tort and personal injury
Each product is built for a distinct phase of the case lifecycle. They share the same platform, so the record that starts at intake is the same record that finishes at settlement.
01
Intake
Instant Case Evaluator is always-on intake: a criteria-based chatbot that qualifies, declines, or flags for follow-up, sends contracts automatically, and keeps leads moving toward retention.
Your team reads the transcript in the morning. When the matter fits, the client may already be signed.
TorHoerman Law
Virtual Legal Assistant
02
CaseHQ Client Portal
Clients get one place for forms, e-signatures, document exchange, and task lists. One-to-one and one-to-many communication stay tied to the case instead of scattered across inboxes and phone tag.
What they submit lands on the record structured, ready for the next phase of work.
Home
Hello Denise!
You have 5 tasks left to complete. Completing all tasks will help us move forward with your case quickly, so let's get started!
17 %
Current Status
Onboarding
During this stage, we need to collect several important documents from you before we can begin working on your case. Completing these documents in a timely manner is extremely important.
View TimelineUpdates
All Updates03
CaseHQ Client Management System
Your daily Client Management System for tasks, documents, and workflows. Run the client journey with clear structure: who owns what, what is due, and what changed.
Lists, fields, and automations live here so personal injury and mass tort matters share one rhythm from signing through resolution.
04
Mass Torts 360
Managed pre-settlement workup for mass torts: litigation-specific tools and workflows that scale client workup, automate plaintiff fact sheets, and give your team live reporting across large inventories.
The same case that came in through intake carries the fields and statuses this litigation needs.
Activity
Jul 2026 · 12 itemsStatus changed to Signed
Automation
CaseHQ retainer signed
Rosa Delgado
Intake complete — Ozark Freight
Avery Kim
rosa.delgado@email.com
(314) 555-0142
05
ResolutionHQ
Settlement administration that centralizes claims data, supports collaboration and deficiency resolution, and gives stakeholders clear views of what is ready and what still needs attention.
By the time a case reaches settlement, the data you need is already on the record that started as a chat on your website.
Ask SC
AI sits in the middle of the case, not on top of it
Ask SC reads the same structured cases, fields, contacts, and activity your team already works in. Ask a question in plain English and get an answer tied to the records behind it. No side database. No guessing from the open web.
- Answers cite the cases they came from, so you can verify.
- Staff only see what their permissions already allow.
- Draft a summary or a filter, then review before anything moves.
- search_cases · trucking + deposition
- filter_cases · created or updated in Jul 2026
I found 2 trucking cases with depositions scheduled or completed this month:
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2841 · Delgado, Rosa
Deposition set · Trucking — Ozark Freight
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2794 · Morales, Diego
Deposition complete · Trucking — Summit Haul
AI can make mistakes. Check important info.
“ Since integrating SimplyConvert into our operations, we have been able to expand our practice without increasing our team size, and we are managing a higher volume of cases without sacrificing the personalized attention that our clients deserve. ”
Sean T. Keith
Attorney and Owner, Keith Law Group
Why SimplyConvert
Designed by a mass tort lawyer for mass tort lawyers.
SimplyConvert was founded by a mass tort attorney who knew the full weight of plaintiff litigation: not just intake, but every bottleneck from client engagement through settlement distribution.
The platform was built with legal specialists and engineers so your firm can deliver exceptional client experiences while the practice runs itself. Every product maps to a distinct stage of the client journey and connects to the next.
Meet the team-
5×
more cases signed vs. live chat and basic forms
-
24/7
always-on automated intake and qualification
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60+
leading law firms trust SimplyConvert
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5
integrated products covering the full lifecycle
- 01
Client care with the practice running itself
Your operating system carries a matter from first inquiry through settlement. CaseHQ Client Management System, automation, and AI are built for plaintiff workflows, not bolted on from generic tools.
- 02
Lawyer-created case criteria
Every qualification rule is written by attorneys. Your standards, applied automatically with precision, so intake matches the judgment your best intake person would use.
- 03
Instant e-sign and auto-retention
Qualified clients receive and sign retainer agreements in the same session, at peak interest. No overnight delay, and fewer leads lost waiting for a callback.
- 04
Built for plaintiff litigation at scale
Plaintiff fact sheet automation, litigation-specific workflows, and live caseload reporting across thousands of claimants. Designed for volume from the start.
- 05
Trauma-informed client outreach
For sensitive matters, outreach follows trauma-informed principles so clients are treated carefully while still moving the case forward.
The complete operating system for mass torts. From intake to settlement.
Join 60+ law firms using SimplyConvert to sign more cases, run cleaner operations, and finish the full lifecycle on one platform.