One system, from first chat to settlement
Every feature below works on the same case record. Nothing is exported, re-entered, or synced between tools. That is the whole point: when intake, case data, and automation share one system, the work can move on its own.
How the pieces fit together
Four stages, ten features. Each one hands the case to the next without anyone copying data between screens.
Stage 1
Capture
The chatbot qualifies visitors on your website and can sign the ones that fit, day or night.
Stage 2
Organize
Each signed client becomes a structured case. Lists add the right fields, and contacts keep every person and organization in one place.
Stage 3
Move
Automations react to changes, tasks route judgment calls to your team, and clients finish their part in CaseHQ.
Stage 4
Verify
The audit trail records every change, so you can answer for any case at any time.
Why one system beats a pile of separate tools
A typical firm runs a chat widget, an intake service, a case management system, an e-sign tool, and a spreadsheet for the mass tort docket. Every handoff between those tools is a place where a client waits, a date gets retyped, or a follow-up quietly fails.
On SimplyConvert, the chat transcript, the retainer, the case fields, the tasks, and the audit trail are one record. An automation can act on any of it because it can see all of it.
When a new case is created in the firm
Welcome email with CaseHQ link
Request medical records · due in 5 days
Set field: Onboarding complete
Case Created
Configure when this automation starts.
Trigger
Filters
Suggested actions
- Send Email action
- Assign Task action
- Notify User action
- If/Else Condition action
Watch a case go end to end
A 30 minute demo follows one case from the first chat to settlement-ready data. Bring your current intake process and compare.