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Good morning, Sarah.

Recent chat · Depositions this month
Which cases signed this week are still missing a HIPAA authorization?

My tasks

5
View all
  • Call Rosa Delgado about her HIPAA form
    2841 Urgent Jul 15
  • Review intake for Marcus Whitfield
    2839 High Jul 15
  • Send retainer reminder
    2821 Medium Jul 16
  • Upload police report
    2794 Low Jul 17
  • Schedule deposition prep
    2809 Medium Jul 18
Missing HIPAA authorizations
Which cases signed this week are still missing a HIPAA authorization?

Thinking…

Ask SC
Used 2 tools
  • execute_catalog · signed this week
  • execute_catalog · documents without HIPAA

I found 8 cases signed this week that still don't have a HIPAA authorization on file. The three most recent:

  • 2841 · Delgado, Rosa

    Signed Jul 14 · Trucking — Copperkettle Freight

  • 2840 · Ortiz, Gabriel

    Signed Jul 14 · Mass Tort — Roundup

  • 2837 · Chen, Mei

    Signed Jul 13 · Talc — Glimmerglass Pharma

Open all 8 in Cases

Ask anything, / for skills

AI can make mistakes. Verify important information.

Status Name is Signed Created Date is this week Documents does not include HIPAA
Case
Name
Status Name
Created Date
Litigation Name
Conditions
Products
State
2841
Delgado, Rosa
Signed
Jul 14, 2026 9:12 PM
Trucking — Copperkettle Freight
TBI Cervical strain
Retainer
MO
2840
Ortiz, Gabriel
Signed
Jul 14, 2026 1:26 PM
Mass Tort — Roundup
NHL
Retainer
TX
2837
Chen, Mei
Signed
Jul 13, 2026 11:41 AM
Talc — Glimmerglass Pharma
Mesothelioma
Retainer Auth
CA
2833
Sullivan, Grace
Signed
Jul 13, 2026 9:05 AM
Talc — Glimmerglass Pharma
Ovarian cancer
Retainer Questionnaire
OH
2826
Mensah, Kofi
Signed
Jul 11, 2026 3:47 PM
Trucking — Lanternwick Logistics
Herniated disc Sciatica
Retainer
KS
2819
Lindqvist, Erik
Signed
Jul 10, 2026 10:22 AM
Mass Tort — Camp Lejeune
Kidney cancer
Retainer Meds auth
NC
2811
Adeyemi, Tola
Signed
Jul 9, 2026 2:40 PM
MVA — I-70 Collision
Whiplash
Retainer
MO
2809
Williams, Andre
Signed
Jul 9, 2026 8:17 AM
Trucking — Glasswing Carriers
Spinal stenosis
Retainer Auth
GA
Published
Run history Publish
Trigger
Manually run
Adds an action button on case bulk bars and detail pages.
Send Portal Message
HIPAA authorization request
Assign Task
Follow up on HIPAA · due in 3 days
100%

Send Portal Message

Send an outbound chat message to the client portal for a case

Message *

Hi Trigger: First Name , please sign the HIPAA authorization in your portal so we can request your medical records.

Supports placeholders from the trigger and upstream steps (e.g. AI responses).

Case

Trigger: Case
Rosa Delgado
Run automation
Request HIPAA authorization Send welcome packet
Signed
Activity Contacts Tasks Workflow

Activity

Types Search activity…
2026
July 12 items
CaseHQ Agent changed the case status to Signed
about 2 hours ago
RD
Rosa Delgado signed Retainer agreement
about 2 hours ago
CaseHQ Agent completed an automation Welcome sequence
about 2 hours ago
AK
Avery Kim added a note
about 3 hours ago
Intake call Rear-ended by a Copperkettle Freight truck on I-44. Treated at Copperkettle Regional the next day.
RD
Rosa Delgado uploaded Police report.pdf
about 3 hours ago
AK
Avery Kim created the case through manual intake
about 3 hours ago
Trucking intake active
Intake
Welcome sequence
Records collection Current
Request medical records
Demand

No automations in this phase

Global automations

Runs from company-wide automations not tied to a workflow phase.

  • completed manual run Jul 15, 2:14 PM Request HIPAA authorization
    Trigger
    manual run
    Started
    Jul 15, 2026, 2:14 PM
    Completed
    Jul 15, 2026, 2:14 PM
    Run ID
    4f1c9a2e-7b3d-4e8a-9c61-2d5f0b8e3a17

    Steps

    Trigger · manual run
    send portal message completed
    Assign task completed
Details
Rosa Delgado
Client Represented

rosa.delgado@email.com

(314) 555-0142

Litigation Trucking — Copperkettle Freight
State of Injury MO
Injury Date Jun 2, 2026
Filter

Intake Overview

Track total, open, and closed leads — plus signing and packet completion timing.

# %

Total Leads

1,284

  • Qualified 412
  • Potentially Qualified 268
  • Unqualified 531
  • Settled 73

Open Leads

386

  • Contract Pending 142
  • Pending Review 118
  • Messages 64
  • Other 62

Closed Leads

598

  • Criteria (auto) 244
  • Criteria (manual) 131
  • Contract Expired 97
  • Contract Voided 58
  • Other 68

Signed

227

  • Within 60 Minutes 84
  • Within 24 Hours 71
  • Within 1 Week 42
  • Within 1 Month 19
  • Other 11

Completed Packets

164

  • Within 24 hours 58
  • Within 1 Week 49
  • Within 1 Month 31
  • Other 17
  • Review 9

Top Leads by Litigation

Recent Name Total Qualified
Roundup
Camp Lejeune
Talc
Hair Relaxer
Paraquat
Depo-Provera
Ozempic
Hernia Mesh
Trucking
NEC Baby Formula
050100150200
Potential Qualified

Number of Leads

Day Week Month Column Line
806040200
Jul 2Jul 4Jul 6Jul 8Jul 10Jul 12Jul 14
Potential Qualified

Lead Status

Pie Column
  • Signed 227 (18%)
  • Contract Pending 142 (11%)
  • Pending Review 118 (9%)
  • Closed 598 (47%)
  • Settled 73 (6%)
  • All Other 126 (10%)

Current Contract Status

*Leads may have multiple contracts

Pie Column
Number of Contracts
200150100500
CompletedSentViewedExpiredVoidedOther
The Benton Law Firm Bailey Glasser LLP Anapol Weiss Ashcraft & Gerel Injury Lawyers Baird Mandalas Brockstedt Federico & Cardea D'Amore Law Group Harris, Keenan & Goldfarb Dolman Law Group Gerling Law Injury Attorneys Goings Law Firm Flint Cooper Cohn Thompson & Miracle Hach & Rose Keith Law Group The Lindsey Firm McCoy & Hiestand, PLC Rutter Mills Attorneys at Law Poppe Law Firm Sadow & Froy Minner Vines Moncus Injury Lawyers Reich & Binstock Stark & Stark Scruggs Spini & Fulton Shapiro Washburn & Sharp Solomon Law Group TruLaw Turnbull Law Group Ward and Smith, P.A. The Stein Law Group Thomas Law Offices The Moody Law Firm Wayne Parsons Law Office TorHoerman Law Bullock Legal Group Bailey Cowan Heckaman PLLC Blankenship Law Firm Finkelstein, Blankinship, Frei-Pearson & Garber, LLP Gianaris Trial Lawyers Pendley Baudin & Coffin LLC Rodriguez Law Firm The Lanier Law Firm

The platform

One connected platform across the case lifecycle

Each product solves a distinct part of the work. Together, they create one connected system where information, workflows, and work can move forward across the case lifecycle.

  1. Inquiry

    Instant Case Evaluator

    Turn more of the right inquiries into signed clients with 24/7 intake built around your firm’s case criteria.

    Explore Instant Case Evaluator

    Acquire & convert clients

    Retainer sentRetainer signed

    Motor vehicle accident

    Contingency fee agreement.pdf

    Awaiting signatureSigned in this conversation

    Identity verified. Signature is on the case.

  2. Engagement

    CaseHQ Client Portal

    Give clients one secure place to stay connected, complete tasks, and provide the information their case requires.

    Explore the CaseHQ Client Portal

    Engage & support clients

    Hello Denise!

    You have 5 tasks left to complete.

    17 %

    Complete tasks

    Great work, Denise!

    You've completed all your tasks.

    100 %

    Tasks complete

  3. Operations

    CaseHQ Client Management System

    Manage cases, tasks, calendars, documents, and workflows while automation keeps daily case operations moving.

    Explore CaseHQ Client Management

    Operate the firm

    Welcome sequence

    On status → Signed

    Assign task

    Request medical records

    Send email

    Welcome letter from case data

    Wait

    Until HIPAA is signed

  4. Workup

    Mass Torts 360

    Run litigation-specific case workup, manage deficiencies, and turn structured case data into real-time litigation intelligence.

    Explore Mass Torts 360

    Scale litigation operations

    CASE-2841

    Rosa Delgado

    Records
    Exposure history Missing Complete
    Residence dates Missing
    Medical recordsRequested

  5. Settlement

    ResolutionHQ

    Coordinate census, settlement workflows, deficiencies, reporting, and stakeholder collaboration from one structured source of truth.

    Explore ResolutionHQ

    Manage census & settlement

    Settlement population

    4,182
    CLM-1044Records complete
    CLM-1088Deficiency open
    CLM-1102In review

AI-native, not AI-added

AI built into the case, not bolted on top of it

Automation handles the repeatable work. AI reviews documents, extracts the data, and flags what's missing, all inside the record your team already uses. Your people stay on the decisions that need human judgment.

  • Lives with your data

    Reads the live case record and every uploaded document, not a synced copy.

  • Cites the cases

    Answers point to the records they came from, so you can verify.

  • Respects permissions

    Staff only see what their access already allows.

  • Drafts, you review

    Letters, emails, documents, and filters wait for your review before anything is sent.

  • Knows the whole story

    The record starts at the first inquiry, so AI sees the case from minute one.

Put AI to work across every case

See how Ask SC works

Delgado case summary
Summarize where the Delgado case stands.

Thinking…

Ask SC
Used 3 tools
  • execute_catalog · case 2841
  • search_case_documents · 14 files
  • read_case_notes · last 90 days

Rosa Delgado is in records collection on a trucking case against Copperkettle Freight. The uploaded police report places the collision on I-44 on Mar 3. Her deposition is set for Jul 28, and Copperkettle Regional has not returned records.

  • 2841 · Delgado, Rosa

    Deposition set · Trucking — Copperkettle Freight

Ask anything, / for skills

AI can make mistakes. Verify important information.

Built in, not bolted on

Other legal AI visits your client's data. Ask SC lives with it.

Ask SC isn't a sixth product sitting next to the other five. It works on the one case record every product shares.

AI added on top

  • Meets your client after they've signed
  • Works from a synced copy of your data
  • One more vendor to vet and supervise

AI built into SimplyConvert

  • Knows the case from the first inquiry
  • Works inside the live record your team uses
  • One platform, fewer copies of client data

  • Private by design

    Your firm's data never trains AI

  • Never used for training

    Cases, documents, and conversations never train AI models.

  • Never shared across firms

    Your records only answer your own team's questions.

  • Your rules stay yours

    The skills and instructions your team builds belong to your firm.

Integrations

Connect the tools your firm already runs on

No rip-and-replace. SimplyConvert connects to the case management, intake, and marketing platforms your firm relies on, and our API handles the rest.

  • SimplyConvert
  • SimplyConvert API
  • Filevine
  • Litify
  • SmartAdvocate
  • Salesforce
  • Cloudlex
  • LeadDocket
  • Law Ruler
  • Captorra
  • LitPro
  • Milestone
  • National
  • Torticity
  • ZipLiens
  • Claris
  • Zapier
  • CallTrackingMetrics
  • Alert Communications
  • Hello
  • Facebook
  • Google Analytics 4
“ 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

Ask once, put it to work everywhere

Providers get asked at intake, then again for the authorization, then retyped into a fact sheet. Captured once, that answer carries through the case.

  • Clients answer the same questions at each stage Clients are asked only for what's still missing
  • Staff re-enter data between tools and spreadsheets Structured data carries forward to the next form
  • Follow-up depends on someone remembering A change on the case triggers the next task
  • Missing information surfaces at filing Missing information is flagged at the point of entry
  • Leadership waits on reports The whole caseload is visible in real time

CASE-2841

Rosa Delgado

One record
Treating providers
3
Authorization
Signed
Next task
Records request

Ask SC works from this record

  • Intake form

    Providers asked on the call

    Instant Case Evaluator

    Providers captured once at intake

  • Email inbox

    Re: Re: medical authorization

    CaseHQ Client Portal

    Authorization signed by the client

  • Case software

    Follow-up: not assigned

    CaseHQ Client Management System

    Records request assigned

  • Spreadsheet

    fact_sheet_v7.xlsx

    Mass Torts 360

    Fact sheet pre-filled from the record

  • Weekly report

    Census for leadership

    Updated 11 days ago

    ResolutionHQ

    Census current as cases move

Built for the way plaintiff firms work

Personal injury and mass tort practices create different operational demands. SimplyConvert gives firms the workflows, automation, client experience, and visibility to manage both.

Mass tort

Scale the work without losing control

Standardize case workup, coordinate client tasks, manage deficiencies, structure litigation data, and see what’s happening across the entire caseload—whether you’re managing hundreds of cases or working across participating firms.

  • Litigation-specific, configurable workflows
  • Connected claimant workup through CaseHQ
  • Structured data that powers forms and reporting
  • Real-time visibility across the docket
Explore Mass Torts 360

Personal injury

Deliver better client service while running a more efficient firm

Give clients a responsive, connected experience while automation handles more of the repetitive work behind the scenes. Your team spends less time coordinating routine processes and more time serving clients and moving cases forward.

  • 24/7 intake and case evaluation
  • Connected client portal and mobile app
  • Automated case workflows and follow-up
  • One Client Management System for daily operations
Explore the platform

Plaintiff expertise at the core

200+

Litigations and practice areas with case criteria developed with practicing attorneys.

SimplyConvert was founded by a mass tort lawyer and developed by legal and technology specialists with first-hand experience in plaintiff litigation.

That experience shapes how we approach intake, client engagement, case operations, litigation workup, and the technology behind them.

Technology designed around the realities of mass tort and personal injury practice, not adapted to them.

Firms that run on SimplyConvert

Single-event injury practices, national mass tort firms, and everything in between.

See all customers
  • TorHoerman Law
    Mass tort

    Intakes up nearly 1,000% on one platform

    “Our firm has used SimplyConvert's platform since inception. The platform's development and tools have allowed us to increase our intakes by nearly 1,000%. We also have access to data and analyses that previously couldn't even be considered.”

    Tyler Schneider

    Partner, TorHoerman Law LLC

    Read more
  • D'Amore Law Group
    Personal injury

    A partner who understands the legal industry

    “Working with Jessie and SimplyConvert has been fantastic. They are responsive, listen to feedback and understand the legal industry. In short, they are everything you would want in a business partner.”

    Tom D'Amore

    Attorney, D'Amore Law Group

    Read more
  • Rutter Mills
    Mass tort

    A Camp Lejeune inventory that holds up at scale

    “I’ve tried so many different programs over the years, and all of them tend to have issues at scale.”

    C. Arthur "Brother" Rutter III

    Managing Partner, Rutter Mills LLP

    Read more

See your firm on one connected platform

Start with the part of your operation creating the most friction today. We'll show you how SimplyConvert can solve it now, and how it can connect to the rest of your operation over time.

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