AI Case Viability Screener Agent
Every new matter scored against your firm's written criteria. Strong cases fast-tracked, borderline ones flagged for partner review, weak ones declined politely. The judgment work happens before the workup hours start.
- Lead scoring tuned to your firm's specific acceptance criteria
- Estimated case value range based on similar past matters
- Recommended disposition with the reasoning per criterion
- Borderline cases routed to partner review automatically
Blueprint refunded if we don't leave you with a clear path forward.
The case you would have worked up for nothing
A new personal injury matter comes in. Slip and fall at a small commercial property, soft-tissue injuries, treatment ongoing. Your associate is about to spend 4 hours pulling the police report, ordering medical records, and drafting an evaluation memo. The Case Viability Screener flags it first: comparable matters in your archive settled in the $4,000 to $8,000 range; the property's insurance carrier disputes nearly every soft-tissue claim under $15,000; the case scores 38 against your acceptance criteria. The recommendation is decline. The partner agrees in 2 minutes. The 4 hours of workup never happens.
What the Case Viability Screener does
- Extracts the case facts from the intake form, supporting documents, and any uploaded medical or accident records
- Scores the matter against the criteria your partners use today (injury severity, liability clarity, insurance coverage, jurisdictional venue, practice fit)
- Pulls comparable past matters from your archive to estimate a value range with the basis cited
- Produces a 1-page evaluation memo with the recommendation and the reasoning per criterion
- Routes borderline scores (typically 50 to 70) to partner review rather than auto-declining
Integrations
- Clio, MyCase, Practice Panther, or your practice management system
- Document management system for the prior matter archive
- Web intake forms (Typeform, Jotform, custom)
- Slack or email for the partner-review queue
Built from these legal skills
Each skill is a battle-tested template that codifies how your team already handles this kind of work. The agent orchestrates them into an end-to-end output.
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case-viability-conflict-check-report.md -
personal-injury-evidence-liability-summary.md
Practice-area fit
Every engagement tunes the agent to your firm's specific matter mix. The areas below are where we've seen this agent fit most naturally.
Function
Safety posture
The screener recommends; the attorney decides. It never auto-declines a matter or auto-signs an engagement letter. The acceptance criteria live in a file your partners can edit, so the judgment encoded in the agent is your firm's judgment, not a vendor's. Every score is logged with the inputs and the per-criterion reasoning so the call is auditable.
Frequently Asked Questions
The Build phase starts with a working session where your partners articulate the criteria you weigh today. We encode those into a skill file you can review and edit. After the first 20 matters, we calibrate the scoring against the calls your partners would have made to catch any drift.
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