Every call picked up.
Every case written down.
CaseFlow is the intake system answering the phones at Shah Lawyers in Mississauga. Sarah, its voice agent, runs the firm's intake interview one question at a time and files a structured case before the call ends.
From first ring to signed retainer, without touching a form
The call comes in
A prospective client calls your intake line. CaseFlow answers on the first ring, 2 a.m. on a Sunday included.
The AI runs the intake
A natural voice conversation collects the accident, injuries, employment, and insurance details. One question at a time.
Forms fill themselves
The right OCF forms are selected and pre-filled before the call ends, ready for your team to review in the dashboard.
The client stays engaged
They get a portal link by text to upload documents and sign the retainer, and can reply on WhatsApp any time.
Everything intake needs, nothing your staff has to babysit
AI voice personalities
Choose the voice and manner that fits your firm: warm and unhurried, or brisk and efficient. We can also script a custom personality.
OCF forms, auto-filled
OCF-1, 2, 3, 5, 6 and 10 selected by rule and pre-filled from the call. Your clerks review instead of retyping.
Urgency triage
Hospitalizations and serious-injury signals flag the file and alert your team in real time, before the call even ends.
Staff dashboard
Every call becomes a case file: transcript, recording, extracted details, missing fields, and form status in one place.
WhatsApp channel
Clients send documents and answer follow-ups in the chat app they already use. Everything lands in the case file.
Client portal
A secure self-serve portal for uploads, information review, and retainer e-signature. Invites go out automatically by SMS.
The follow-up happens where your clients already are
Missing details and documents are the slowest part of every file. CaseFlow messages the client on WhatsApp from your firm's own business number. What comes back files itself.
- Clients photograph documents in chat; they land in the case file, categorized
- Answers to follow-up questions update the forms automatically
- Signed retainer copies delivered on the same thread
- Whole conversation visible to staff in the dashboard
Retainers signed the same day the client calls
Minutes after the call, the client receives a secure portal link by text: their information ready for review, a document checklist, and the retainer waiting for an e-signature.
- Automatic SMS + email invites after every intake call
- Document checklist with drag-and-drop (or phone camera) uploads
- Retainer e-signature captured on any device
- Clients can correct and complete their own details
See it on your firm's lines
Thirty minutes is enough to walk through a real intake scenario end to end and work out what it would take to run this on your own number. Pick a slot below.
Prefer email? admin@aristral.com
Firms that stopped returning voicemails
“We used to lose two or three intake calls a week to voicemail. Now every caller gets answered, and the OCF-1 is sitting in the dashboard before we’ve even listened to the recording.”
“The WhatsApp follow-up is the part clients mention. They send photos of their health card from the couch and it lands straight in the case file.”
“Our staff stopped doing data entry. The voice agent asks better follow-up questions than half the humans I’ve trained.”
Questions firms ask us
Do we need to change our phone number?
No. You keep your existing number and simply forward it (always, or after-hours only) to the dedicated intake number we provision for your firm. Callers notice nothing except that someone always answers.
What happens if a caller needs a human?
The agent is built for intake, not for legal advice. Urgent situations like hospitalizations and serious injuries flag the file and alert your team in real time so a human can call back first.
Which forms does CaseFlow fill?
The Ontario accident-benefits set: OCF-1, OCF-2, OCF-3, OCF-5, OCF-6 and OCF-10. The right subset is chosen by deterministic rules from the facts of the call, and each form is pre-filled for staff review.
How does the WhatsApp connection work?
CaseFlow connects to your firm’s own WhatsApp Business number. Clients get follow-ups and can reply with answers or photos of documents; everything is logged to the case file and visible in your dashboard.
Is our client data kept separate and secure?
Yes. Every firm’s data is isolated to its own account. Your team only ever sees your own clients, and client uploads live in secured storage with signed, expiring links.
How long does setup take?
Typically a day: we provision your intake number and voice personality, you forward your line and connect WhatsApp from the settings page, and you’re taking AI-answered calls the same week you sign up.
Stop losing cases to voicemail
See CaseFlow take a live intake call for your firm. The demo is the product.