What can HelloCounsel’s agents do?

HelloCounsel’s agents handle plaintiff law operations: client status updates, insurance adjuster follow-ups, medical records retrieval, case development, and new client intake. They can make phone calls, send faxes, write emails, and work in portals.

What happens to our data? Do you use it to train agents?

No. We never use your data to train agents, and our MSA puts that commitment in writing.

What access does HelloCounsel need to run agents?

During onboarding, our team reviews your case management system, phone setup, and workflows. Agents only get access to what each task needs.

How does pricing work? Do we pay per agent?

No. Pricing is custom and based on your firm’s call and case volume, not on seats. You only pay for the tasks agents complete.

What if our case management system isn’t on your list?

We already integrate with most case management systems plaintiff firms use, and we add new ones all the time. If yours isn’t listed, let us know and we’ll look at adding it.

How long does it take to go live?

Most firms go live in under two weeks from their first call with us.

Built for personal injury, disability and mass tort firms

Escape the purgatory of the phone tree

AI agents for reception, case opening, medical records and client follow-up. Less admin for your team, better service for your clients.

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Why HelloCounsel

Built to work the way your firm already does

Fits right into your systems, from day one
Agents that work within your CMS. No new training for your team.
Orchestrate your firm, your way
You control your data and your processes. Every agent is custom built for your firm.
One product, many modes
Agents that do inbound and outbound calling, send emails and automate workflows. All in one product.

Answering the phones, moving the paperwork

Each agent handles calls, texts and emails. Agents pick tasks from the CMS, and make notes directly into the CMS.

Round-the-clock coverage for every caller

Answers in under two rings, after hours, on holidays and during overflow.
Matches caller ID to the case file and routes the call to the right person.
Answers status questions straight from the case file.

30,000+calls handled

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Intake for leads that won't wait

Qualifies the caller.
Hands to your intake team during the windows you set.
Writes the lead into your CRM.

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Start every case on the right foot

Collects documents from clients and gets the police report.
Calls the carrier until it has the claim number.
Checks what the file is missing.

24 hrsto get every case moving

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Request records in record time

Submits and re-submits requests until it reaches the records custodian.
Works every channel: phone, email and fax.
Logs every attempt to the file and tasks the right person when an invoice is due.

15 daysreduced on TAT

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Give your clients the attention they deserve

Checks in after every appointment on pain, referrals and provider fit.
Answers routine questions and escalates the rest to the case manager with context.
Sends routine updates by text and call, in line with the case manager's conversations.

2xmore frequent check ins

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Reception

Round-the-clock coverage for every caller

Answers in under two rings, after hours, on holidays and during overflow.
Matches caller ID to the case file and routes the call to the right person.
Answers status questions straight from the case file.

30,000+calls handled

Learn More

Intake

Intake for leads that won't wait

Qualifies the caller.
Hands to your intake team during the windows you set.
Writes the lead into your CRM.

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Case Opening

Start every case on the right foot

Collects documents from clients and gets the police report.
Calls the carrier until it has the claim number.
Checks what the file is missing.

24 hrsto get every case moving

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Medical records

Request records in record time

Submits and re-submits requests until it reaches the records custodian.
Works every channel: phone, email and fax.
Logs every attempt to the file and tasks the right person when an invoice is due.

15 daysreduced on TAT

Learn More

Client Communication

Give your clients the attention they deserve

Checks in after every appointment on pain, referrals and provider fit.
Answers routine questions and escalates the rest to the case manager with context.
Sends routine updates by text and call, in line with the case manager's conversations.

2xmore frequent check ins

Learn More