Consultations

By profession · Workers comp intake

Workers compensation intake software: AI intake that screens work-injury claims and books the consult

Workers compensation is a high-volume, high-urgency intake. An injured worker who cannot work is anxious about money and often calling from a hospital or a break room, and the same firms compete for every one of those leads. Speed and consistency decide who signs the case. Consultations is workers compensation intake software that answers every work-injury inquiry the moment it lands, day or night.

The AI runs the intake, captures what happened, and screens the claim against what your firm takes. It gathers the facts a comp consult turns on: the date and nature of the injury, the employer and whether the injury was reported, whether a claim has been filed or denied, whether the worker is receiving benefits or has been cut off, whether they have seen a doctor, and whether they already have a lawyer. It flags the deadlines that matter, collects the documents you ask for, books the consultation, and hands the attorney a prepped brief. The agent handles intake, screening, and scheduling only. It never gives legal advice, never tells a worker what their claim is worth, and never predicts an outcome. Your attorneys advise.

One AI conversation · qualifies and books · you get a prepped brief

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The AI runs the discovery consultation, qualifies the lead, collects details and documents, and books the paid appointment, then hands you a prepped brief.

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Every lead qualified, briefed, and booked · intake and scheduling, not advice · you own your data

In short

Last updated July 2026

Workers compensation intake software captures a new work-injury inquiry, screens it against the firm's criteria, asks about the date and nature of the injury, the employer, whether the injury was reported and a claim filed or denied, benefit status, medical treatment, and existing counsel, flags reporting and filing deadlines, collects documents, and books the consultation. Workers comp intake is high-volume, deadline-driven, and competitive, so the value is answering every inquiry instantly and surfacing the deadline before it is missed. Consultations runs that conversation itself and briefs the attorney. It never tells a worker what a claim is worth or gives legal advice; the attorney does.

Consultants Agencies Coaches Clinics Law firms

Works with your calendar

Intake only · never advice

Why it works

What your practice gets with workers compensation intake software

Answer every injured worker fast

Injured workers call the same firms and sign with whoever answers. The AI picks up every inquiry in seconds, 24/7, so no lead is lost to a callback.

Catch the deadline

The AI asks when the injury happened and whether it was reported, then flags reporting and filing deadlines in the brief before they lapse.

Intake, not advice

It gathers facts and books. It never tells a worker what their claim is worth or predicts an outcome. Attorneys advise.

What it handles

Run the intake, qualify the lead, book the appointment

Consultations runs the discovery conversation, asks the right questions, collects the details and documents you need, qualifies the lead, books the paid appointment, and hands you a prepped brief, all in one place.

  • Answer every work-injury inquiry in seconds, 24/7
  • Capture the injury, employer, and whether it was reported
  • Flag reporting and claim-filing deadlines before they lapse
  • Screen benefit and denial status so urgent matters move first
  • Book the consultation with a prepped brief for the attorney
INTAKE BRIEF Brief ready
92
New inquiry Good fit
Qualified In scope
Name Jordan Avery
Need Onboarding workflow
Budget / fit $8k · in range
Timeline Within 4 weeks
Docs 2 files attached

Verdict

Qualified

Details collected, lead qualified, and the paid appointment is on your calendar.

Intake · Qualify · Booked Appointment booked

Why Consultations

Intake run, lead qualified, appointment booked

Not a calendar link, not a static form, not a separate qualification step. One AI conversation replaces the calendar link plus form plus qualification plus brief, and hands you a prepped client ready for the meeting.

Runs the consultation

The AI runs the discovery conversation, asks the right follow-ups, and collects the details and documents you need before the call.

Qualifies and books

It scores fit against your criteria, qualifies the lead, and books the paid appointment straight onto your calendar.

Intake, not advice

Intake, qualification, scheduling and admin only. Your licensed professionals give the advice. Client data is consented, private, owned and exportable.

Why workers comp intake is volume plus deadlines

Workers compensation combines two pressures that punish a slow intake. It is high volume, because work injuries are common and comp firms advertise heavily to capture them, and it is deadline-driven, because most states impose a short window to report an injury to the employer and another to file the claim. An injured worker who calls three firms will usually sign with the one that answered and made them feel handled, and a reporting deadline that passes before the consult can sink an otherwise good claim.

Consultations answers every inquiry the instant it lands, asks when the injury happened and whether it was reported, and surfaces the deadline in the brief, so a window that is already running is seen at intake instead of at the consult. It runs the same disciplined intake at midnight as at noon, which matters when injured workers often call outside business hours, from a hospital or after a shift.

What workers comp intake has to capture

A comp intake has to establish when and how the injury happened, who the employer is and whether the injury was reported to them, whether a claim has been filed and whether it was accepted or denied, whether the worker is receiving benefits or has been cut off, whether they have received medical treatment, and whether they already have a lawyer. Those facts decide whether the matter fits the firm and how urgent it is.

Consultations gathers these as a conversation, following what the worker tells it. If they say the claim was denied, it flags it. If they mention they were told to return to work, it captures that. What the attorney receives is a brief that already lays out the injury, the employer, the claim status, and the deadlines, with documents attached, so the consult starts with the facts instead of the first fifteen minutes spent gathering them.

The guardrail: intake, never legal advice

Injured workers are worried about money and want to know what their case is worth and whether they will win. Consultations never tells them. It does not estimate the value of a claim, does not advise whether to accept or reject a settlement or a return-to-work order, does not give legal or medical advice, and does not predict an outcome. It gathers the injury and claim facts, flags the deadlines, collects documents, and books the consult.

Every legal judgment, including the value of the claim and the strategy, belongs to the attorney after a full review. The conflict-relevant questions the firm defines are asked and surfaced, but the determination is the firm's. Every detail the worker shares, including medical information, is consented, private, and owned by your firm.

Honest comparison

What a workers comp intake needs to capture, and why

A comp intake that misses one of these usually costs the firm either the client, to a faster competitor, or a claim, to a blown reporting deadline. Consultations asks all of them in one conversation and puts the answers in the brief.

What the intake captures Why it matters When it is asked
Date and nature of injury Sets the reporting and filing clocks and whether the injury is work-related First, in the opening exchange
Employer and whether reported Reporting the injury to the employer is often a hard deadline in itself Early, always flagged
Claim filed, accepted, or denied A denied or unfiled claim is more urgent and shapes the whole matter Early, during fact-gathering
Benefit status Whether the worker is being paid, or was cut off, sets the urgency During the fact-gathering
Medical treatment Whether and where the worker was treated matters to the claim During the fact-gathering
Existing representation A worker already represented usually cannot be signed Before booking, always

Consultations gathers these facts for screening and preparation only. It never estimates a claim's value, advises on a settlement, or gives legal or medical advice. The attorney does that.

People also ask

Workers comp intake: the questions buyers actually search

What is workers compensation intake software?

Workers compensation intake software is the system a comp firm uses to turn a work-injury inquiry into a booked consult. It answers the lead fast at any hour, screens the claim, captures the injury, employer, and claim status, flags reporting and filing deadlines, collects documents, and books the consultation. Consultations does this as a conversation rather than a form, and never tells a worker what a claim is worth or gives legal advice.

Does workers comp intake software track claim deadlines?

It flags them. Consultations asks when the injury happened and whether it was reported to the employer, then surfaces the reporting and claim-filing windows in the brief, so a deadline that is already running is seen at intake rather than missed. It flags the timing; it does not give a legal opinion on the deadline, which the attorney confirms after review.

Why is response speed important for workers comp firms?

Because injured workers call several firms and sign with the one that answers and makes them feel handled, often outside business hours from a hospital or after a shift. A call to voicemail is usually a lost case. Consultations answers every inquiry in seconds, 24/7, and books the consult while the worker is still engaged, so the firm stops losing cases to whoever picked up first.

Does it tell an injured worker what their claim is worth?

No, and it should not. Consultations gathers the injury and claim facts and books the consult, but it never estimates the value of a claim, never advises on accepting or rejecting a settlement, and never gives legal or medical advice. What a claim is worth is a legal judgment that belongs to the attorney after a full review.

Can it handle a denied or disputed workers comp claim?

Yes. The intake captures whether a claim was filed and whether it was accepted or denied, because a denial or a benefit cutoff makes the matter more urgent and changes what the attorney needs to know. Consultations flags a denied or disputed claim in the brief so the firm can prioritize it, while leaving the legal strategy entirely to the attorney.

Good questions

Questions about workers compensation intake software

No. It handles intake, screening, and scheduling only. It never tells a worker what a claim is worth, never advises on a settlement, and never gives legal or medical advice. Your attorneys make every legal judgment, including the value of the claim and how to pursue it.
Yes. A workers comp intake touches medical and employment details, and every detail a worker shares is consented to and handled privately. Your firm owns and can export the data, and the information stays with your firm.

Explore more

More ways teams automate client intake with Consultations

Run the intake and book the appointment.

Let the AI run the discovery conversation, qualify the lead, collect the details and documents, book the paid appointment, and hand you a prepped brief. Intake only, never advice, and your client data stays yours.

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One AI conversation · qualifies and books · prepped brief in hand · intake only, never advice