What is HelloCounsel?
HelloCounsel is an AI agent platform for personal injury, disability, mass tort, and workers' comp firms that need repetitive casework handled without adding it to staff queues. Agents answer calls, qualify leads, collect case documents, chase medical records, and contact clients, then write notes and updates directly into the firm's existing systems. They work across calls, texts, emails, faxes, and portals, with most firms going live in under two weeks.
Why HelloCounsel works
Phone trees, unanswered calls, and manual follow-up turn routine plaintiff law work into queues that staff have to keep revisiting. HelloCounsel gives each workflow an agent that works from the case file and records its work back into the firm's systems, so calls and follow-ups move the case forward instead of becoming another message for staff to chase.
HelloCounsel features
- Reception that knows the caller. Agents answer in under two rings, match caller ID to the case file, route callers to the right person, and write each call into the case file.
- Intake against firm criteria. Agents qualify callers using criteria set by the firm, hand suitable leads to intake staff during chosen windows, and write each lead into the CRM when the call ends.
- Case opening follow-up. Agents collect insurance cards and driver's IDs, call carriers until claim numbers arrive, and keep checking files for missing items.
- Medical records retrieval. Agents submit and resubmit requests, follow up by phone, email, and fax, and log each attempt into the CMS. HelloCounsel reports a 15 day reduction in turnaround time.
- Client follow-up. Agents check in after appointments, capture updates on pain and referrals, answer routine questions, and pass other questions to the case manager with context.
- Works inside existing systems. Agents pick up tasks from the CMS and write notes back into it. HelloCounsel names Lawmatics, SmartAdvocate, CASEpeer, and RingCentral among systems firms use with the product.
Who HelloCounsel is for
- Personal injury firms where case managers lose time answering status calls, collecting documents, and chasing providers.
- Mass tort firms handling enough enquiries and follow-ups that repetitive communication becomes a staff bottleneck.
- Workers' compensation firms coordinating ongoing communication between workers, providers, and internal staff.
- Social Security disability firms that need applications and recurring client updates to keep moving.
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