For law firms
Intake that is already done when you open it
Workup answers every enquiry the moment it arrives, works it through your intake questionnaire, and delivers a file your team can act on. The firm that calls back first usually signs the client, and this one calls back in seconds.
Nights, weekends, holidays
Injuries do not happen during business hours and neither do the searches that follow them. The agent is the same at 2am as at 2pm.
Your questionnaire, not a form
Personal injury, workers compensation, mass tort, employment, immigration. Separate flows, your acceptance criteria, your language.
Bounded on purpose
No legal advice, no case evaluation, no promises about outcomes. The limits are written into the agent and they hold.
On the phone
It picks up when your team cannot
Forward unanswered calls after four rings, or give out a number we provision. Workup Agent answers with your greeting and your firm's name, asks who is calling and what it is about, runs the same intake questions it asks on the website, and promises a callback. When someone wants a person it takes the full message; only the matters you define as urgent are transferred live.
- Your existing number, forwarded after four rings, or a number we provision
- Answers from your knowledge base, not the open internet
- Every call logged from its first seconds, with a transcript
- Your team alerted within seconds, and a daily call log every evening
- Says it is an automated assistant, never gives legal advice
What it asks, and why it matters
Good intake is not a long form. It is the right question at the right moment, and the follow up a form cannot ask. A few examples of the difference.
| Form asks | Workup Agent asks | Why it matters |
|---|---|---|
| Date of injury | Date of injury, then whether the employer was told and on what date | Late notice ends more workers compensation claims than any other single failure |
| Were you hurt at work | Whether anyone other than the employer was involved | Surfaces the third party claim that sits alongside the comp claim and is routinely missed |
| Describe the accident | Whether any driver was arrested for or suspected of DUI | In Pennsylvania this restores full tort rights to a limited tort policyholder |
| Have you seen a doctor | When, where, and whether imaging or surgery followed | Documented treatment is what separates a file worth opening from one that is not |
| Nothing | Whether anything has already been signed | A signed release changes the whole picture and your team needs to know today |
Deadlines get flagged, not discovered later
The agent computes against the dates it collects and marks the file when the clock is the problem. It never tells the claimant what their deadline is, because that would be legal advice. It tells your team.
- Reporting windows for work injuries, which differ by state and are short
- Notice periods for claims against public bodies, which are shorter still
- Limitation periods approaching, and files that appear to have passed one
- Minors, deaths and catastrophic injuries routed straight to a human
The agent explains general process. It does not tell anyone whether they have a claim, what it is worth, whether a deadline has passed, or whether to accept an offer. Those are legal judgments about specific facts, and answering them would be practising law. It says so plainly rather than guessing, which is also better for the person asking.
Where it sits in your stack
Files land in Litify, Salesforce or your case management system as real records with your fields populated, not as an email someone has to re-key. Urgent files page the intake line instead of queueing.