Your Shop Desk
Personal Injury · Custom Shop Desk CRM

A Custom CRM for Personal Injury Firms

An injured person calls the first firm that picks up, and that firm usually signs them. A Shop Desk fitted to your PI practice answers every call, gets the retainer signed, and keeps the client close through a long case.

Start your project See desks we built
A Shop Desk set up the way a personal injury business would run it
A Shop Desk set up the way a personal injury business would run it

Shown: Hartwell and Vance Law, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Personal Injury Words

Every case moves down the same line. We name each stop the way your crew already does.

  1. 01Inquiry
  2. 02Intake
  3. 03Conflict Check
  4. 04Retainer
  5. 05Treatment
  6. 06Demand
  7. 07Settled

A case on your desk hangs off the client and the incident.

So the card asks for what you actually need, and nothing a personal injury business would never fill in.

  • Incident date
  • Incident type
  • Other party's carrier
  • Limitations date set by the attorney
  • Records requested
  • Retainer signed
Where it leaks

Where Personal Injury Businesses Lose Work

After Hours Calls Going to Other Firms

People get hurt on weekends and call at night. If your intake line goes to voicemail, they sign with the firm that answered.

Signed Clients Who Go Quiet

Months of treatment and no calls from the firm make clients nervous. Some stop showing up, and some switch lawyers.

Referral Sources Nobody Credits

Cases come from past clients and other lawyers. If nobody tracks who sent what, you can't thank them or send more their way.

What we would build

Fitted to How You Already Work

  • Intake Questions You Write, Answered Anytime

    Callers get a reply day or night and answer the intake questions you approve. Your team gets the facts, and nobody gives advice on a text.

  • Retainers Signed From the Client's Phone

    The retainer goes out by text and gets signed from a hospital bed or a couch. The signed copy lands on the case.

  • Check Ins During Treatment

    Clients get a friendly check in on the schedule you set. Replies land on the case so the case manager sees them.

  • Every Case by Stage on One Board

    See each case from intake to settled. Cases that haven't moved in a while stand out.

Start your project

Questions

What Personal Injury Owners Ask

Will it tell callers whether they have a case?
No. The desk collects the facts with the questions you write and hands them to your team. Only your attorneys decide and advise.
Can clients see where their case is?
Yes, if you want that. The client page shows the stage and updates you choose to share, and nothing more.
Who on my team can see case notes?
We set up who can see what with you. Intake staff, case managers and attorneys can each see a different slice.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

More in Legal

All 150 industries

Tell Us How Your Personal Injury Business Runs

We will tell you honestly what a desk fitted to it would take.

Start your project