CaseGen

C tier on Legal Intake SoftwareScore 6.3 · #5 of 25

Android app: Not listed
Free plan: No
Runs on: Web

casegen.ai

Summary

CaseGen is a web-based AI receptionist and intake platform built for law firms and attorneys. Its agent answers inbound calls around the clock, filters unwanted calls, handles new leads, existing clients and third parties, and can route high-value leads to a live transfer. It follows up with prospects to gather case details, books appointments and sends texts to collect case photos and documents. For personal injury matters, Maya tracks treatment, and the agent can contact medical providers about a client’s status. Call tools include analytics, summaries, live transcripts and playback. CaseGen lists integrations such as Filevine, Clio, PracticePanther, Smokeball and MyCase; firms can also forward calls from Vonage, RingCentral or another phone system to an assigned number. Pricing is customized to call volume, billed per call month to month, with an implementation fee. CaseGen says it supports call handling and intake, not legal advice, and does not guarantee business outcomes.

Who it is for

It suits law firms seeking automated call handling and intake, including personal injury practices that want treatment follow-up. It is designed exclusively for firms and attorneys, not for lead generation.

What is good

Answers and routes calls 24/7
Collects case details, photos and documents
Tracks treatment for personal injury clients
Provides transcripts, summaries and call playback
Month-to-month billing without long-term contracts

What to know first

Pricing is available on request
An implementation fee applies
CasePeer does not offer an integration API
Does not provide legal advice

Verdict

CaseGen combines round-the-clock call handling with intake, follow-up and case-system integrations for law firms. Consider the implementation fee, custom call-volume pricing and CasePeer integration limitation when assessing fit.

CaseGen plans and pricing

All plans

Custom plan Not published Month to month; billed per call Pricing customized to call volume · implementation fee based on setup casegen.ai · 3 Oct 2026

Compared on legal intake software

Lead qualification: Yescasegen.ai
Matter routing: Yescasegen.ai
Appointment booking: Yescasegen.ai
SMS follow-up: Yescasegen.ai
Case system integrations: Yescasegen.ai

Facts

Product: CaseGen is an AI receptionist and intake platform built for law firms, handling calls and intake workflows 24/7.casegen.ai · 3 Oct 2026
Lead follow-up: Its AI agents follow up with prospects and collect case details, and Maya tracks medical treatment for personal injury clients.casegen.ai · 3 Oct 2026
Call handling: CaseGen answers and routes calls from new leads, existing clients, and third parties, and can flag high-value leads for live transfer.casegen.ai · 3 Oct 2026
Call records: The platform provides call analytics, case summaries, real-time transcripts, and call playback.casegen.ai · 3 Oct 2026
Document collection: CaseGen can follow up by text to collect case photos and documents.casegen.ai · 3 Oct 2026
Integrations: The company lists integrations including Filevine, Clio, Zapier, Google Sheets, Calendly, LawPay, PracticePanther, Smokeball, and MyCase.casegen.ai · 3 Oct 2026
Integration limit: CaseGen says CasePeer does not offer an API for integrations.casegen.ai · 3 Oct 2026
Phone setup: The company says firms using Vonage, RingCentral, or another phone system can set up by forwarding calls to an assigned CaseGen number.casegen.ai · 3 Oct 2026
Onboarding: CaseGen says most firms are ready to launch within 14 days and that its team manages onboarding and CRM configuration.casegen.ai · 3 Oct 2026
Implementation: The homepage says practice-area call flows can be set up for inbound and outbound systems and live in 7 days or less.casegen.ai · 3 Oct 2026
Target users: CaseGen describes itself as a voice AI platform built exclusively for law firms and attorneys.casegen.ai · 3 Oct 2026
Maker background: The company says it was built with legal and growth expertise, including personal injury experience and more than 15 years of law-firm growth work.casegen.ai · 3 Oct 2026
Legal scope: CaseGen states that its platform assists with call handling and intake workflows, does not provide legal advice, and does not guarantee business outcomes.casegen.ai · 3 Oct 2026
24/7 receptionist: Its AI agent answers inbound calls, filters unwanted calls, completes intakes, and handles existing client calls around the clock.casegen.ai · 3 Oct 2026
Medical coordination: Its agent follows up with medical providers about clients’ treatment status.casegen.ai · 3 Oct 2026
Text collection: CaseGen can follow up by text to collect case photos and documents.casegen.ai · 3 Oct 2026
Integration limitation: The site says CasePeer does not offer an API for integrations.casegen.ai · 3 Oct 2026
Phone systems: The site says firms using Vonage, RingCentral, or another phone system can set up by forwarding calls to their assigned CaseGen number.casegen.ai · 3 Oct 2026
Pricing terms: Pricing is customized to call volume, billed per call, and offered month to month without long-term contracts; an implementation fee applies.casegen.ai · 3 Oct 2026
Intended users: CaseGen says it is built exclusively for law firms and attorneys and is not a lead-generation company.casegen.ai · 3 Oct 2026
Legal limitation: The site says CaseGen supports call handling and intake workflows, does not provide legal advice, and does not guarantee specific business outcomes.casegen.ai · 3 Oct 2026